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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SW
226
Simplicity Wealth
New Jersey
$40.5M +$3.96M +46,393 +11%
IA
227
IFG Advisory
Georgia
$40M +$38.8M +455,278 +266,244%
MHWM
228
Montz Harcus Wealth Management
Louisiana
$39.9M +$358K +4,195 +0.9%
FTUS
229
Flow Traders U.S.
New York
$39.3M +$38.1M +447,152 New
FFA
230
Fragasso Financial Advisors
Pennsylvania
$38.4M +$1.04M +12,211 +3%
VCP
231
Verus Capital Partners
Arizona
$38.1M +$6.46M +75,747 +21%
MFG
232
Merit Financial Group
Georgia
$38M -$11.9K -139 -0%
CIC
233
Carnegie Investment Counsel
Ohio
$37.8M +$2.36M +27,708 +7%
KLI
234
Kelman-Lazarov Inc
Tennessee
$37.8M +$782K +9,171 +2%
IFG
235
Independent Financial Group
California
$37.5M -$2.13M -24,973 -6%
HBFP
236
Henderson Brothers Financial Partners
Pennsylvania
$37.4M -$1.2M -14,018 -3%
MGIA
237
Moneta Group Investment Advisors
Missouri
$37.1M -$7.08K -83 -0%
EWA
238
EP Wealth Advisors
California
$36.8M +$25.6M +299,663 +251%
PIA
239
Perennial Investment Advisors
California
$36.6M +$18.6M +218,589 +110%
EIA
240
Eldridge Investment Advisors
New Hampshire
$36.6M -$2.68M -31,445 -7%
GWP
241
Gateway Wealth Partners
Wisconsin
$36.5M -$23.9M -280,349 -40%
BCI
242
Brinker Capital Investments
Pennsylvania
$36.3M +$2.69M +31,490 +8%
BAG
243
Bauman Advisory Group
Nevada
$36.3M -$197K -2,304 -0.6%
FWP
244
Forefront Wealth Partners
Texas
$36M +$3.46M +40,597 +11%
VOYA Investment Management
245
VOYA Investment Management
Georgia
$35.8M -$8.96K -105 -0%
ABTD
246
Arvest Bank Trust Division
Oklahoma
$35.2M -$440K -5,152 -1%
CIM
247
Capital Investment Management
Missouri
$34.9M +$142K +1,667 +0.4%
NIA
248
NBZ Investment Advisors
Tennessee
$34.7M -$367K -4,305 -1%
BCMLT
249
Beacon Capital Management LLC (Tennessee)
Tennessee
$34.7M +$32.4M +380,146 +2,671%
AWA
250
Arete Wealth Advisors
Illinois
$34.4M +$3.38M +39,648 +11%