We are live on ! Find out more
SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TFA
226
Teamwork Financial Advisors
Texas
$859K -$239K -6,143 -22%
DI
227
Diligent Investors
California
$858K +$326K +8,370 +62%
SFM
228
Signet Financial Management
New Jersey
$849K +$3.66K +94 +0.4%
SMC
229
Smith, Moore & Co
Missouri
$815K
OIA
230
OneDigital Investment Advisors
Kansas
$779K +$518K +13,313 +204%
MSAM
231
Moloney Securities Asset Management
Missouri
$771K +$271K +6,962 +55%
DI
232
DFPG Investments
Utah
$730K -$15.8K -407 -2%
LFAS
233
Level Four Advisory Services
Texas
$722K +$38K +977 +6%
LA
234
LexAurum Advisors
Kansas
$719K +$433K +11,124 +156%
SWMG
235
Sanchez Wealth Management Group
Florida
$711K +$703K +18,056 New
PFG
236
Pacific Financial Group
Washington
$700K +$29.2K +751 +4%
VWA
237
Visionary Wealth Advisors
Illinois
$690K -$1.09K -28 -0.2%
BFA
238
Bluestem Financial Advisors
Illinois
$651K +$1.44K +37 +0.2%
TCA
239
Transcend Capital Advisors
New Jersey
$641K -$77.5K -1,990 -11%
TF
240
TLWM Financial
Texas
$639K +$86K +2,208 +15%
KM
241
Kalos Management
Georgia
$635K -$5.14K -132 -0.9%
DWM
242
Darwin Wealth Management
Florida
$629K -$1.57M -40,259 -72%
LAS
243
Lloyd Advisory Services
Georgia
$626K +$619K +15,907 New
RJA
244
Raymond James & Associates
Florida
$618K +$92.9K +2,386 +18%
CIAS
245
Capital Investment Advisory Services
North Carolina
$617K -$72.7K -1,867 -11%
AFWM
246
AMJ Financial Wealth Management
Virginia
$617K +$137K +3,531 +29%
W
247
Wealthquest
Ohio
$595K -$831K -21,348 -59%
PA
248
PSI Advisors
Florida
$581K +$48.4K +1,242 +9%
FHA
249
Flagship Harbor Advisors
Massachusetts
$577K +$501K +12,876 +714%
Citigroup
250
Citigroup
New York
$567K -$7.83K -201 -1%