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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KWA
226
Kingswood Wealth Advisors
California
$29.1M +$26.3M +330,460 +1,019%
LFAS
227
Level Four Advisory Services
Texas
$29.1M +$1.04M +13,035 +4%
Bank of Montreal
228
Bank of Montreal
Ontario, Canada
$28.9M +$7.04M +88,570 +33%
FWP
229
Forefront Wealth Partners
Texas
$28.6M +$1.31M +16,516 +5%
HIP
230
HUB Investment Partners
Texas
$28.5M +$866K +10,887 +3%
NS
231
NBC Securities
Alabama
$28.5M +$4.24M +53,366 +18%
CIA
232
Concurrent Investment Advisors
Florida
$28.2M +$15.1M +189,575 +117%
KAM
233
Knightsbridge Asset Management
California
$28M -$582K -7,323 -2%
TWM
234
Thryve Wealth Management
Texas
$27.8M +$27.6M +346,550 New
RA
235
RFG Advisory
Alabama
$27.7M -$559K -7,028 -2%
NA
236
Nottingham Advisors
New York
$27.6M -$1.15M -14,455 -4%
HCA
237
Harbor Capital Advisors
Illinois
$27.3M +$27M +339,735 +471,854%
SW
238
Simplicity Wealth
New Jersey
$27.1M +$2.27M +28,575 +9%
FTS
239
Fifth Third Securities
Ohio
$27.1M +$903K +11,353 +3%
VCM
240
Vivaldi Capital Management
Illinois
$26.9M +$2.89M +36,307 +12%
AC
241
AlphaCore Capital
California
$26.9M +$26.2M +328,918 +5,447%
NG
242
Novem Group
New York
$26.9M -$1.47M -18,516 -5%
SWM
243
SFG Wealth Management
Maryland
$26.8M +$25.7M +323,293 +3,037%
ABTD
244
Arvest Bank Trust Division
Oklahoma
$26.8M +$15.9M +199,397 +149%
PIS
245
POM Investment Strategies
North Carolina
$26.7M +$1.18M +14,786 +5%
PNC Financial Services Group
246
PNC Financial Services Group
Pennsylvania
$26.5M +$780K +9,810 +3%
VAS
247
Vestmark Advisory Solutions
Massachusetts
$26.5M +$7.89M +99,221 +43%
Stifel Financial
248
Stifel Financial
Missouri
$26.4M +$591K +7,432 +2%
TWM
249
TSA Wealth Management
Texas
$26.1M -$555K -6,978 -2%
MFA
250
Mayflower Financial Advisors
Massachusetts
$26M +$323K +4,061 +1%