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SPYM

State Street SPDR Portfolio S&P 500 ETF
SPYM

Name Holding Trade Value Shares
Change 		Change in
Stake
JWM
176
Jackson Wealth Management
Florida
$5.78M -$8.38M -174,000 -57%
CRI
177
Colonial River Investments
Virginia
$5.73M +$2.98M +61,939 +92%
CA
178
CoreCap Advisors
Michigan
$5.66M +$302K +6,272 +5%
CC
179
Copperleaf Capital
North Carolina
$5.62M +$54.5K +1,132 +0.9%
WWP
180
WR Wealth Planners
Missouri
$5.59M +$223K +4,627 +4%
PFM
181
Parsec Financial Management
North Carolina
$5.49M -$550K -11,411 -8%
MHB
182
Midwest Heritage Bank
Iowa
$5.47M -$340K -7,060 -5%
FHA
183
Flagship Harbor Advisors
Massachusetts
$5.46M +$617K +12,813 +12%
VBFP
184
Valtinson Bruner Financial Planning
Minnesota
$5.35M +$68.6K +1,423 +1%
ACP
185
Aveo Capital Partners
Colorado
$5.24M -$237K -4,919 -4%
TC
186
TownSquare Capital
Utah
$5.21M +$169K +3,501 +3%
IRC
187
Investors Research Corp
Georgia
$5.17M +$984K +20,412 +21%
CA
188
Continuum Advisory
Idaho
$5.17M -$1.97M -40,851 -26%
SPIA
189
Steward Partners Investment Advisory
New York
$5.16M +$907K +18,818 +19%
BTWM
190
Baker Tilly Wealth Management
Wisconsin
$5.09M +$70K +1,452 +1%
SPI
191
Sutton Place Investors
New York
$5.07M -$160K -3,313 -3%
CFD
192
Creative Financial Designs
Indiana
$4.99M +$1.03M +21,380 +23%
DWM
193
Dakota Wealth Management
Florida
$4.85M +$1.94M +40,300 +58%
MCWS
194
McKinley Carter Wealth Services
West Virginia
$4.74M -$27.9K -579 -0.5%
CF
195
Centaurus Financial
California
$4.71M -$1.23M -25,563 -19%
LNC
196
Lincoln National Corp
Pennsylvania
$4.71M +$437K +9,067 +9%
AWA
197
ARQ Wealth Advisors
Arizona
$4.71M +$371K +7,705 +8%
GWM
198
Geneos Wealth Management
Colorado
$4.69M +$1.67M +34,625 +49%
BSG
199
Black Swift Group
Colorado
$4.68M +$861K +17,867 +20%
NC
200
NovaPoint Capital
Georgia
$4.67M -$1.14M -23,593 -18%
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