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SPYM

State Street SPDR Portfolio S&P 500 ETF
SPYM

Name Holding Trade Value Shares
Change 		Change in
Stake
FOA
626
Five Oceans Advisors
California
$850K +$809K +13,810 New
MWM
627
Mission Wealth Management
California
$841K +$801K +13,672 New
UCFA
628
United Capital Financial Advisors
Texas
$841K +$107K +1,819 +15%
TA
629
TFG Advisers
Michigan
$838K +$74.3K +1,268 +10%
HTHT
630
Hemenway Trust Hemenway Trust
New Hampshire
$835K +$12.6K +215 +2%
SI
631
Shaker Investments
Ohio
$830K +$358K +6,110 +83%
HA
632
Hofer & Associates
California
$818K +$8.61K +147 +1%
HFM
633
Hartford Financial Management
Connecticut
$814K +$775K +13,225 New
CI
634
CPR Investments
Michigan
$805K +$766K +13,080 New
ACM
635
Altrius Capital Management
North Carolina
$803K -$85.7K -1,464 -10%
CIAS
636
Capital Investment Advisory Services
North Carolina
$801K -$18.6K -317 -2%
AMM
637
American Money Management
California
$800K -$53.1K -906 -7%
PFG
638
Prosperity Financial Group
California
$799K +$97.6K +1,666 +15%
AWM
639
Accurate Wealth Management
Florida
$799K +$28.5K +487 +4%
FP
640
Fiduciary Planning
Florida
$779K -$5.21K -89 -0.7%
LSAG
641
Lake Street Advisors Group
New Hampshire
$779K – – –
MCA
642
Millennium Capital Advisors
Arkansas
$774K +$2.81K +48 +0.4%
JIP
643
Jaffetilchin Investment Partners
Florida
$763K +$20.2K +345 +3%
VCA
644
Verdence Capital Advisors
Maryland
$759K +$177K +3,029 +33%
TCM
645
Traynor Capital Management
Pennsylvania
$757K +$5.27K +90 +0.7%
CA
646
Corrado Advisors
New Jersey
$750K -$85.5K -1,460 -11%
CAL
647
Capital Advisors Ltd
Ohio
$748K – – –
APS
648
American Planning Services
Florida
$744K – – –
FC
649
Financial Consulate
Maryland
$743K -$120K -2,050 -15%
HAS
650
HBW Advisory Services
California
$732K – – –
24 25
26
27 28