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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
276
Campbell Wealth Management
Virginia
$231K +$220K +6,384 New
OFS
277
OneAscent Financial Services
Alabama
$228K +$216K +6,295 New
APA
278
American Portfolios Advisors
New York
$224K +$9.42K +274 +5%
CIA
279
Capital Investment Advisors
Georgia
$222K +$211K +6,130 New
MIM
280
Macroview Investment Management
Maryland
$219K -$1.97M -57,363 -90%
SPC
281
Sigma Planning Corp
Michigan
$214K +$203K +5,895 New
OAP
282
One Advisory Partners
Kansas
$213K +$202K +5,887 New
TA
283
TFG Advisers
Michigan
$211K +$201K +5,834 New
IWA
284
Intercontinental Wealth Advisors
Texas
$202K +$192K +5,575 New
JWA
285
JFS Wealth Advisors
Pennsylvania
$201K +$4.61K +134 +2%
PNC Financial Services Group
286
PNC Financial Services Group
Pennsylvania
$198K +$3.95K +115 +2%
SPIA
287
Steward Partners Investment Advisory
New York
$186K +$101K +2,925 +132%
GI
288
Gradient Investments
Minnesota
$165K -$10.8K -315 -6%
SBSB
289
Sullivan, Bruyette, Speros & Blaney
Virginia
$137K +$130K +3,783 New
ZIG
290
Zurich Insurance Group
Switzerland
$123K -$70.5K -2,050 -34%
BWA
291
Burt Wealth Advisors
Maryland
$116K
JCM
292
Jacobi Capital Management
Pennsylvania
$107K +$44.9K +1,306 +80%
GRP
293
Global Retirement Partners
California
$107K +$102K +2,960 New
CAPTRUST Financial Advisors
294
CAPTRUST Financial Advisors
North Carolina
$102K
PWM
295
Provident Wealth Management
Tennessee
$86K +$81.7K +2,377 New
YAL
296
Your Advocates Ltd
Texas
$82K -$143K -4,150 -65%
PB
297
Pinnacle Bancorp
Nebraska
$80K +$31.1K +903 +70%
Simplex Trading
298
Simplex Trading
Illinois
$79K +$75.4K +2,194 New
TIM
299
Tortoise Investment Management
New York
$75K +$34.4K +1,000 +93%
FHA
300
Flagship Harbor Advisors
Massachusetts
$65K