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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WWP
251
WR Wealth Planners
Missouri
$8.65M -$136K -2,600 -2%
WWA
252
WCG Wealth Advisors
Nevada
$8.57M -$795K -15,181 -9%
FPWM
253
FSB Premier Wealth Management
Iowa
$8.47M -$138K -2,638 -2%
D
254
Dentgroup
Louisiana
$8.47M +$4.28M +81,789 +117%
BWFA
255
Baltimore-Washington Financial Advisors
Maryland
$8.37M -$58.2K -1,111 -0.7%
AWM
256
Adams Wealth Management
Utah
$8.33M -$9.49M -181,194 -55%
MFS
257
McNamara Financial Services
Massachusetts
$8.3M +$208K +3,964 +3%
MSRI
258
Michael S. Ryan Inc
New York
$8.24M +$148K +2,818 +2%
SP
259
Stonebrook Private
Michigan
$8.22M +$7.7M +147,034 New
DJSG
260
D.J. St. Germain
Massachusetts
$8.11M -$447K -8,527 -6%
SPI
261
Sutton Place Investors
New York
$8.05M +$470K +8,968 +7%
AWMNH
262
Arcadia Wealth Management (New Hampshire)
New Hampshire
$7.99M +$126K +2,398 +2%
Geode Capital Management
263
Geode Capital Management
Massachusetts
$7.91M
ARC
264
Advisor Resource Council
Texas
$7.82M +$7.33M +139,836 New
CG
265
Corundum Group
Colorado
$7.77M +$7.28M +139,024 New
SA
266
Scarborough Advisors
Maryland
$7.75M +$4.22M +80,561 +139%
EWA
267
Emergent Wealth Advisors
New York
$7.75M +$7.26M +138,660 New
QPWM
268
Quadrant Private Wealth Management
Pennsylvania
$7.6M +$1.06M +20,138 +17%
CFD
269
Creative Financial Designs
Indiana
$7.42M +$1.42M +27,184 +26%
VBFP
270
Valtinson Bruner Financial Planning
Minnesota
$7.42M -$435K -8,302 -6%
ODA
271
One Degree Advisors
California
$7.36M +$6.65M +126,970 New
CA
272
Cetera Advisors
Colorado
$7.33M +$374K +7,138 +6%
SSWM
273
Sheets Smith Wealth Management
North Carolina
$7.33M +$4.66K +89 +0.1%
NL
274
NWAM LLC
Washington
$7.23M +$327K +6,244 +5%
IWN
275
Independent Wealth Network
Iowa
$7.23M +$1.3M +24,857 +24%