We are live on ! Find out more
SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CPO
251
Cerity Partners OCIO
New York
$2.81M -$55.2K -1,055 -2%
CCG
252
Capital CS Group
California
$2.75M +$927K +17,701 +52%
CFGF
253
Compass Financial Group (Florida)
Florida
$2.74M -$22.7K -433 -0.8%
Cetera Investment Advisers
254
Cetera Investment Advisers
Illinois
$2.69M -$431K -8,236 -14%
IA
255
IFG Advisory
Georgia
$2.65M +$4.4K +84 +0.2%
PA
256
PFG Advisors
Arizona
$2.65M +$546K +10,435 +26%
FEG
257
Financial Enhancement Group
Indiana
$2.64M -$79.7K -1,523 -3%
SWM
258
SFG Wealth Management
Maryland
$2.62M +$436K +8,330 +20%
MSAM
259
Moloney Securities Asset Management
Missouri
$2.6M +$807K +15,409 +46%
Northwestern Mutual Wealth Management
260
Northwestern Mutual Wealth Management
Wisconsin
$2.59M +$562K +10,726 +28%
Fidelity Investments
261
Fidelity Investments
Massachusetts
$2.55M +$156K +2,978 +7%
TDWM
262
Topel & Distasi Wealth Management
California
$2.54M
FC
263
Financial Consulate
Maryland
$2.46M -$27.6K -528 -1%
SPA
264
Sentinel Pension Advisors
Massachusetts
$2.42M +$403K +7,695 +20%
ARC
265
Advisor Resource Council
Texas
$2.41M -$54.5M -1,040,615 -96%
HSG
266
Helen Stephens Group
Texas
$2.41M -$992K -18,939 -29%
CA
267
Cetera Advisors
Colorado
$2.37M +$876K +16,722 +60%
SW
268
Simplicity Wealth
New Jersey
$2.34M -$1.31M -25,001 -36%
GWANC
269
Guardian Wealth Advisors (North Carolina)
North Carolina
$2.33M +$2.08M +39,684 +939%
TCA
270
Transcend Capital Advisors
New Jersey
$2.31M +$896K +17,118 +65%
NFG
271
Nations Financial Group
Iowa
$2.27M +$46.8K +893 +2%
WCM
272
Wealthcare Capital Management
Virginia
$2.25M +$456K +8,706 +26%
KWM
273
Kingsview Wealth Management
Oregon
$2.25M +$142K +2,717 +7%
AIS
274
American Investment Services
Massachusetts
$2.24M +$18.9K +360 +0.9%
HF
275
HRT Financial
New York
$2.23M +$2.2M +42,055 New