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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MFA
226
Morling Financial Advisors
California
$6.66M -$56.3K -1,140 -0.9%
SSWM
227
Sheets Smith Wealth Management
North Carolina
$6.6M -$47K -952 -0.7%
BTWM
228
Baker Tilly Wealth Management
Wisconsin
$6.4M +$276K +5,585 +5%
AWA
229
Authentikos Wealth Advisory
California
$6.39M -$2.56M -51,903 -30%
CA
230
Cetera Advisors
Colorado
$6.23M +$2.56M +51,892 +77%
SS
231
Simplicity Solutions
Minnesota
$6.15M -$7.33M -148,566 -56%
AA
232
Apriem Advisors
California
$6.12M -$48.1K -975 -0.8%
FWA
233
Freedom Wealth Alliance
Wisconsin
$6.08M +$3.58M +72,605 +171%
Susquehanna International Group
234
Susquehanna International Group
Pennsylvania
$6.07M -$3.77M -76,438 -40%
VRM
235
Vectors Research Management
New York
$6.07M -$1.28M -26,015 -18%
MSWMA
236
Market Street Wealth Management Advisors
Indiana
$6.05M +$1.63K +33 +0%
Stifel Financial
237
Stifel Financial
Missouri
$6M +$3.27M +66,335 +136%
TC
238
TownSquare Capital
Utah
$5.99M -$1.01M -20,500 -15%
AWA
239
ARQ Wealth Advisors
Arizona
$5.95M -$431K -8,741 -7%
MCWS
240
McKinley Carter Wealth Services
West Virginia
$5.87M -$221K -4,469 -4%
QPWM
241
Quadrant Private Wealth Management
Pennsylvania
$5.63M +$505K +10,233 +10%
MWM
242
Modera Wealth Management
New Jersey
$5.6M +$5.31M +107,497 New
IWN
243
Independent Wealth Network
Iowa
$5.48M +$519K +10,515 +11%
CWA
244
Clearview Wealth Advisors
Oregon
$5.43M -$306K -6,208 -6%
Kovitz Investment Group Partners
245
Kovitz Investment Group Partners
Illinois
$5.3M -$155K -3,138 -3%
DLHL
246
Donald L. Hagan LLC
Florida
$5.29M -$161K -3,263 -3%
RFG
247
Range Financial Group
Oregon
$5.23M +$2.23M +45,178 +82%
MA
248
MONECO Advisors
Connecticut
$5.2M +$4.18M +84,760 +562%
BWM
249
BlackDiamond Wealth Management
New York
$5.16M +$312K +6,315 +7%
CIA
250
Compass Ion Advisors
Pennsylvania
$5.14M +$211K +4,278 +5%