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SPYM

State Street SPDR Portfolio S&P 500 ETF
SPYM

Name Holding Trade Value Shares
Change 		Change in
Stake
NAS
101
Nicolet Advisory Services
Wisconsin
$2.32M +$104K +2,978 +5%
FC
102
Financial Consulate
Maryland
$2.29M +$65.9K +1,897 +3%
CWM
103
CCG Wealth Management
California
$2.2M +$1.42M +40,800 +184%
CCM
104
Condor Capital Management
New Jersey
$2.17M +$119K +3,416 +6%
GF
105
Goodman Financial
Texas
$2.13M -$21.5K -619 -1%
VIM
106
Vista Investment Management
Pennsylvania
$2.12M -$1.06M -30,580 -33%
JWM
107
Jupiter Wealth Management
Colorado
$2.1M +$2.09M +60,180 New
SB
108
Suntrust Banks
Georgia
$2.09M +$240K +6,917 +10%
VDFA
109
Vickerman & Driscoll Financial Advisors
Washington
$2.06M +$90.7K +2,610 +5%
DWM
110
Doyle Wealth Management
Florida
$2.04M +$353K +10,141 +21%
PWMG
111
Prestige Wealth Management Group
New Jersey
$2M +$12.5K +359 +0.6%
CFGF
112
Compass Financial Group (Florida)
Florida
$1.99M +$84.9K +2,443 +4%
RMAM
113
Raab & Moskowitz Asset Management
New Jersey
$1.94M +$270K +7,772 +16%
AW
114
ACG Wealth
Georgia
$1.93M -$9.35K -269 -0.5%
CPA
115
Capital Planning Advisors
California
$1.81M +$1.81M +51,967 New
RCA
116
Ranch Capital Advisors
Florida
$1.79M +$1.78M +51,287 New
PEA
117
Pacific Edge Advisors
California
$1.76M – – –
TRCT
118
Tower Research Capital (TRC)
New York
$1.72M +$1.27M +36,513 +283%
WFWM
119
Wechter Feldman Wealth Management
New Jersey
$1.72M +$227K +6,516 +15%
AWM
120
Avior Wealth Management
Nebraska
$1.72M +$261K +7,514 +18%
BPWA
121
Beacon Pointe Wealth Advisors
California
$1.7M +$245K +7,052 +17%
VIP
122
Vantage Investment Partners
Missouri
$1.58M +$278 +8 +0%
GAM
123
Gould Asset Management
California
$1.53M -$29.5K -850 -2%
AWM
124
Affinity Wealth Management
Delaware
$1.51M -$56.9K -1,636 -4%
DWM
125
Darwin Wealth Management
Florida
$1.51M +$308K +8,864 +26%
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