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SPYM

State Street SPDR Portfolio S&P 500 ETF
SPYM

Name Holding Trade Value Shares
Change 		Change in
Stake
EW
1076
Element Wealth
Mississippi
$4.39K – – –
AW
1077
Avion Wealth
Texas
$3K – – –
AIP
1078
Ameritas Investment Partners
Nebraska
$2.9K – – –
OP
1079
ORG Partners
Indiana
$2.9K -$38.4K -590 -93%
NRG
1080
Nemes Rush Group
Michigan
$2.77K -$6.83K -105 -70%
GEA
1081
Glen Eagle Advisors
New Jersey
$2.02K – – –
SRCM
1082
Signature Resources Capital Management
California
$1.62K +$1.56K +24 New
DCM
1083
Davis Capital Management
Florida
$1.42K – – –
CPA
1084
Capital Performance Advisors
California
$1.34K +$1.3K +20 New
BL
1085
BFSG LLC
California
$1.08K -$1.56K -24 -60%
BCWM
1086
Bartlett & Co Wealth Management
Ohio
$878 -$455 -7 -35%
MCM
1087
Manchester Capital Management
Vermont
$685 – – –
OIA
1088
Optimum Investment Advisors
Illinois
$675 – – –
VCM
1089
Versant Capital Management
Arizona
$630 – – –
HR
1090
Howe & Rusling
New York
$544 – – –
MA
1091
Montag & Associates
Georgia
$406 – – –
PGAM
1092
Princeton Global Asset Management
New Jersey
$405 – – –
AFG
1093
Albion Financial Group
Utah
$338 – – –
HWA
1094
HHM Wealth Advisors
Tennessee
$203 – – –
RAM
1095
Riggs Asset Management
Pennsylvania
$203 – – –
GIA
1096
GHP Investment Advisors
Colorado
$68 – – –
YAL
1097
Your Advocates Ltd
Texas
$68 – – –
QC
1098
Quent Capital
New York
$68 +$65 +1 New
OFS
1099
OneAscent Financial Services
Alabama
– -$71.4M -1,115,055 Closed
SWM
1100
SigFig Wealth Management
California
– -$31.5M -491,445 Closed
42 43
44
45 46