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SPYM

State Street SPDR Portfolio S&P 500 ETF
SPYM

Name Holding Trade Value Shares
Change 		Change in
Stake
KCFA
626
Key Client Fiduciary Advisors
New Jersey
$294K +$78K +1,492 +34%
MG
627
Mather Group
Illinois
$293K +$27.6K +528 +10%
MIM
628
Macroview Investment Management
Maryland
$293K – – –
FA
629
Fiduciary Alliance
South Carolina
$293K +$30.8K +589 +11%
AFO
630
Arrowroot Family Office
California
$286K -$3.61K -69 -1%
SFS
631
Summit Financial Strategies
Ohio
$285K +$297K +5,669 New
TFA
632
TPG Financial Advisors
Oregon
$280K – – –
SIAS
633
Summit Investment Advisory Services
Minnesota
$280K +$17.1K +326 +6%
SWIG
634
Strategic Wealth Investment Group
Kentucky
$280K -$421K -8,042 -59%
JWA
635
JFS Wealth Advisors
Pennsylvania
$278K +$366 +7 +0.1%
NRC
636
New Republic Capital
North Carolina
$277K +$23K +440 +9%
NG
637
Northstar Group
New York
$271K – – –
PG
638
Prostatis Group
Maryland
$263K -$9.64M -184,299 -97%
HR
639
Hardy Reed
Mississippi
$260K – – –
EIA
640
Edgemoor Investment Advisors
Maryland
$258K – – –
CIA
641
Cape Investment Advisory
Georgia
$257K -$18.8K -360 -7%
OSNBOA
642
Old Second National Bank of Aurora
Illinois
$256K +$114K +2,181 +75%
CFAM
643
Center For Asset Management
Florida
$255K – – –
MA
644
MJP Associates
Connecticut
$254K -$5.91K -113 -2%
WBCM
645
Wilson & Boucher Capital Management
California
$251K +$262K +5,000 New
IWA
646
Inspirion Wealth Advisors
Illinois
$249K +$1.15K +22 +0.4%
CA
647
Claris Advisors
Missouri
$247K -$20.5K -392 -7%
HWA
648
Heartwood Wealth Advisors
Virginia
$245K – – –
AF
649
Allworth Financial
California
$245K – – –
SGK
650
Steigerwald Gordon & Koch
Virginia
$241K – – –
24 25
26
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