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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Neuberger Berman Group
276
Neuberger Berman Group
New York
$29.4M -$1.69M -19,812 -6%
CAS
277
Coppell Advisory Solutions
Texas
$29.4M +$49.8M +583,394 New
CSP
278
Cary Street Partners
Virginia
$29.3M -$9.39M -110,068 -25%
PIA
279
Panoramic Investment Advisors
Colorado
$29.2M +$286K +3,351 +1%
Janney Montgomery Scott
280
Janney Montgomery Scott
Pennsylvania
$29M +$6.81M +79,870 +32%
Baird Financial Group
281
Baird Financial Group
Wisconsin
$28.9M +$1.35M +15,771 +5%
WAS
282
Wealth Advisory Solutions
Indiana
$28.8M +$476K +5,583 +2%
EWM
283
Evermay Wealth Management
Virginia
$28.8M +$3.75M +43,911 +15%
MCM
284
M1 Capital Management
Michigan
$28.5M +$14.4M +169,169 +109%
AWA
285
Arkadios Wealth Advisors
Georgia
$28.5M +$4.43M +51,975 +19%
NG
286
Novem Group
New York
$28.3M +$575K +6,737 +2%
SWM
287
Segment Wealth Management
Texas
$28.3M +$2M +23,490 +8%
CF
288
CBM Financial
Texas
$28.1M +$365K +4,276 +1%
CAAM
289
Cornerstone Advisors Asset Management
Pennsylvania
$28M -$533K -6,249 -2%
BFS
290
Bradley Foster & Sargent
Connecticut
$27.9M +$250K +2,933 +0.9%
TCWM
291
Total Clarity Wealth Management
Illinois
$27.9M +$6.54M +76,629 +32%
Susquehanna International Group
292
Susquehanna International Group
Pennsylvania
$27.7M +$3.16M +36,988 +13%
MW
293
Maia Wealth
Colorado
$27.4M -$1.2M -14,025 -4%
HCA
294
Harbor Capital Advisors
Illinois
$27.4M +$17.2M +201,212 +182%
SCM
295
Steele Capital Management
Iowa
$27.4M -$195K -2,284 -0.7%
MW
296
Mueller Wealth
Wisconsin
$27.2M +$1.46M +17,130 +6%
PNC Financial Services Group
297
PNC Financial Services Group
Pennsylvania
$27.1M -$1.44M -16,846 -5%
KP
298
Keel Point
Alabama
$27.1M +$6.23K +73 +0%
CWG
299
Cornerstone Wealth Group
North Carolina
$26.9M +$5.07M +59,383 +24%
VAS
300
Vestmark Advisory Solutions
Massachusetts
$26.9M +$4.34M +50,922 +20%