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SPYM

State Street SPDR Portfolio S&P 500 ETF
SPYM

Name Holding Trade Value Shares
Change 		Change in
Stake
CWMGP
1326
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
– -$327K -4,744 Closed
CAM
1327
Concorde Asset Management
Michigan
– -$320K -4,640 Closed
BFWM
1328
Bright Futures Wealth Management
New York
– -$321K -4,529 Closed
DWA
1329
Delap Wealth Advisory
Oregon
– -$307K -4,451 Closed
SCA
1330
Sandy Cove Advisors
Massachusetts
– -$297K -4,310 Closed
RIA
1331
Regal Investment Advisors
Michigan
– -$287K -4,170 Closed
CFGS
1332
Concourse Financial Group Securities
Alabama
– -$273K -3,826 Closed
NRC
1333
New Republic Capital
North Carolina
– -$226K -3,284 Closed
CA
1334
Claris Advisors
Missouri
– -$220K -3,186 Closed
FCBT
1335
First Citizens Bank & Trust
North Carolina
– -$218K -3,168 Closed
AWA
1336
Aaron Wealth Advisors
Illinois
– -$208K -3,022 Closed
DCM
1337
DGS Capital Management
New Jersey
– -$207K -3,006 Closed
SC
1338
Scotia Capital
Ontario, Canada
– -$207K -3,005 Closed
BNMT
1339
Bawa N Mallick Trust
New York
– -$207K -3,000 Closed
SAM
1340
Sequent Asset Management
Texas
– -$206K -2,983 Closed
MAG
1341
M3 Advisory Group
Massachusetts
– -$205K -2,975 Closed
IGGA
1342
Iron Gate Global Advisors
Utah
– -$205K -2,968 Closed
PAM
1343
PVG Asset Management
Colorado
– -$204K -2,952 Closed
CGA
1344
Crescent Grove Advisors
Illinois
– -$202K -2,929 Closed
RFP
1345
RCS Financial Planning
Maryland
– -$201K -2,916 Closed
SPW
1346
Sonoma Private Wealth
California
– -$201K -2,910 Closed
NWWA
1347
New Wave Wealth Advisors
Arkansas
– -$194K -2,819 Closed
MRP
1348
Measured Risk Portfolios
California
– -$185K -2,689 Closed
SMAM
1349
Sugar Maple Asset Management
Wisconsin
– -$158K -2,290 Closed
CP
1350
Castleview Partners
Texas
– -$92.4K -1,344 Closed
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