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SPYM

State Street SPDR Portfolio S&P 500 ETF
SPYM

Name Holding Trade Value Shares
Change 		Change in
Stake
SGK
1101
Steigerwald Gordon & Koch
Virginia
$376K – – –
IDA
1102
Intelligence Driven Advisers
California
$376K – – –
FA
1103
Fortis Advisors
Pennsylvania
$376K -$60.7K -805 -14%
CFP
1104
Catalyst Financial Partners
Massachusetts
$370K +$12.9K +171 +4%
SIAG
1105
Safeguard Investment Advisory Group
California
$369K -$70.8K -939 -17%
FA
1106
Fiducient Advisors
Illinois
$367K +$354K +4,690 New
SL
1107
Sentinus LLC
Illinois
$365K -$44.8K -594 -11%
TC
1108
TownSquare Capital
Utah
$364K -$287K -3,801 -45%
AA
1109
Apriem Advisors
California
$363K -$1.21K -16 -0.3%
CA
1110
Claro Advisors
Massachusetts
$362K +$151 +2 +0%
WJA
1111
Willis Johnson & Associates
Texas
$358K +$85.6K +1,135 +33%
MG
1112
Mather Group
Illinois
$356K -$20.7K -275 -6%
DI
1113
DAGCO Inc
Ohio
$351K +$16.7K +222 +5%
WWM
1114
Woodside Wealth Management
Massachusetts
$347K -$18.4K -244 -5%
HCMG
1115
Howard Capital Management Group
California
$344K -$72.5K -961 -18%
CPWA
1116
Cerro Pacific Wealth Advisors
California
$344K -$119K -1,580 -26%
RWM
1117
Revisor Wealth Management
Ohio
$341K +$37.7K +500 +13%
CAC
1118
Certified Advisory Corp
Florida
$340K +$20.7K +274 +7%
IWA
1119
Inspirion Wealth Advisors
Illinois
$340K +$6.71K +89 +2%
PAG
1120
Paladin Advisory Group
Iowa
$339K +$170K +2,249 +108%
IAIM
1121
International Assets Investment Management
Florida
$339K – – –
RF
1122
Rossby Financial
Florida
$337K -$9.13K -121 -3%
EW
1123
Element Wealth
Mississippi
$336K +$17K +225 +6%
GC
1124
Grimes & Company
Massachusetts
$336K +$41.6K +552 +15%
OCG
1125
Opus Capital Group
Ohio
$334K – – –
43 44
45
46 47