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State Street SPDR Portfolio S&P 500 ETF
SPYM

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Private Wealth Group
151
Private Wealth Group
Florida
USD 69.4 M +USD 2.35 M +27,538 +4%
Auour Investments
152
Auour Investments
Massachusetts
USD 69 M -USD 796 k -9,325 -1%
Harbour Investments
153
Harbour Investments
Wisconsin
USD 69 M +USD 3.72 M +43,654 +6%
Penobscot Wealth Management
154
Penobscot Wealth Management
Maine
USD 69 M -USD 753 k -8,829 -1%
ODFS
155
O'Donnell Financial Services
California
USD 68.8 M +USD 1.48 M +17,336 +2%
Fifth Third Bancorp
156
Fifth Third Bancorp
Ohio
USD 68.8 M +USD 2.87 M +33,626 +4%
Eagle Strategies
157
Eagle Strategies
New York
USD 67.3 M -USD 14.5 M -170,445 -18%
Western Wealth Management
158
Western Wealth Management
Colorado
USD 65.4 M +USD 2.28 M +26,777 +4%
WBH Advisory
159
WBH Advisory
Maryland
USD 65.1 M +USD 2.56 M +29,960 +4%
Cahaba Wealth Management
160
Cahaba Wealth Management
Georgia
USD 64.9 M -USD 236 k -2,772 -0.4%
New Perspectives Inc
161
New Perspectives Inc
Mississippi
USD 64.5 M +USD 252 k +2,949 +0.4%
IHT Wealth Management
162
IHT Wealth Management
Illinois
USD 63.9 M +USD 62 M +727,035 Nuevas
Liberty Square Wealth Partners
163
Liberty Square Wealth Partners
Pennsylvania
USD 62.9 M +USD 3.94 M +46,190 +7%
Snowden Capital Advisors
164
Snowden Capital Advisors
New York
USD 62.3 M -USD 549 k -6,433 -0.9%
Tull Financial Group
165
Tull Financial Group
Virginia
USD 62.1 M +USD 1.47 M +17,224 +2%
Stonebrook Private
166
Stonebrook Private
Michigan
USD 61.8 M +USD 23.7 M +278,374 +66%
HM Payson & Co
167
HM Payson & Co
Maine
USD 61.3 M +USD 3.07 M +36,037 +5%
First Heartland Consultants
168
First Heartland Consultants
Missouri
USD 60 M +USD 6.7 M +78,486 +13%
Rockbridge Investment Management
169
Rockbridge Investment Management
New York
USD 59.9 M +USD 3.39 M +39,786 +6%
PBF
170
Petix & Botte Financial
California
USD 59.7 M +USD 31.3 M +366,631 +117%
Geneos Wealth Management
171
Geneos Wealth Management
Colorado
USD 59.4 M -USD 2.31 M -27,019 -4%
MONECO Advisors
172
MONECO Advisors
Connecticut
USD 58.7 M +USD 4.37 M +51,269 +8%
Stone House Investment Management
173
Stone House Investment Management
Pennsylvania
USD 58.7 M +USD 56.9 M +667,314 +460,217%
CWM
174
Cornerstone Wealth Management
Missouri
USD 58.4 M +USD 2.86 M +33,569 +5%
Focus Partners Wealth
175
Focus Partners Wealth
Massachusetts
USD 57.3 M +USD 2.38 M +27,898 +4%
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