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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BFA
251
Beacon Financial Advisory
Ohio
$968K +$357K +8,561 +64%
TFA
252
Teamwork Financial Advisors
Texas
$960K -$292 -7 -0%
KM
253
Kalos Management
Georgia
$931K +$240K +5,763 +38%
SMC
254
Smith, Moore & Co
Missouri
$913K +$2.46K +59 +0.3%
SFM
255
Signet Financial Management
New Jersey
$911K -$12K -287 -1%
CC
256
Cedar Capital
Illinois
$903K +$857K +20,544 New
DI
257
DFPG Investments
Utah
$897K +$74.7K +1,792 +10%
OIA
258
OneDigital Investment Advisors
Kansas
$886K +$10.4K +249 +1%
EWM
259
Echo Wealth Management
Minnesota
$874K +$829K +19,887 New
CA
260
Cetera Advisors
Colorado
$872K +$250K +5,990 +43%
CFD
261
Creative Financial Designs
Indiana
$851K +$267K +6,413 +50%
TCA
262
Transcend Capital Advisors
New Jersey
$819K +$97.2K +2,332 +14%
Koshinski Asset Management
263
Koshinski Asset Management
Illinois
$769K -$389K -9,333 -35%
TF
264
TLWM Financial
Texas
$758K +$24K +575 +3%
RSWM
265
Robertson Stephens Wealth Management
California
$750K -$247K -5,924 -26%
HF
266
HRT Financial
New York
$738K +$701K +16,809 New
BFA
267
Bluestem Financial Advisors
Illinois
$729K +$1.58K +38 +0.2%
FMN
268
Financial Management Network
California
$725K +$670K +16,068 New
AFWM
269
AMJ Financial Wealth Management
Virginia
$723K +$32.3K +774 +5%
IWA
270
Intercontinental Wealth Advisors
Texas
$711K +$274K +6,571 +68%
BCP
271
Berkeley Capital Partners
Georgia
$711K +$674K +16,172 New
Citigroup
272
Citigroup
New York
$698K +$61.8K +1,483 +10%
LFAS
273
Level Four Advisory Services
Texas
$693K -$108K -2,584 -14%
LAS
274
Lloyd Advisory Services
Georgia
$668K -$29.5K -707 -4%
OGF
275
Orin Green Financial
California
$663K +$629K +15,076 New