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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWAF
251
Core Wealth Advisors (Florida)
Florida
$19.9M -$60.3K -896 -0.3%
KCAM
252
Kagan Cocozza Asset Management
New Jersey
$19.8M +$807K +11,994 +5%
WCP
253
Welch Capital Partners
New York
$19.5M -$4.7M -69,912 -21%
FGA
254
Fortis Group Advisors
New Jersey
$19.3M +$10.7M +158,670 +157%
American Century Companies
255
American Century Companies
Missouri
$19.2M -$4.8M -71,400 -21%
Bank of Nova Scotia
256
Bank of Nova Scotia
Ontario, Canada
$19.1M +$3.05M +45,350 +21%
SB
257
Strategic Blueprint
Georgia
$19.1M -$2.17M -32,316 -11%
VCM
258
Vivaldi Capital Management
Illinois
$19M -$121K -1,803 -0.7%
Kovitz Investment Group Partners
259
Kovitz Investment Group Partners
Illinois
$19M -$2.25M -33,413 -11%
AIA
260
Accelerate Investment Advisors
California
$18.8M +$839K +12,482 +5%
WCM
261
Windsor Capital Management
Arizona
$18.5M -$289K -4,297 -2%
TA
262
Tectonic Advisors
Texas
$18.4M +$544K +8,085 +3%
Corient Private Wealth
263
Corient Private Wealth
Florida
$18.2M +$5.01M +74,521 +42%
PIS
264
POM Investment Strategies
North Carolina
$18M +$1.59M +23,712 +11%
LAS
265
Legacy Advisory Services
Pennsylvania
$18M -$331K -4,920 -2%
National Bank of Canada
266
National Bank of Canada
Quebec, Canada
$17.6M +$12.2M +181,984 +305%
KNFPWM
267
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$17.4M +$301K +4,473 +2%
AA
268
Advisory Alpha
Michigan
$17.3M +$808K +12,021 +5%
KBFS
269
Kohmann Bosshard Financial Services
Ohio
$17.2M +$570K +8,472 +4%
Focus Partners Wealth
270
Focus Partners Wealth
Massachusetts
$16.9M +$13.2M +196,138 +537%
FFN
271
Focus Financial Network
Minnesota
$16.9M -$7.06M -104,955 -31%
RA
272
Rational Advisors
New York
$16.8M -$738K -10,978 -5%
IRC
273
Investors Research Corp
Georgia
$16.8M +$1.11M +16,437 +8%
SRSA
274
S.R. Schill & Associates
Washington
$16.7M +$398K +5,918 +3%
AI
275
Atria Investments
North Carolina
$16.7M +$606K +9,015 +4%