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SPYM

State Street SPDR Portfolio S&P 500 ETF
SPYM

Name Holding Trade Value Shares
Change 		Change in
Stake
CAC
926
Certified Advisory Corp
Florida
$222K +$213K +3,465 New
MAWAG
927
Mid-American Wealth Advisory Group
Missouri
$222K +$213K +3,463 New
LW
928
Linscomb Wealth
Texas
$212K – – –
SWIG
929
Strategic Wealth Investment Group
Kentucky
$212K +$204K +3,308 New
MLRA
930
Main Line Retirement Advisors
Montana
$212K +$677 +11 +0.3%
MBI
931
May Barnhard Investments
Maryland
$206K +$199K +3,226 New
SWM
932
SeaCrest Wealth Management
New York
$205K -$7.76K -126 -4%
SEP
933
Southland Equity Partners
Missouri
$203K +$195K +3,168 New
DCM
934
DGS Capital Management
New Jersey
$202K +$194K +3,152 New
PB
935
Pinnacle Bancorp
Nebraska
$199K – – –
TCG
936
Transcendent Capital Group
Oklahoma
$196K +$4.06K +66 +2%
MRCM
937
M&R Capital Management
New Jersey
$194K +$58.4K +949 +46%
IGWM
938
ICA Group Wealth Management
Colorado
$183K -$694K -11,280 -80%
M
939
MOTCO
Texas
$182K +$175K +2,849 New
NP
940
NorthRock Partners
Minnesota
$178K -$616 -10 -0.4%
PWM
941
Provident Wealth Management
Tennessee
$172K – – –
BIM
942
Breakwater Investment Management
Washington
$171K – – –
PFM
943
Phillips Financial Management
Indiana
$170K +$38.8K +631 +31%
SMA
944
Sage Mountain Advisors
Georgia
$169K -$30K -487 -16%
CP
945
Castleview Partners
Texas
$164K -$1.23K -20 -0.8%
AIM
946
Arcadia Investment Management
Michigan
$163K -$30.8K -500 -16%
TWC
947
TD Waterhouse Canada
Ontario, Canada
$161K – – –
PWM
948
Partnership Wealth Management
Maryland
$160K +$154K +2,500 New
TFF
949
The Family Firm
Maryland
$151K +$146K +2,365 New
GT
950
Glenmede Trust
Pennsylvania
$151K +$26.9K +437 +23%
36 37
38
39 40