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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CBFP
251
Cedar Brook Financial Partners
Ohio
$344K +$326K +9,477 New
CPIG
252
Chicago Partners Investment Group
Illinois
$331K
VR
253
Viridian RIA
Washington
$330K +$60.5K +1,758 +24%
PA
254
Paragon Advisors
Texas
$321K -$4.53M -131,784 -94%
FFG
255
Frisch Financial Group
New York
$308K -$4.09K -119 -1%
HAS
256
HBW Advisory Services
California
$306K +$290K +8,437 New
GSIS
257
Global Strategic Investment Solutions
Arizona
$290K
LCM
258
LVM Capital Management
Michigan
$290K
HSA
259
HBK Sorce Advisory
Pennsylvania
$290K +$2.48K +72 +0.9%
PWM
260
Perigon Wealth Management
California
$288K -$202K -5,879 -42%
TCWM
261
Total Clarity Wealth Management
Illinois
$288K -$22.7K -659 -8%
TA
262
TCG Advisors
Texas
$283K -$45.1K -1,312 -14%
RIM
263
Rockbridge Investment Management
New York
$280K +$266K +7,723 New
BFA
264
Beacon Financial Advisory
Ohio
$266K -$4.2K -122 -2%
LA
265
LexAurum Advisors
Kansas
$259K -$10.1K -294 -4%
SWPG
266
Strategic Wealth Partners Group
Illinois
$258K +$245K +7,130 New
Fidelity Investments
267
Fidelity Investments
Massachusetts
$250K -$44.5K -1,294 -16%
AIM
268
Arcadia Investment Management
Michigan
$250K
OIA
269
OneDigital Investment Advisors
Kansas
$247K -$233K -6,768 -51%
WP
270
WealthSource Partners
California
$247K -$8.7K -253 -4%
RWA
271
Redhawk Wealth Advisors
Minnesota
$246K -$14.2K -414 -6%
CAC
272
Certified Advisory Corp
Florida
$245K +$182K +5,291 +358%
LM
273
Legg Mason
Maryland
$244K +$585 +17 +0.3%
RCA
274
Ranch Capital Advisors
Florida
$239K -$240K -6,967 -53%
CA
275
Cetera Advisors
Colorado
$231K +$219K +6,379 New