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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
251
Steward Partners Investment Advisory
New York
$3.98M -$1.44M -31,879 -27%
SOS
252
Silver Oak Securities
Tennessee
$3.95M +$2.13M +47,109 +116%
CPO
253
Cerity Partners OCIO
New York
$3.95M +$1.6M +35,376 +67%
RWPA
254
Richard W. Paul & Associates
Michigan
$3.93M +$3.95M +87,317 New
HWMA
255
Heritage Wealth Management (Arizona)
Arizona
$3.92M +$1.95M +43,154 +98%
JGIA
256
Jackson Grant Investment Advisers
Connecticut
$3.88M +$3.85M +85,249 +7,967%
Northwestern Mutual Wealth Management
257
Northwestern Mutual Wealth Management
Wisconsin
$3.78M -$520K -11,499 -12%
LWMM
258
Legacy Wealth Management (Mississippi)
Mississippi
$3.76M -$343K -7,598 -8%
BSG
259
Black Swift Group
Colorado
$3.75M -$14.2K -315 -0.4%
FFG
260
Ford Financial Group
California
$3.69M +$234K +5,173 +7%
QPWM
261
Quadrant Private Wealth Management
Pennsylvania
$3.63M +$3.65M +80,717 New
FCI
262
Financial Counselors Inc
Kansas
$3.57M +$79.6K +1,762 +2%
JFG
263
JDM Financial Group
Texas
$3.56M +$3.58M +79,238 New
CI
264
CX Institutional
Indiana
$3.56M -$5.38M -118,974 -60%
BFA
265
Beaumont Financial Advisors
Massachusetts
$3.5M +$3.52M +77,841 New
AWMNH
266
Arcadia Wealth Management (New Hampshire)
New Hampshire
$3.49M +$3.51M +77,592 New
CCM
267
Ciovacco Capital Management
Georgia
$3.43M +$1.82M +40,179 +111%
Truist Financial
268
Truist Financial
North Carolina
$3.39M -$125K -2,771 -4%
D
269
Dentgroup
Louisiana
$3.38M +$560K +12,380 +20%
WIP
270
WealthCare Investment Partners
Rhode Island
$3.38M +$2.77M +61,295 +443%
SW
271
SteelPeak Wealth
California
$3.38M +$3.4M +75,128 New
AF
272
Aldebaran Financial
$3.32M +$634K +14,019 +23%
MSAM
273
Moloney Securities Asset Management
Missouri
$3.3M +$490K +10,832 +17%
TWM
274
Trinity Wealth Management
Pennsylvania
$3.28M -$185K -4,098 -5%
GF
275
Goodman Financial
Texas
$3.26M +$497 +11 +0%