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SPYM

State Street SPDR Portfolio S&P 500 ETF
SPYM

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
1101
Scotia Capital
Ontario, Canada
$207K +$208K +3,005 New
CWA
1102
CogentBlue Wealth Advisors
Tennessee
$207K +$208K +3,001 New
BNMT
1103
Bawa N Mallick Trust
New York
$207K +$208K +3,000 New
SAM
1104
Sequent Asset Management
Texas
$206K – – –
MAG
1105
M3 Advisory Group
Massachusetts
$205K – – –
IGGA
1106
Iron Gate Global Advisors
Utah
$205K +$206K +2,968 New
PAM
1107
PVG Asset Management
Colorado
$204K -$1.32K -19 -0.6%
CGA
1108
Crescent Grove Advisors
Illinois
$202K +$203K +2,929 New
SMA
1109
Sage Mountain Advisors
Georgia
$201K +$19.8K +285 +11%
RFP
1110
RCS Financial Planning
Maryland
$201K -$81.3K -1,173 -29%
SPW
1111
Sonoma Private Wealth
California
$201K +$202K +2,910 New
EWA
1112
Exencial Wealth Advisors
Oklahoma
$200K +$201K +2,905 New
BIM
1113
Breakwater Investment Management
Washington
$199K +$8.6K +124 +4%
NWWA
1114
New Wave Wealth Advisors
Arkansas
$194K -$89.1K -1,285 -31%
PFBT
1115
Parkside Financial Bank & Trust
Missouri
$192K +$193K +2,779 New
MRP
1116
Measured Risk Portfolios
California
$185K +$186K +2,689 New
PA
1117
Parallel Advisors
California
$172K +$59.9K +864 +53%
GWS
1118
Glassman Wealth Services
Virginia
$165K +$13K +188 +9%
GT
1119
Glenmede Trust
Pennsylvania
$162K – – –
SMAM
1120
Sugar Maple Asset Management
Wisconsin
$158K +$159K +2,290 New
WCM
1121
Winthrop Capital Management
Indiana
$150K – – –
WB
1122
Webster Bank
Connecticut
$150K +$74.5K +1,075 +98%
FGC
1123
Financial Gravity Companies
Texas
$147K -$12.5K -180 -8%
S
1124
SignatureFD
Georgia
$147K +$12.4K +179 +9%
PFM
1125
Phillips Financial Management
Indiana
$140K – – –
43 44
45
46 47