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SPYM

State Street SPDR Portfolio S&P 500 ETF
SPYM

Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
651
Asempa Wealth Advisors
Louisiana
$5.1M +$1.04M +12,216 +27%
DKCM
652
Davidson Kempner Capital Management
New York
$5.08M – – –
LGA
653
Lebenthal Global Advisors
New York
$5.08M +$399K +4,679 +9%
FDCDDQ
654
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.08M +$454K +5,318 +10%
MWM
655
Modera Wealth Management
New Jersey
$5.06M -$276K -3,236 -5%
NJBEST
656
New Jersey Better Educational Savings Trust
New Jersey
$5.05M – – –
CFM
657
Compass Financial Management
Florida
$5.01M +$4.76M +55,831 New
LA
658
Lifeworks Advisors
Michigan
$5.01M -$203K -2,380 -4%
BA
659
Bluesphere Advisors
Pennsylvania
$4.99M -$47.4K -556 -1%
RWM
660
Ritholtz Wealth Management
New York
$4.96M -$325K -3,807 -6%
CGFA
661
Colton Groome Financial Advisors
North Carolina
$4.93M +$189K +2,210 +4%
YIA
662
YHB Investment Advisors
Connecticut
$4.92M +$289K +3,391 +6%
S
663
Sunpointe
Missouri
$4.92M +$4.77M +55,930 New
GKWIM
664
Gerber Kawasaki Wealth & Investment Management
California
$4.87M +$52.4K +614 +1%
NWWA
665
New Wave Wealth Advisors
Arkansas
$4.85M +$4.31M +50,469 +1,057%
SB
666
Semitam Bonam
New York
$4.77M +$87K +1,020 +2%
HG
667
Harbor Group
New Hampshire
$4.75M +$1.48M +17,302 +47%
C
668
Certuity
Florida
$4.74M +$11.9K +139 +0.3%
BFG
669
Beacon Financial Group
Texas
$4.73M +$385K +4,513 +9%
AFP
670
Alpha Financial Partners
Kentucky
$4.72M -$764K -8,956 -14%
HNB
671
Huntington National Bank
Ohio
$4.72M – – –
BWA
672
Bestgate Wealth Advisors
Maryland
$4.72M -$80.2K -940 -2%
CFGF
673
Compass Financial Group (Florida)
Florida
$4.67M -$120K -1,411 -3%
MG
674
Mather Group
Illinois
$4.66M -$105K -1,234 -2%
PAS
675
PKS Advisory Services
New York
$4.66M +$3.15M +36,930 +229%
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