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State Street SPDR Portfolio S&P 500 ETF
SPYM

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Strategic Family Wealth Counselors
926
Strategic Family Wealth Counselors
New Jersey
USD 1.88 M +USD 1.36 M +15,889 +290%
Whittier Trust
927
Whittier Trust
California
USD 1.86 M -USD 63.9 k -749 -3%
CLA (CliftonLarsonAllen) Wealth Advisors
928
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
USD 1.85 M +USD 1.79 M +21,026 Nuevas
GK Wealth Management
929
GK Wealth Management
Nevada
USD 1.85 M +USD 1.79 M +21,019 Nuevas
Brighton Jones LLC
930
Brighton Jones LLC
Washington
USD 1.84 M +USD 187 k +2,188 +12%
Mendel Money Management
931
Mendel Money Management
Illinois
USD 1.84 M +USD 229 k +2,679 +15%
Town Capital
932
Town Capital
Maryland
USD 1.83 M -USD 130 k -1,519 -7%
Concord Asset Management (Virginia)
933
Concord Asset Management (Virginia)
Virginia
USD 1.83 M -USD 56.7 k -665 -3%
Hartford Financial Management
934
Hartford Financial Management
Connecticut
USD 1.81 M +USD 44.3 k +519 +3%
Cullen Investment Group
935
Cullen Investment Group
Louisiana
USD 1.81 M +USD 191 k +2,238 +12%
Wilkins Miller Wealth Management
936
Wilkins Miller Wealth Management
Alabama
USD 1.81 M +USD 23.3 k +273 +1%
The Wealth Group
937
The Wealth Group
Minnesota
USD 1.79 M -USD 3.41 k -40 -0.2%
Legacy Edge Advisors
938
Legacy Edge Advisors
New York
USD 1.79 M +USD 1.96 k +23 +0.1%
Collier Financial
939
Collier Financial
Colorado
USD 1.77 M -USD 42.3 k -496 -2%
Great Lakes Retirement
940
Great Lakes Retirement
Ohio
USD 1.77 M -USD 381 k -4,465 -18%
GoalVest Advisory
941
GoalVest Advisory
New York
USD 1.77 M – – –
Coldstream Capital Management
942
Coldstream Capital Management
Washington
USD 1.76 M +USD 1.71 M +19,987 Nuevas
Landmark Wealth Management (New York)
943
Landmark Wealth Management (New York)
New York
USD 1.74 M -USD 85.5 k -1,002 -5%
Orgel Wealth Management
944
Orgel Wealth Management
Wisconsin
USD 1.73 M +USD 644 k +7,550 +62%
Keystone Wealth Services
945
Keystone Wealth Services
California
USD 1.73 M +USD 27 k +316 +2%
Trivant Custom Portfolio Group
946
Trivant Custom Portfolio Group
California
USD 1.73 M +USD 51.5 k +604 +3%
FLP Wealth Management
947
FLP Wealth Management
Arkansas
USD 1.72 M +USD 730 k +8,559 +78%
Ruggiero Investments
948
Ruggiero Investments
Florida
USD 1.71 M +USD 1.19 M +13,996 +255%
Old Mission Capital
949
Old Mission Capital
Illinois
USD 1.71 M +USD 1.66 M +19,438 Nuevas
Richard W. Paul & Associates
950
Richard W. Paul & Associates
Michigan
USD 1.71 M -USD 22.2 k -260 -1%
36 37
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39 40