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SPYM

State Street SPDR Portfolio S&P 500 ETF
SPYM

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
1076
SeaCrest Wealth Management
New York
$943K +$156K +1,834 +21%
KF
1077
Kelsey Financial
California
$942K +$6.91K +81 +0.8%
KFI
1078
Key Financial Inc
Pennsylvania
$942K +$13.4K +157 +1%
ACA
1079
Ascension Capital Advisors
Texas
$939K +$912K +10,689 New
GXJ
1080
Global X Japan
Japan
$934K +$94.7K +1,110 +12%
CWM
1081
Chemistry Wealth Management
New York
$932K -$41.7K -489 -4%
DWM
1082
Defined Wealth Management
Oregon
$925K +$57.9K +679 +7%
RIP
1083
Reliant Investment Partners
North Carolina
$922K – – –
TSS
1084
Taylor Securities Services
Pennsylvania
$920K -$2.9K -34 -0.3%
GC
1085
Grimes & Company
Massachusetts
$919K -$3.35M -39,213 -79%
MAFA
1086
MJT & Associates Financial Advisory
Minnesota
$919K – – –
M
1087
MATAURO
New York
$917K +$891K +10,438 New
FTWA
1088
Fifth Third Wealth Advisors
Ohio
$916K +$376K +4,408 +73%
PWA
1089
Perspective Wealth Advisors
Colorado
$913K -$45K -528 -5%
BDPWM
1090
Barnes Dennig Private Wealth Management
Ohio
$907K +$277K +3,245 +46%
T
1091
Transce3nd
Texas
$907K -$100K -1,176 -10%
SFSG
1092
Sound Financial Strategies Group
Mississippi
$903K +$877K +10,279 New
BFG
1093
Berger Financial Group
Minnesota
$900K +$7.51K +88 +0.9%
HFS
1094
Hughes Financial Services
Virginia
$899K +$33.5K +393 +4%
RBFC
1095
Roman Butler Fullerton & Co
Missouri
$897K +$16.5K +193 +2%
VWWMG
1096
Vermillion & White Wealth Management Group
Pennsylvania
$890K -$43.7K -512 -5%
HTHT
1097
Hemenway Trust Hemenway Trust
New Hampshire
$886K – – –
LAS
1098
LWM Advisory Services
Florida
$883K +$858K +10,052 New
EC
1099
Eaton-Cambridge
Arizona
$883K +$857K +10,043 New
GHI
1100
Gross & Hartman Investments
Pennsylvania
$882K +$112K +1,315 +15%
42 43
44
45 46