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SPYM

State Street SPDR Portfolio S&P 500 ETF
SPYM

Name Holding Trade Value Shares
Change 		Change in
Stake
LAS
926
Lloyd Advisory Services
Georgia
$1.22M -$24.4M -304,508 -95%
KFG
927
Kingdom Financial Group
Arizona
$1.22M +$144K +1,805 +13%
AIC
928
Ayalon Insurance Company
Israel
$1.2M – – –
VCM
929
Virtue Capital Management
Tennessee
$1.19M +$84.9K +1,061 +7%
SAG
930
SageView Advisory Group
California
$1.18M +$902K +11,271 +272%
QCM
931
QRG Capital Management
Illinois
$1.18M -$28.8K -360 -2%
RPCONE
932
Retirement Planning Company of New England
Rhode Island
$1.17M +$142K +1,778 +13%
TF
933
TLWM Financial
Texas
$1.17M +$49.8K +623 +4%
QWM
934
Quadcap Wealth Management
Texas
$1.16M +$5.28K +66 +0.4%
CJ
935
Caitlin John
Michigan
$1.16M -$348K -4,352 -22%
SWA
936
Serenus Wealth Advisors
California
$1.16M – – –
AIA
937
AssuredPartners Investment Advisors
Florida
$1.16M +$426K +5,332 +55%
SIAS
938
Summit Investment Advisory Services
Minnesota
$1.16M -$27.5K -344 -2%
MCM
939
MAI Capital Management
Ohio
$1.16M -$217K -2,714 -15%
FMN
940
Financial Management Network
California
$1.15M -$160 -2 -0%
GAM
941
Gotham Asset Management
New York
$1.14M – – –
WIP
942
WealthCare Investment Partners
Rhode Island
$1.14M -$6.32K -79 -0.5%
SWA
943
Sax Wealth Advisors
New Jersey
$1.14M -$113K -1,412 -9%
SFM
944
Signet Financial Management
New Jersey
$1.13M – – –
BWA
945
BlueChip Wealth Advisors
Georgia
$1.12M +$596K +7,447 +103%
OBWG
946
Onyx Bridge Wealth Group
New York
$1.12M -$16.4K -205 -1%
CPG
947
Cornerstone Planning Group
New Jersey
$1.11M +$834K +10,424 +392%
LAM
948
LOM Asset Management
$1.11M – – –
WF
949
Whelan Financial
California
$1.11M – – –
VAMG
950
Voisard Asset Management Group
Michigan
$1.1M -$12.2K -152 -1%
36 37
38
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