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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CIC
226
Carnegie Investment Counsel
Ohio
$7.53M +$720K +13,765 +10%
BCI
227
Brinker Capital Investments
Pennsylvania
$7.48M -$567K -10,848 -7%
OPS
228
Orion Portfolio Solutions
Nebraska
$7.48M -$567K -10,848 -7%
NC
229
NovaPoint Capital
Georgia
$7.42M -$101K -1,933 -1%
MFS
230
McNamara Financial Services
Massachusetts
$7.26M +$43.8K +838 +0.6%
Geode Capital Management
231
Geode Capital Management
Massachusetts
$7.16M
MSRI
232
Michael S. Ryan Inc
New York
$7.11M +$660K +12,624 +10%
VBFP
233
Valtinson Bruner Financial Planning
Minnesota
$7.08M +$339K +6,488 +5%
AWMNH
234
Arcadia Wealth Management (New Hampshire)
New Hampshire
$7.06M -$3.78M -72,327 -34%
CSPAM
235
Cary Street Partners Asset Management
Virginia
$6.84M +$7.12M +136,157 New
SFS
236
Sowell Financial Services
Arkansas
$6.82M +$2.17M +41,401 +44%
SPI
237
Sutton Place Investors
New York
$6.79M +$2.05M +39,166 +41%
ACP
238
Aveo Capital Partners
Colorado
$6.76M -$298K -5,690 -4%
SSWM
239
Sheets Smith Wealth Management
North Carolina
$6.59M +$232K +4,435 +4%
1WM
240
1900 Wealth Management
Texas
$6.51M +$6.35M +121,304 +1,463%
MFA
241
Morling Financial Advisors
California
$6.27M -$158K -3,014 -2%
Stifel Financial
242
Stifel Financial
Missouri
$6.25M +$479K +9,166 +8%
CA
243
Cetera Advisors
Colorado
$6.24M +$232K +4,433 +4%
NL
244
NWAM LLC
Washington
$6.19M +$2.32M +44,339 +56%
TC
245
TownSquare Capital
Utah
$5.93M +$157K +3,009 +3%
QPWM
246
Quadrant Private Wealth Management
Pennsylvania
$5.83M +$408K +7,802 +7%
AA
247
Apriem Advisors
California
$5.8M -$103K -1,962 -2%
AWA
248
Authentikos Wealth Advisory
California
$5.76M -$418K -7,998 -7%
WP
249
WealthPLAN Partners
Nebraska
$5.68M +$1.7M +32,572 +40%
MCWS
250
McKinley Carter Wealth Services
West Virginia
$5.63M -$35K -669 -0.6%