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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WWA
226
WCG Wealth Advisors
Nevada
$20.4M -$4.08M -58,957 -16%
KP
227
Keel Point
Alabama
$20.3M +$45K +650 +0.2%
MFG
228
MidWestOne Financial Group
Iowa
$20.3M +$205K +2,963 +1%
WWG
229
West Wealth Group
California
$20.1M -$6.23M -90,035 -23%
CWS
230
Cypress Wealth Services
California
$20M +$108K +1,563 +0.5%
WAS
231
Wealth Advisory Solutions
Indiana
$19.8M +$895K +12,943 +4%
CAAM
232
Cornerstone Advisors Asset Management
Pennsylvania
$19.8M +$88.3K +1,277 +0.4%
AFP
233
Ausdal Financial Partners
Iowa
$19.6M -$478K -6,907 -2%
SFI
234
SPC Financial Inc
Maryland
$19.6M +$360K +5,210 +2%
CIC
235
Carnegie Investment Counsel
Ohio
$19.6M +$2.23M +32,224 +11%
SB
236
Strategic Blueprint
Georgia
$19.4M +$1.43M +20,604 +8%
Kovitz Investment Group Partners
237
Kovitz Investment Group Partners
Illinois
$19.4M -$6.33M -91,483 -24%
T
238
Tidemark
California
$19.3M +$4.16M +60,092 +26%
HWM
239
Hobbs Wealth Management
Indiana
$19.2M +$631K +9,117 +3%
MA
240
MONECO Advisors
Connecticut
$18.8M +$5.41M +78,202 +38%
CG
241
Clarus Group
Texas
$18.8M -$275K -3,972 -1%
BC
242
Bricktown Capital
Michigan
$18.8M
PIA
243
Panoramic Investment Advisors
Colorado
$18.6M +$228K +3,299 +1%
BOSSRA
244
B.O.S.S. Retirement Advisors
Utah
$18.2M -$231K -3,339 -1%
CWAF
245
Core Wealth Advisors (Florida)
Florida
$18M -$428K -6,191 -2%
BCI
246
Brinker Capital Investments
Pennsylvania
$18M +$20K +289 +0.1%
OPS
247
Orion Portfolio Solutions
Nebraska
$18M +$20K +289 +0.1%
AI
248
Arrien Investments
Idaho
$18M +$128K +1,849 +0.7%
FTS
249
Fifth Third Securities
Ohio
$17.9M +$3.79M +54,870 +25%
RCAG
250
Rehmann Capital Advisory Group
Michigan
$17.8M +$3.19M +46,158 +21%