We are live on ! Find out more
SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Corient Private Wealth
226
Corient Private Wealth
Florida
$14.1M -$661K -10,732 -5%
FGA
227
Fortis Group Advisors
New Jersey
$14.1M +$10.5M +170,436 +343%
BCI
228
Brinker Capital Investments
Pennsylvania
$14M +$1.55M +25,177 +13%
OPS
229
Orion Portfolio Solutions
Nebraska
$14M +$1.55M +25,177 +13%
IFG
230
Independent Financial Group
California
$13.9M +$4.7M +76,381 +54%
T
231
TNF
Montana
$13.8M -$7.68M -124,688 -37%
RC
232
RBF Capital
California
$13.7M
ESL
233
Endurance Services Ltd
New York
$13.4M +$12.8M +208,700 New
PSFG
234
Prairie Sky Financial Group
Illinois
$13.3M +$353K +5,736 +3%
VBFP
235
Valtinson Bruner Financial Planning
Minnesota
$13.3M -$205K -3,333 -2%
UAS
236
United Asset Strategies
New York
$13.2M -$44.9K -729 -0.4%
AA
237
Advisory Alpha
Michigan
$13.1M +$6.59M +107,051 +110%
CWM
238
Centric Wealth Management
Illinois
$13M +$9.12M +148,096 +271%
BFA
239
Brown Financial Advisors
Ohio
$12.9M +$12.4M +201,715 New
SW
240
SkyOak Wealth
Michigan
$12.9M +$100K +1,631 +0.8%
CSPAM
241
Cary Street Partners Asset Management
Virginia
$12.8M +$2.15M +34,921 +21%
FTS
242
Fifth Third Securities
Ohio
$12.3M +$10.7M +173,329 +914%
SA
243
Scarborough Advisors
Maryland
$12.2M +$3.64M +59,161 +45%
JF
244
Jump Financial
Illinois
$12.2M +$11.7M +190,613 New
MERSOM
245
Municipal Employees' Retirement System of Michigan
Michigan
$12.1M +$11.6M +188,321 New
PWPS
246
Pinnacle Wealth Planning Services
Ohio
$11.8M +$121K +1,962 +1%
CAAM
247
Cornerstone Advisors Asset Management
Pennsylvania
$11.7M +$10.2M +166,472 +1,006%
TCM
248
Towercrest Capital Management
Pennsylvania
$11.5M -$354K -5,748 -3%
IRC
249
Investors Research Corp
Georgia
$11.4M +$581K +9,431 +6%
HCM
250
Hollencrest Capital Management
California
$11.2M +$2.65K +43 +0%