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SPYM

State Street SPDR Portfolio S&P 500 ETF
SPYM

Name Holding Trade Value Shares
Change 		Change in
Stake
LFAS
101
Level Four Advisory Services
Texas
$377K +$41.6K +1,312 +12%
LM
102
Legg Mason
Maryland
$376K +$2.29K +72 +0.6%
CAM
103
Concorde Asset Management
Michigan
$367K – – –
RJA
104
Raymond James & Associates
Florida
$359K +$358K +11,267 New
IA
105
IFP Advisors
Florida
$356K +$343K +10,820 +3,211%
AUB
106
Atlantic Union Bankshares
Virginia
$334K +$121K +3,810 +57%
TF
107
TLWM Financial
Texas
$331K +$16.6K +522 +5%
FHC
108
First Heartland Consultants
Missouri
$325K -$2.63M -82,812 -89%
WSTAM
109
Wilbanks Smith & Thomas Asset Management
Virginia
$309K – – –
SWP
110
Stratos Wealth Partners
Ohio
$307K – – –
UAS
111
United Asset Strategies
New York
$296K -$3.03M -95,436 -91%
IAS
112
INR Advisory Services
Pennsylvania
$294K +$95.7K +3,017 +49%
CMBA
113
C.M. Bidwell & Associates
Hawaii
$272K – – –
LTFS
114
Ladenburg Thalmann Financial Services
Florida
$251K – – –
VF
115
Virtu Financial
New York
$248K +$247K +7,770 New
CA
116
Cetera Advisors
Colorado
$241K -$1.55M -48,923 -87%
ATFA
117
All Terrain Financial Advisors
Minnesota
$241K -$29.2K -919 -11%
AIM
118
Arcadia Investment Management
Michigan
$220K – – –
DWM
119
Doyle Wealth Management
Florida
$215K +$214K +6,741 New
SMC
120
Smith, Moore & Co
Missouri
$213K -$6.12K -193 -3%
WP
121
WealthShield Partners
North Carolina
$206K +$189K +5,942 +1,154%
BRC
122
Bell Rock Capital
Delaware
$205K +$99.8K +3,144 +97%
APA
123
American Portfolios Advisors
New York
$187K – – –
OIA
124
OneDigital Investment Advisors
Kansas
$186K +$115K +3,613 +162%
RCAG
125
Rehmann Capital Advisory Group
Michigan
$143K – – –
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5
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