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SPYM

State Street SPDR Portfolio S&P 500 ETF
SPYM

Name Holding Trade Value Shares
Change 		Change in
Stake
5L
76
55I LLC
Massachusetts
$10M +$5M +128,523 +102%
ACM
77
AlphaStar Capital Management
North Carolina
$9.84M -$47.9M -1,230,151 -83%
SFP
78
Strategic Financial Partners
Oregon
$9.59M -$3.94M -101,063 -29%
K
79
Kemper
Illinois
$9.2M -$3.04M -78,000 -25%
TCM
80
Towercrest Capital Management
Pennsylvania
$9.2M -$864K -22,190 -9%
PAG
81
Pinnacle Advisory Group
Maryland
$9.15M -$204K -5,230 -2%
WEPOG
82
Wealth Enhancement & Preservation of GA
Georgia
$9.09M +$1.52M +39,068 +20%
AWA
83
ARQ Wealth Advisors
Arizona
$8.94M -$121K -3,115 -1%
BWFA
84
Baltimore-Washington Financial Advisors
Maryland
$8.71M -$7.48K -192 -0.1%
CI
85
CX Institutional
Indiana
$8.5M -$26.5M -679,365 -76%
AFP
86
Ausdal Financial Partners
Iowa
$8.27M +$383K +9,842 +5%
ODCM
87
Old Dominion Capital Management
Virginia
$8M -$385K -9,891 -5%
FFN
88
Focus Financial Network
Minnesota
$7.87M +$2.48M +63,680 +47%
WA
89
WBH Advisory
Maryland
$7.84M +$229K +5,883 +3%
AF
90
Advisornet Financial
Minnesota
$7.63M -$5.56M -142,774 -42%
AWMG
91
Alliance Wealth Management Group
New Jersey
$7.5M -$901K -23,129 -11%
IA
92
IFP Advisors
Florida
$7.22M +$2.27M +58,277 +46%
HGWM
93
Horst & Graben Wealth Management
Oregon
$7.13M +$1.61M +41,367 +30%
GM
94
GeoWealth Management
Illinois
$7.06M +$6.33M +162,682 +980%
NEIRG
95
New England Investment & Retirement Group
Massachusetts
$6.95M +$335K +8,608 +5%
KBFS
96
Kohmann Bosshard Financial Services
Ohio
$6.79M -$121K -3,102 -2%
SMG
97
Smart Money Group
Texas
$6.76M -$1.56M -39,949 -19%
KTC
98
Kistler-Tiffany Companies
Pennsylvania
$6.71M +$561K +14,408 +9%
SIA
99
Strategic Investment Advisors
Michigan
$6.63M +$5.03M +129,073 +327%
PFM
100
Parsec Financial Management
North Carolina
$6.61M -$158K -4,058 -2%
2 3
4
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