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SPYM

State Street SPDR Portfolio S&P 500 ETF
SPYM

Name Holding Trade Value Shares
Change 		Change in
Stake
IF
651
Intrua Financial
Texas
– -$204K -3,839 Closed
ETIA
652
Epic Trust Investment Advisors
Washington
– -$201K -3,786 Closed
WAG
653
Winthrop Advisory Group
Massachusetts
– -$201K -3,778 Closed
PFS
654
Prospera Financial Services
Texas
– -$183K -3,435 Closed
FAG
655
Fortitude Advisory Group
Washington
– -$135K -2,533 Closed
ZIG
656
Zurich Insurance Group
Switzerland
– -$132K -2,489 Closed
AIM
657
Acropolis Investment Management
Missouri
– -$106K -2,001 Closed
MFA
658
McClarren Financial Advisors
Pennsylvania
– -$103K -1,953 Closed
SCA
659
Sandy Cove Advisors
Massachusetts
– -$87K -1,631 Closed
PAG
660
Paladin Advisory Group
Iowa
– -$69.2K -1,436 Closed
CT
661
Caldwell Trust
Florida
– -$72.8K -1,370 Closed
CCP
662
Clarkston Capital Partners
Michigan
– -$17K -317 Closed
PCG
663
Private Capital Group
Connecticut
– -$15K -284 Closed
BHWM
664
Beaird Harris Wealth Management
Texas
– -$10K -183 Closed
HPC
665
HM Payson & Co
Maine
– -$5K -89 Closed
MWM
666
Mascoma Wealth Management
New Hampshire
– -$2K -44 Closed
GAM
667
Gemmer Asset Management
California
– -$2K -40 Closed
EWM
668
EPG Wealth Management
Georgia
– -$1K -21 Closed
CWM
669
Castle Wealth Management
Florida
– +$96 +2 New
VCM
670
Versant Capital Management
Arizona
– +$96 +2 New
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