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SPYM

State Street SPDR Portfolio S&P 500 ETF
SPYM

Name Holding Trade Value Shares
Change 		Change in
Stake
EAM
726
Evanson Asset Management
California
$1.89M +$68.1K +903 +4%
SB
727
SIG Brokerage
New York
$1.88M – – –
HFO
728
Heritage Family Offices
Arizona
$1.87M -$267K -3,546 -13%
FA
729
Fermata Advisors
California
$1.86M -$148K -1,964 -8%
CA
730
CGN Advisors
Kansas
$1.85M +$257K +3,401 +17%
NFG
731
Nations Financial Group
Iowa
$1.85M -$41.9K -555 -2%
HFP
732
Holistic Financial Partners
Indiana
$1.83M – – –
SPC
733
Sigma Planning Corp
Michigan
$1.82M +$111K +1,470 +7%
CIA
734
Cape Investment Advisory
Georgia
$1.78M -$408K -5,403 -19%
CTFG
735
Capstone Triton Financial Group
Oklahoma
$1.76M +$5.51K +73 +0.3%
SPC
736
Spirepoint Private Client
Florida
$1.75M +$10.9K +144 +0.7%
PWM
737
Puff Wealth Management
New Jersey
$1.75M +$1.21M +16,038 +257%
OCM
738
One Capital Management
California
$1.74M -$667K -8,849 -28%
WIC
739
Woodmont Investment Counsel
Tennessee
$1.74M -$113K -1,494 -6%
GF
740
Gries Financial
Ohio
$1.73M -$280K -3,713 -14%
SAM
741
Secure Asset Management
Michigan
$1.73M -$157K -2,079 -9%
CCM
742
Coldstream Capital Management
Washington
$1.73M -$43.6K -578 -3%
AMG
743
APS Management Group
California
$1.73M +$1.67M +22,090 New
RFN
744
RDA Financial Network
Iowa
$1.73M +$246K +3,265 +17%
WT
745
Whittier Trust
California
$1.72M – – –
RWPA
746
Richard W. Paul & Associates
Michigan
$1.71M -$283K -3,748 -15%
RAG
747
RIA Advisory Group
Iowa
$1.67M +$1.61M +21,284 New
HFA
748
Hershey Financial Advisers
Pennsylvania
$1.66M +$1.6M +21,195 New
LIA
749
LBMC Investment Advisors
Tennessee
$1.66M +$7.69K +102 +0.5%
BTWM
750
Brass Tax Wealth Management
Ohio
$1.64M +$37.7K +500 +2%
28 29
30
31 32