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State Street SPDR Portfolio S&P 500 ETF
SPYM

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
CreativeOne Wealth
126
CreativeOne Wealth
Kansas
USD 85.4 M +USD 54.3 M +636,165 +190%
Tectonic Advisors
127
Tectonic Advisors
Texas
USD 84.8 M -USD 898 k -10,529 -1%
Intrua Financial
128
Intrua Financial
Texas
USD 84.5 M -USD 651 k -7,635 -0.8%
Lifelong Wealth Advisors
129
Lifelong Wealth Advisors
Minnesota
USD 82.6 M +USD 11.9 M +139,890 +17%
One Wealth Advisors
130
One Wealth Advisors
California
USD 81.4 M +USD 20.7 M +243,137 +36%
Solitude Financial Services
131
Solitude Financial Services
Virginia
USD 80.7 M +USD 733 k +8,596 +0.9%
Equitable Holdings
132
Equitable Holdings
New York
USD 79.6 M +USD 22 M +257,360 +40%
Allen Capital Group
133
Allen Capital Group
Nebraska
USD 79.4 M +USD 1.63 M +19,118 +2%
Sanctuary Advisors
134
Sanctuary Advisors
Indiana
USD 78.5 M +USD 19.1 M +223,688 +33%
Standpoint Asset Management
135
Standpoint Asset Management
Arizona
USD 77.8 M +USD 2.54 M +29,800 +3%
NEWAS
136
N.E.W. Advisory Services
Wisconsin
USD 77.1 M -USD 5.76 M -67,559 -7%
Jupiter Topco
137
Jupiter Topco
New York
USD 76.6 M +USD 74.3 M +871,296 Nuevas
Horst & Graben Wealth Management
138
Horst & Graben Wealth Management
Oregon
USD 76.3 M +USD 28.5 M +333,982 +62%
Taiyo Life Insurance Company
139
Taiyo Life Insurance Company
Japan
USD 75.2 M – – –
Dynamic Advisor Solutions
140
Dynamic Advisor Solutions
Arizona
USD 75.1 M +USD 174 k +2,041 +0.2%
Waterloo Capital
141
Waterloo Capital
Texas
USD 74.8 M +USD 57.1 M +669,820 +368%
CPA
142
Capital Performance Advisors
California
USD 74 M +USD 3.33 M +39,072 +5%
Principal Securities
143
Principal Securities
Iowa
USD 73.7 M -USD 2.37 M -27,725 -3%
IAG Wealth Partners
144
IAG Wealth Partners
Wisconsin
USD 73.7 M -USD 658 k -7,712 -0.9%
HighPoint Advisor Group
145
HighPoint Advisor Group
Illinois
USD 73.5 M +USD 15.6 M +182,994 +28%
Denver Wealth Management
146
Denver Wealth Management
Colorado
USD 73 M +USD 4.92 M +57,672 +7%
BlackRock
147
BlackRock
New York
USD 72.9 M +USD 12 M +140,307 +20%
Vise Technologies
148
Vise Technologies
New York
USD 71.2 M +USD 60.6 M +710,026 +706%
Keystone Financial Group (Kentucky)
149
Keystone Financial Group (Kentucky)
Kentucky
USD 70.2 M +USD 7.23 M +84,738 +12%
Procyon Advisors
150
Procyon Advisors
Connecticut
USD 69.7 M +USD 2.9 M +33,956 +4%
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