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
WWG
251
West Wealth Group
California
$26M +$888K +11,170 +4%
MW
252
Maia Wealth
Colorado
$25.9M -$3.17M -39,871 -11%
VCP
253
Verus Capital Partners
Arizona
$25.9M +$22.7M +285,829 +784%
PIA
254
Panoramic Investment Advisors
Colorado
$25.9M -$323K -4,062 -1%
WAS
255
Wealth Advisory Solutions
Indiana
$25.7M -$435K -5,469 -2%
WAOI
256
Wealth Advisors of Iowa
Iowa
$25.7M -$1.11K -14 -0%
LAS
257
Lloyd Advisory Services
Georgia
$25.7M +$934K +11,743 +4%
SC
258
Savant Capital
Illinois
$25.6M -$4.04M -50,762 -14%
BFS
259
Bradley Foster & Sargent
Connecticut
$25.5M +$18.6M +233,288 +277%
SC
260
Sykon Capital
New York
$25.3M +$119K +1,500 +0.5%
SCM
261
Steele Capital Management
Iowa
$25M -$197K -2,472 -0.8%
AQR Capital Management
262
AQR Capital Management
Connecticut
$24.9M +$3.4M +42,733 +16%
GAG
263
Goodman Advisory Group
Massachusetts
$24.9M -$1.71M -21,488 -6%
MFG
264
MidWestOne Financial Group
Iowa
$24.8M +$576K +7,246 +2%
KP
265
Keel Point
Alabama
$24.7M +$239 +3 +0%
CF
266
CBM Financial
Texas
$24.5M +$24.1M +303,077 New
CAAM
267
Cornerstone Advisors Asset Management
Pennsylvania
$24.4M +$521K +6,545 +2%
SP
268
Stonebrook Private
Michigan
$24.4M +$11.6M +146,152 +92%
MWM
269
McMill Wealth Management
Nebraska
$24.4M -$139K -1,746 -0.6%
DLIC
270
Daido Life Insurance Company
Japan
$24.1M +$11.6M +145,397 +94%
AWA
271
Arete Wealth Advisors
Illinois
$24M -$11.8M -148,860 -33%
Baird Financial Group
272
Baird Financial Group
Wisconsin
$24M -$523K -6,577 -2%
IA
273
IFG Advisory
Georgia
$24M +$69.5K +874 +0.3%
RCAG
274
Rehmann Capital Advisory Group
Michigan
$23.8M +$526K +6,612 +2%
MOS
275
MGO One Seven
Ohio
$23.4M +$11.3M +141,957 +95%