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SPYM

State Street SPDR Portfolio S&P 500 ETF
SPYM

Name Holding Trade Value Shares
Change 		Change in
Stake
CP
676
Castleview Partners
Texas
$91.1K -$444 -9 -0.5%
GWM
677
Grand Wealth Management
Michigan
$89.6K +$84.9K +1,720 New
TIM
678
Tortoise Investment Management
New York
$89.4K – – –
WP
679
WealthShield Partners
North Carolina
$86.6K -$16.3K -330 -17%
OSAM
680
O'Shaughnessy Asset Management
Connecticut
$82.9K – – –
MFA
681
McClarren Financial Advisors
Pennsylvania
$74K +$296 +6 +0.4%
NC
682
NewSquare Capital
Pennsylvania
$73.7K – – –
PAG
683
Paladin Advisory Group
Iowa
$72.4K -$3.21K -65 -4%
FMII
684
Farmers & Merchants Investments Inc
Nebraska
$67.7K – – –
S
685
SignatureFD
Georgia
$67.2K +$34.8K +706 +121%
CPA
686
Cardiff Park Advisors
California
$67.2K – – –
IPW
687
Impact Partnership Wealth
Georgia
$62.5K +$59.2K +1,199 New
LSA
688
Lansing Street Advisors
Pennsylvania
$62.3K – – –
MRCM
689
M&R Capital Management
New Jersey
$60.1K – – –
MHR
690
Matthew Hamilton Rosenberg
$59.6K – – –
PA
691
Parallel Advisors
California
$59.4K -$1.97K -40 -3%
CT
692
Colonial Trust
South Carolina
$58.3K – – –
HWA
693
HHM Wealth Advisors
Tennessee
$57.3K +$54.3K +1,100 New
KM
694
Kalos Management
Georgia
$53.4K – – –
WAS
695
Winch Advisory Services
Wisconsin
$50K +$197 +4 +0.4%
ST
696
Smithfield Trust
Pennsylvania
$48K – – –
GWSG
697
GPS Wealth Strategies Group
Colorado
$47.6K +$148 +3 +0.3%
RIA
698
Realta Investment Advisors
Delaware
$47.4K +$44.9K +909 New
BA
699
Ballast Advisors
Minnesota
$46.1K – – –
BHWM
700
Bay Harbor Wealth Management
Maryland
$45.9K – – –
26 27
28
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