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SPYM

State Street SPDR Portfolio S&P 500 ETF
SPYM

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1501
Apex Wealth Management
New Hampshire
$212K +$206K +2,414 New
W
1502
Wealthquest
Ohio
$212K +$205K +2,408 New
SPP
1503
Single Point Partners
Massachusetts
$212K +$205K +2,407 New
MLL
1504
Moody Lynn & Lieberson
Massachusetts
$211K +$205K +2,400 New
FWM
1505
Foguth Wealth Management
Michigan
$211K +$206K +2,410 New
CFAM
1506
Center For Asset Management
Florida
$210K +$203K +2,385 New
SFS
1507
Strategic Financial Services
New York
$208K +$202K +2,365 New
HSWS
1508
Higgins & Schmidt Wealth Strategies
Colorado
$208K -$6.26M -73,372 -97%
LNB
1509
Ledyard National Bank
$207K +$201K +2,360 New
SFMG
1510
Sage Financial Management Group
Virginia
$207K +$200K +2,350 New
GWMR
1511
GC Wealth Management RIA
Massachusetts
$205K +$199K +2,334 New
TCOV
1512
Trust Company of Vermont
Vermont
$205K +$199K +2,332 New
OL
1513
Optas LLC
Texas
$205K +$199K +2,330 New
RMDI
1514
R.M. Davis Inc
Maine
$204K -$38.4K -450 -16%
SFG
1515
SageGuard Financial Group
Tennessee
$204K +$198K +2,324 New
FNBOO
1516
First National Bank of Omaha
Nebraska
$203K -$348K -4,083 -64%
WP
1517
Westmount Partners
California
$202K +$196K +2,302 New
NIM
1518
Nicollet Investment Management
Minnesota
$202K +$196K +2,300 New
CFB
1519
Cullen/Frost Bankers
Texas
$201K +$143K +1,674 +270%
MW
1520
Members Wealth
Pennsylvania
$201K +$196K +2,292 New
SMAM
1521
Sugar Maple Asset Management
Wisconsin
$201K +$195K +2,290 New
CCA
1522
Cypress Capital Advisors
Tennessee
$201K +$195K +2,289 New
AWM
1523
Angeles Wealth Management
California
$201K – – –
GSWM
1524
Greenup Street Wealth Management
Michigan
$200K -$229K -2,679 -54%
SL
1525
Salomon & Ludwin
Virginia
$197K +$58.7K +688 +44%
59 60
61
62 63