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State Street SPDR Portfolio S&P 500 ETF
SPYM

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Integrity Alliance
101
Integrity Alliance
Iowa
USD 115 M +USD 25.4 M +297,476 +30%
LVW Advisors
102
LVW Advisors
New York
USD 109 M +USD 7.09 M +83,132 +7%
Vertex Planning Partners
103
Vertex Planning Partners
Illinois
USD 108 M +USD 24.3 M +284,345 +30%
Thrivent Financial for Lutherans
104
Thrivent Financial for Lutherans
Minnesota
USD 106 M +USD 42.9 M +502,625 +72%
D.J. St. Germain
105
D.J. St. Germain
Massachusetts
USD 106 M +USD 5.66 M +66,358 +6%
Crews Bank & Trust
106
Crews Bank & Trust
Florida
USD 104 M +USD 2.56 M +29,973 +3%
Brown Financial Advisory
107
Brown Financial Advisory
Alabama
USD 101 M +USD 6.14 M +71,955 +7%
Empower Advisory Group
108
Empower Advisory Group
Colorado
USD 101 M -USD 77.5 M -907,842 -44%
One Day In July LLC
109
One Day In July LLC
Vermont
USD 101 M +USD 7.54 M +88,350 +8%
Park Avenue Securities
110
Park Avenue Securities
New York
USD 100 M +USD 2.37 M +27,769 +3%
Marks Group Wealth Management
111
Marks Group Wealth Management
Minnesota
USD 98.3 M +USD 72.2 M +845,947 +310%
Detalus Advisors
112
Detalus Advisors
Missouri
USD 98.3 M +USD 20.6 M +241,565 +28%
Sterling Group Wealth Management
113
Sterling Group Wealth Management
California
USD 96.1 M +USD 1.16 M +13,647 +1%
Physician Wealth Advisors
114
Physician Wealth Advisors
Utah
USD 94 M +USD 33.7 M +394,731 +58%
WCG Wealth Advisors
115
WCG Wealth Advisors
Nevada
USD 94 M -USD 7.67 M -89,908 -8%
Mercer Global Advisors
116
Mercer Global Advisors
Colorado
USD 91.5 M +USD 12.8 M +150,077 +17%
Two Sigma Investments
117
Two Sigma Investments
New York
USD 90.1 M -USD 68.8 M -806,700 -44%
World Investment Advisors
118
World Investment Advisors
California
USD 89.8 M -USD 121 k -1,420 -0.1%
Penserra Capital Management
119
Penserra Capital Management
California
USD 89.8 M +USD 18.6 M +218,509 +27%
OneAscent Financial Services
120
OneAscent Financial Services
Alabama
USD 89.1 M +USD 303 k +3,554 +0.4%
West Wealth Group
121
West Wealth Group
California
USD 88.5 M +USD 37.9 M +444,557 +79%
SFS
122
Security Financial Services
Indiana
USD 87.5 M +USD 26.5 M +310,051 +45%
Bank of New York Mellon
123
Bank of New York Mellon
New York
USD 87.4 M +USD 12.6 M +147,983 +17%
Leading Edge Financial Planning
124
Leading Edge Financial Planning
Tennessee
USD 86.7 M +USD 6.09 M +71,335 +8%
Avidian Wealth Enterprises
125
Avidian Wealth Enterprises
Texas
USD 85.5 M -USD 6.58 M -77,147 -7%
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