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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AIA
226
Accelerate Investment Advisors
California
$16.2M +$15.6M +239,546 New
9WM
227
9258 Wealth Management
Ohio
$16.1M -$232K -3,571 -1%
CA
228
CoreCap Advisors
Michigan
$16M +$1.03M +15,908 +7%
RIM
229
Rockbridge Investment Management
New York
$15.9M +$15.3M +235,928 New
AR
230
Apeiron RIA
Texas
$15.8M -$1.81M -27,831 -11%
FF
231
Financial Futures
New Jersey
$15.8M +$534K +8,212 +4%
NRA
232
NSI Retail Advisors
Pennsylvania
$15.7M
KBFS
233
Kohmann Bosshard Financial Services
Ohio
$15.7M -$5.33K -82 -0%
TWM
234
Tradition Wealth Management
Minnesota
$15.6M -$2.35M -36,060 -13%
Corient Private Wealth
235
Corient Private Wealth
Florida
$15.4M +$518K +7,959 +4%
SRSA
236
S.R. Schill & Associates
Washington
$15.4M -$473K -7,266 -3%
T
237
Tidemark
California
$15.2M -$3.43M -52,795 -19%
MA
238
Mutual Advisors
Nebraska
$15M -$201K -3,088 -1%
PSFG
239
Prairie Sky Financial Group
Illinois
$15M +$905K +13,913 +7%
BCI
240
Brinker Capital Investments
Pennsylvania
$14.8M +$55K +846 +0.4%
OPS
241
Orion Portfolio Solutions
Nebraska
$14.8M +$55K +846 +0.4%
WIA
242
World Investment Advisors
California
$14.6M +$3.15M +48,491 +29%
RC
243
RBF Capital
California
$14.5M
T
244
TNF
Montana
$14.5M -$299K -4,594 -2%
BFA
245
Brown Financial Advisors
Ohio
$14.3M +$681K +10,471 +5%
Kovitz Investment Group Partners
246
Kovitz Investment Group Partners
Illinois
$14.2M +$3.94M +60,510 +40%
ESL
247
Endurance Services Ltd
New York
$14.1M
VBFP
248
Valtinson Bruner Financial Planning
Minnesota
$13.9M -$83.1K -1,278 -0.6%
UAS
249
United Asset Strategies
New York
$13.8M -$113K -1,730 -0.8%
AA
250
Advisory Alpha
Michigan
$13.7M -$112K -1,716 -0.8%