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SPYM

State Street SPDR Portfolio S&P 500 ETF
SPYM

Name Holding Trade Value Shares
Change 		Change in
Stake
LFG
851
Lockerman Financial Group
California
$721K -$4.98K -72 -0.7%
CB
852
Chris Bulman
California
$719K +$138 +2 +0%
UCFA
853
United Capital Financial Advisors
Texas
$715K -$101K -1,460 -12%
HTHT
854
Hemenway Trust Hemenway Trust
New Hampshire
$712K – – –
CB
855
Commerce Bank
Missouri
$712K +$167K +2,413 +29%
KAS
856
KPP Advisory Services
Kentucky
$709K +$746K +10,789 New
TCPG
857
Trivant Custom Portfolio Group
California
$707K -$5.88K -85 -0.8%
AMM
858
American Money Management
California
$704K -$24.6K -355 -3%
LWM
859
Liberty Wealth Management
California
$698K -$20.1K -290 -3%
FOA
860
Five Oceans Advisors
California
$697K -$97.1K -1,404 -12%
PFG
861
Pacific Financial Group
Washington
$696K -$308K -4,459 -30%
FPW
862
Flagship Private Wealth
Massachusetts
$696K -$2.7K -39 -0.4%
GAM
863
Gotham Asset Management
New York
$693K – – –
PAS
864
PKS Advisory Services
New York
$693K +$63.9K +924 +10%
AFA
865
American Financial Advisors
Georgia
$692K +$154K +2,231 +27%
RIP
866
Reliant Investment Partners
North Carolina
$690K – – –
CA
867
Corrado Advisors
New Jersey
$688K -$31K -448 -4%
WFC
868
Western Financial Corp
California
$686K -$56.7K -820 -7%
BFG
869
Berger Financial Group
Minnesota
$686K +$29.1K +421 +4%
CPRC
870
Consolidated Portfolio Review Corp
New York
$680K +$277K +4,002 +63%
ACM
871
Altrius Capital Management
North Carolina
$679K -$61.3K -886 -8%
STFP
872
Signal Tree Financial Partners
Ohio
$676K +$51.5K +745 +8%
TC
873
Trilogy Capital
California
$674K +$12K +174 +2%
KPWS
874
Kestra Private Wealth Services
Texas
$673K +$262K +3,781 +59%
AT
875
Arlington Trust
Alabama
$670K +$135K +1,950 +24%
33 34
35
36 37