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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BTWM
226
Baker Tilly Wealth Management
Wisconsin
$5.64M -$274K -5,843 -5%
MSWMA
227
Market Street Wealth Management Advisors
Indiana
$5.59M +$1.07M +22,900 +25%
CIC
228
Carnegie Investment Counsel
Ohio
$5.51M +$5.37M +114,514 New
CWA
229
Clearview Wealth Advisors
Oregon
$5.32M -$7.14M -152,106 -58%
CA
230
Continuum Advisory
Idaho
$5.22M -$3.63M -77,310 -42%
PFM
231
Parsec Financial Management
North Carolina
$5.22M -$87.8K -1,872 -2%
WEG
232
World Equity Group
Illinois
$5.17M -$1.12M -23,924 -37%
SPWG
233
Syntegra Private Wealth Group
Missouri
$5.11M +$57.4K +1,223 +1%
Northwestern Mutual Wealth Management
234
Northwestern Mutual Wealth Management
Wisconsin
$5.11M +$1.04M +22,060 +26%
GB
235
Gunma Bank
Japan
$5.06M
DLHL
236
Donald L. Hagan LLC
Florida
$5.05M +$728K +15,525 +17%
Kovitz Investment Group Partners
237
Kovitz Investment Group Partners
Illinois
$5.04M +$4.92M +104,761 New
CAG
238
Csenge Advisory Group
Florida
$4.91M -$65.9K -1,405 -1%
PA
239
PFG Advisors
Arizona
$4.84M +$103K +2,185 +2%
QPWM
240
Quadrant Private Wealth Management
Pennsylvania
$4.71M +$805K +17,153 +21%
CFD
241
Creative Financial Designs
Indiana
$4.69M -$349K -7,449 -7%
HSA
242
HBK Sorce Advisory
Pennsylvania
$4.69M -$4.55M -96,960 -50%
SPI
243
Sutton Place Investors
New York
$4.58M -$105K -2,228 -2%
IWN
244
Independent Wealth Network
Iowa
$4.55M +$99K +2,110 +2%
CIA
245
Compass Ion Advisors
Pennsylvania
$4.55M +$110K +2,339 +3%
SOS
246
Silver Oak Securities
Tennessee
$4.51M +$277K +5,912 +7%
OFG
247
OmniStar Financial Group
North Carolina
$4.36M +$4.25M +90,497 New
BWM
248
BlackDiamond Wealth Management
New York
$4.3M -$464K -9,896 -10%
WC
249
Waterloo Capital
Texas
$4.29M +$4.18M +89,142 New
CWA
250
Clarus Wealth Advisors
Arizona
$4.29M -$95.3K -2,031 -2%