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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HSA
251
HBK Sorce Advisory
Pennsylvania
$240K +$284K +7,921 New
BFA
252
Beacon Financial Advisory
Ohio
$226K +$46.1K +1,284 +21%
LA
253
LexAurum Advisors
Kansas
$225K +$45.5K +1,269 +21%
AW
254
ACG Wealth
Georgia
$222K
VR
255
Viridian RIA
Washington
$222K +$11K +306 +4%
RWA
256
Redhawk Wealth Advisors
Minnesota
$218K -$77.7K -2,165 -23%
WP
257
WealthSource Partners
California
$214K -$2.95M -82,247 -92%
AIM
258
Arcadia Investment Management
Michigan
$208K
LM
259
Legg Mason
Maryland
$203K +$1.44K +40 +0.6%
YAL
260
Your Advocates Ltd
Texas
$192K +$228K +6,343 New
ZIG
261
Zurich Insurance Group
Switzerland
$186K +$217K +6,046 New
APA
262
American Portfolios Advisors
New York
$179K +$2.19K +61 +1%
CB
263
Community Bank
New York
$167K +$199K +5,540 New
JWA
264
JFS Wealth Advisors
Pennsylvania
$164K +$55.1K +1,536 +40%
PNC Financial Services Group
265
PNC Financial Services Group
Pennsylvania
$162K
GTAM
266
Global Trust Asset Management
Florida
$155K +$175K +4,886 +2,908%
GI
267
Gradient Investments
Minnesota
$148K -$80.3K -2,239 -31%
RFM
268
Royal Fund Management
Florida
$120K -$12M -334,349 -99%
FA
269
Fortis Advisors
Pennsylvania
$102K +$121K +3,374 New
BWA
270
Burt Wealth Advisors
Maryland
$97K +$115K +3,200 New
AIC
271
Ameritas Investment Company
Nebraska
$91K +$110K +3,058 New
ASN
272
Advisory Services Network
Georgia
$89K +$68.1K +1,899 +181%
CAPTRUST Financial Advisors
273
CAPTRUST Financial Advisors
North Carolina
$81K +$100K +2,800 New
SL
274
Savior LLC
Massachusetts
$67K -$156K -4,352 -66%
SPIA
275
Steward Partners Investment Advisory
New York
$67K