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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
226
Mercer Global Advisors
Colorado
$411K -$54.4K -1,504 -12%
MIM
227
Moseley Investment Management
Florida
$403K -$88.8K -2,455 -19%
AFWM
228
AMJ Financial Wealth Management
Virginia
$386K +$369K +10,199 New
WSTAM
229
Wilbanks Smith & Thomas Asset Management
Virginia
$379K +$12.3K +339 +4%
Fidelity Investments
230
Fidelity Investments
Massachusetts
$378K -$5.82K -161 -2%
NGA
231
Naples Global Advisors
Florida
$372K +$10.8K +300 +3%
MSAM
232
Moloney Securities Asset Management
Missouri
$356K +$16.6K +458 +5%
FWM
233
Frontier Wealth Management
Missouri
$356K +$341K +9,420 New
AF
234
Aldebaran Financial
$355K +$12.5K +345 +4%
RWA
235
Redhawk Wealth Advisors
Minnesota
$354K -$3.18M -87,918 -90%
CPIG
236
Chicago Partners Investment Group
Illinois
$339K
FFG
237
Frisch Financial Group
New York
$330K -$187K -5,168 -37%
WP
238
WealthShield Partners
North Carolina
$320K -$39.7K -1,097 -11%
BCI
239
Brinker Capital Investments
Pennsylvania
$312K +$154K +4,256 +107%
GSIS
240
Global Strategic Investment Solutions
Arizona
$303K +$289K +8,000 New
TCWM
241
Total Clarity Wealth Management
Illinois
$297K +$284K +7,863 New
NWM
242
Northwest Wealth Management
Iowa
$294K -$325K -8,996 -54%
KBFS
243
Kohmann Bosshard Financial Services
Ohio
$291K
AW
244
ACG Wealth
Georgia
$277K -$1.73M -47,904 -87%
PPWM
245
PFG Private Wealth Management
Florida
$273K +$261K +7,212 New
GI
246
Gradient Investments
Minnesota
$269K -$15.2M -419,747 -98%
BFG
247
Barber Financial Group
Kansas
$267K -$364K -10,062 -59%
VR
248
Viridian RIA
Washington
$266K +$10.1K +279 +4%
LCM
249
LVM Capital Management
Michigan
$265K
CF
250
Centaurus Financial
California
$262K +$250K +6,927 New