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SPYM

State Street SPDR Portfolio S&P 500 ETF
SPYM

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
901
AllSquare Wealth Management
New York
$8.94K – – –
EWM
902
EPG Wealth Management
Georgia
$8.2K +$3.98K +76 +117%
PCA
903
Providence Capital Advisors
North Carolina
$6.99K -$95.3K -1,819 -94%
CT
904
Cambridge Trust
Massachusetts
$5.42K – – –
FCA
905
FinTrust Capital Advisors
South Carolina
$4.36K – – –
EW
906
Element Wealth
Mississippi
$3.63K – – –
CSWM
907
Cassady Schiller Wealth Management
Ohio
$3.63K +$3.4K +65 New
GEA
908
Glen Eagle Advisors
New Jersey
$3.24K – – –
TFA
909
Transamerica Financial Advisors
Florida
$3K -$2.93K -56 -60%
OC
910
Oakworth Capital
Alabama
$2.96K – – –
SC
911
SouthState Corp
Florida
$2.85K +$2.67K +51 New
AAP
912
Arax Advisory Partners
Colorado
$2.79K -$17.2K -329 -87%
NRG
913
Nemes Rush Group
Michigan
$2.52K – – –
AIP
914
Ameritas Investment Partners
Nebraska
$2.4K – – –
NC
915
NewSquare Capital
Pennsylvania
$2.18K -$74.1K -1,414 -97%
HGERS
916
Householder Group Estate & Retirement Specialist
Arizona
$2K – – –
DCM
917
Davis Capital Management
Florida
$1.17K +$1.1K +21 New
SWM
918
Sanctuary Wealth Management
Idaho
$894 – – –
NSG
919
Nalls Sherbakoff Group
Tennessee
$576 – – –
MCM
920
Manchester Capital Management
Vermont
$562 – – –
OIA
921
Optimum Investment Advisors
Illinois
$559 – – –
VCM
922
Versant Capital Management
Arizona
$516 – – –
PGAM
923
Princeton Global Asset Management
New Jersey
$335 – – –
YAL
924
Your Advocates Ltd
Texas
$56 -$11.3K -215 -100%
WAS
925
Wealth Advisory Solutions
Indiana
– -$13.3M -265,093 Closed
35 36
37
38 39