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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DRS
251
Deane Retirement Strategies
Louisiana
$1.16M -$100K -2,213 -8%
KCPG
252
Kavar Capital Partners Group
Kansas
$1.15M -$118K -2,600 -10%
HSA
253
HBK Sorce Advisory
Pennsylvania
$1.13M +$443K +9,776 +68%
GB
254
Gunma Bank
Japan
$1.12M +$1.09M +24,000 New
IF
255
Intrua Financial
Texas
$1.11M +$1.02M +22,540 New
VIP
256
Vantage Investment Partners
Missouri
$1.08M
Northwestern Mutual Wealth Management
257
Northwestern Mutual Wealth Management
Wisconsin
$1.07M -$69.4K -1,531 -6%
CFA
258
Cahill Financial Advisors
Minnesota
$1.07M +$1.04M +23,021 New
Cetera Investment Advisers
259
Cetera Investment Advisers
Illinois
$1.06M -$1.07M -23,624 -51%
BFA
260
Beacon Financial Advisory
Ohio
$1.04M +$10.2K +225 +1%
NFP
261
Narus Financial Partners
Utah
$1.01M +$980K +21,619 New
TFA
262
Teamwork Financial Advisors
Texas
$999K -$17.6K -387 -2%
WWM
263
Windsor Wealth Management
Indiana
$997K -$49.2K -1,084 -5%
LFAS
264
Level Four Advisory Services
Texas
$989K +$247K +5,437 +34%
SFM
265
Signet Financial Management
New Jersey
$981K +$14.6K +322 +2%
SMC
266
Smith, Moore & Co
Missouri
$969K
TCA
267
Transcend Capital Advisors
New Jersey
$966K +$94.2K +2,077 +11%
CCM
268
Crew Capital Management
Ohio
$965K +$939K +20,697 New
ACS
269
Archford Capital Strategies
Illinois
$960K -$476K -10,502 -35%
CA
270
Cetera Advisors
Colorado
$934K +$8.21K +181 +0.9%
DI
271
DFPG Investments
Utah
$921K -$33.5K -739 -4%
FMN
272
Financial Management Network
California
$884K +$87.2K +1,922 +12%
CWM
273
Collaborative Wealth Management
Florida
$876K +$748K +16,497 New
OIA
274
OneDigital Investment Advisors
Kansas
$869K -$64.8K -1,428 -7%
OPS
275
Orion Portfolio Solutions
Nebraska
$836K +$534K +11,770 +191%