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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MIAN
226
Mariner Independent Advisor Network
Kansas
$377K +$468K +13,056 New
AFWM
227
AMJ Financial Wealth Management
Virginia
$367K +$69K +1,922 +19%
CPO
228
Cerity Partners OCIO
New York
$361K -$58.2K -1,622 -12%
SWM
229
Sculati Wealth Management
Michigan
$361K +$428K +11,920 New
BCI
230
Brinker Capital Investments
Pennsylvania
$349K +$119K +3,308 +40%
FSG
231
Financial Strategies Group
Michigan
$342K -$87.8K -2,446 -18%
BRC
232
Bell Rock Capital
Delaware
$328K -$40.6K -1,131 -9%
AMM
233
American Money Management
California
$328K -$36.9K -1,029 -9%
MSAM
234
Moloney Securities Asset Management
Missouri
$322K +$44.1K +1,230 +13%
WSTAM
235
Wilbanks Smith & Thomas Asset Management
Virginia
$303K
CF
236
Centaurus Financial
California
$302K +$110K +3,065 +44%
CPIG
237
Chicago Partners Investment Group
Illinois
$293K
LA
238
LVW Advisors
New York
$282K +$334K +9,313 New
NGA
239
Naples Global Advisors
Florida
$278K -$23.3K -650 -7%
TA
240
TCG Advisors
Texas
$276K -$85.5K -2,383 -21%
AF
241
Aldebaran Financial
$272K -$14.5K -405 -4%
TCA
242
Transcend Capital Advisors
New Jersey
$271K +$108K +3,011 +51%
PA
243
PSI Advisors
Florida
$270K +$316K +8,797 +1,268%
FFG
244
Frisch Financial Group
New York
$260K -$4.16K -116 -1%
TCWM
245
Total Clarity Wealth Management
Illinois
$260K +$26.7K +745 +9%
MIM
246
Moseley Investment Management
Florida
$257K -$77.2K -2,152 -20%
Fidelity Investments
247
Fidelity Investments
Massachusetts
$248K -$64.5K -1,797 -18%
GSIS
248
Global Strategic Investment Solutions
Arizona
$242K
LCM
249
LVM Capital Management
Michigan
$242K +$35.9K +1,000 +14%
HSA
250
HBK Sorce Advisory
Pennsylvania
$240K +$284K +7,921 New