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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CPA
226
Capital Planning Advisors
California
$3.15M -$1.4M -29,109 -29%
GF
227
Goodman Financial
Texas
$3.1M -$4.24K -88 -0.1%
AO
228
Advisor OS
Illinois
$3.1M -$226K -4,690 -6%
EGA
229
E&G Advisors
Texas
$3.05M -$1.61M -33,420 -33%
Citadel Advisors
230
Citadel Advisors
Florida
$3.05M +$3.1M +64,434 +1,498%
SPC
231
Sigma Planning Corp
Michigan
$3.04M +$92.2K +1,914 +3%
G
232
GenTrust
Florida
$3.03M -$7M -145,308 -68%
VIA
233
Vickerman Investment Advisors
Washington
$3.01M +$255K +5,284 +8%
FWM
234
Frontier Wealth Management
Missouri
$2.98M +$1.73M +35,815 +114%
OWA
235
Outlook Wealth Advisors
Texas
$2.96M -$328K -6,803 -9%
WEG
236
World Equity Group
Illinois
$2.92M -$1.98M -41,028 -38%
BPA
237
Beacon Pointe Advisors
California
$2.9M -$165K -3,422 -5%
ULWM
238
Upper Left Wealth Management
Florida
$2.9M +$25.7K +534 +7%
Bank of New York Mellon
239
Bank of New York Mellon
New York
$2.81M -$690K -14,325 -18%
AWM
240
Aspire Wealth Management
Massachusetts
$2.8M +$39.4K +818 +1%
MCC
241
Money Concepts Capital
Florida
$2.79M +$31.4K +651 +1%
CPW
242
Catalyst Private Wealth
California
$2.67M -$24.8K -514 -0.8%
AF
243
Aldebaran Financial
$2.62M -$127K -2,640 -4%
IFPG
244
Intrepid Financial Planning Group
Indiana
$2.61M +$2.84M +58,866 New
MLA
245
My Legacy Advisors
Oregon
$2.6M +$1.78M +36,877 +178%
MSAM
246
Moloney Securities Asset Management
Missouri
$2.56M +$429K +8,895 +18%
FWI
247
Facet Wealth Inc
Maryland
$2.53M +$43.1K +895 +2%
RFG
248
Range Financial Group
Oregon
$2.52M -$6.17K -128 -0.2%
IA
249
IFG Advisory
Georgia
$2.51M +$326K +6,755 +14%
CWM
250
Congress Wealth Management
Massachusetts
$2.5M -$1.32M -27,315 -33%