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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GAM
251
Gemmer Asset Management
California
$1K
JWM
252
Janiczek Wealth Management
Colorado
$1K
CFN
253
Cordasco Financial Network
Florida
$1K +$1.01K +29 New
CF
254
Copperwynd Financial
Arizona
-$7.04M -203,670 Closed
CWSR
255
Chessman Wealth Strategies RIA
Texas
-$1.75M -49,736 Closed
TFS
256
Thoroughbred Financial Services
Tennessee
-$1.74M -27,488 Closed
Stifel Financial
257
Stifel Financial
Missouri
-$605K -17,527 Closed
ATFA
258
All Terrain Financial Advisors
Minnesota
-$248K -7,174 Closed
SGK
259
Steigerwald Gordon & Koch
Virginia
-$221K -6,404 Closed
USAA
260
United Services Automobile Association
Texas
-$208K -6,035 Closed
AIM
261
Axiom Investment Management
New York
-$162K -4,710 Closed
CF
262
Centaurus Financial
California
-$163K -4,706 Closed
Deutsche Bank
263
Deutsche Bank
Germany
-$159K -4,625 Closed
RCAG
264
Rehmann Capital Advisory Group
Michigan
-$155K -4,492 Closed
LWM
265
Liberty Wealth Management
California
-$31K -886 Closed
ACS
266
Archford Capital Strategies
Illinois
-$20K -565 Closed
SMFS
267
Squar Milner Financial Services
California
-$11K -332 Closed
RIA
268
Realta Investment Advisors
Delaware
-$1K -19 Closed
LFG
269
Larson Financial Group
Missouri
+$139 +4 +57%