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SPYM

State Street SPDR Portfolio S&P 500 ETF
SPYM

Name Holding Trade Value Shares
Change 		Change in
Stake
SB
101
Suntrust Banks
Georgia
$1.89M +$2.23M +65,914 New
CFGF
102
Compass Financial Group (Florida)
Florida
$1.89M -$1.66K -49 -0.1%
CI
103
CX Institutional
Indiana
$1.88M +$1.85M +54,487 New
GG
104
GenWealth Group
New Jersey
$1.84M +$1.79M +52,868 New
CWSR
105
Chessman Wealth Strategies RIA
Texas
$1.75M -$3.62M -106,937 -68%
PEA
106
Pacific Edge Advisors
California
$1.74M -$275K -8,100 -14%
TFS
107
Thoroughbred Financial Services
Tennessee
$1.74M +$932K +27,488 New
DWM
108
Doyle Wealth Management
Florida
$1.68M +$319K +9,426 +24%
RMAM
109
Raab & Moskowitz Asset Management
New Jersey
$1.65M +$84.4K +2,489 +5%
VIP
110
Vantage Investment Partners
Missouri
$1.56M +$3.76K +111 +0.2%
AWM
111
Affinity Wealth Management
Delaware
$1.55M +$47.5K +1,401 +3%
GAM
112
Gould Asset Management
California
$1.55M – – –
WFWM
113
Wechter Feldman Wealth Management
New Jersey
$1.48M +$20.2K +595 +1%
AWM
114
Avior Wealth Management
Nebraska
$1.44M +$224K +6,622 +19%
BPWA
115
Beacon Pointe Wealth Advisors
California
$1.44M +$175K +5,159 +14%
CAL
116
Capital Analysts LLC
Pennsylvania
$1.42M +$1.1M +32,434 +379%
CAM
117
Concorde Asset Management
Michigan
$1.41M -$296K -8,738 -18%
DRS
118
Deane Retirement Strategies
Louisiana
$1.33M -$50.4K -1,487 -4%
WP
119
WealthPLAN Partners
Nebraska
$1.28M +$250K +7,380 +25%
WCA
120
Westover Capital Advisors
Delaware
$1.26M +$47.4K +1,399 +4%
NF
121
Nikulski Financial
Iowa
$1.22M +$49.6K +1,464 +4%
DWM
122
Darwin Wealth Management
Florida
$1.19M +$367K +10,834 +46%
AA
123
Alesco Advisors
New York
$1.19M +$1.12K +33 +0.1%
NFG
124
Next Financial Group
Texas
$1.17M +$1.15M +33,845 New
WCM
125
Wealthcare Capital Management
Virginia
$1.12M +$383K +11,305 +53%
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