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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWP
226
Strategic Wealth Partners
Ohio
$3.53M +$761K +14,088 +29%
CPW
227
Catalyst Private Wealth
California
$3.5M -$43.1K -799 -1%
AF
228
Aldebaran Financial
$3.5M +$2.69M +49,750 +386%
SCM
229
Southport Capital Management
Tennessee
$3.44M -$344K -6,369 -9%
PFA
230
Pinnacle Family Advisors
Missouri
$3.41M +$875K +16,213 +36%
Cetera Investment Advisers
231
Cetera Investment Advisers
Illinois
$3.29M +$201K +3,720 +7%
MCC
232
Money Concepts Capital
Florida
$3.28M +$3.17M +58,731 New
VIA
233
Vickerman Investment Advisors
Washington
$3.21M -$1.23M -22,837 -28%
RFG
234
Range Financial Group
Oregon
$3.19M +$16.5K +305 +0.5%
FWM
235
Frontier Wealth Management
Missouri
$3.17M -$348K -6,450 -10%
EFL
236
ERn Financial LLC
Wisconsin
$3.15M -$31.4K -581 -1%
FWI
237
Facet Wealth Inc
Maryland
$3.15M +$108K +1,995 +4%
NA
238
NewEdge Advisors
Louisiana
$3.14M +$1.45M +26,926 +92%
JFA
239
JNBA Financial Advisors
Minnesota
$3.12M -$171K -3,162 -5%
BPA
240
Beacon Pointe Advisors
California
$3.06M +$73.4K +1,360 +3%
CPO
241
Cerity Partners OCIO
New York
$3.01M -$67.7K -1,253 -2%
GWM
242
Geneos Wealth Management
Colorado
$3.01M +$611K +11,313 +27%
DWM
243
Dakota Wealth Management
Florida
$2.99M +$876K +16,227 +44%
AO
244
Advisor OS
Illinois
$2.97M +$2.87M +53,224 New
CFD
245
Creative Financial Designs
Indiana
$2.96M +$883K +16,345 +45%
CFGF
246
Compass Financial Group (Florida)
Florida
$2.9M -$33.8K -626 -1%
FEG
247
Financial Enhancement Group
Indiana
$2.86M -$160K -2,964 -5%
IA
248
IFG Advisory
Georgia
$2.78M +$87.8K +1,626 +3%
TDWM
249
Topel & Distasi Wealth Management
California
$2.67M +$2.59M +47,894 New
FC
250
Financial Consulate
Maryland
$2.62M +$260K +4,818 +11%