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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OGF
276
Orin Green Financial
California
$819K +$113K +2,497 +17%
Koshinski Asset Management
277
Koshinski Asset Management
Illinois
$804K -$10.7K -235 -1%
TF
278
TLWM Financial
Texas
$803K -$2.18K -48 -0.3%
RSWM
279
Robertson Stephens Wealth Management
California
$795K
VC
280
Vicus Capital
Pennsylvania
$790K +$197K +4,349 +34%
PFA
281
Professional Financial Advisors
Nebraska
$782K -$694K -15,293 -48%
IWA
282
Intercontinental Wealth Advisors
Texas
$782K +$28.1K +620 +4%
BFA
283
Bluestem Financial Advisors
Illinois
$774K +$1.63K +36 +0.2%
CW
284
CreativeOne Wealth
Kansas
$732K -$942K -20,763 -57%
BCI
285
Brinker Capital Investments
Pennsylvania
$726K +$112K +2,464 +19%
HF
286
HRT Financial
New York
$711K -$69.6K -1,535 -9%
CIAS
287
Capital Investment Advisory Services
North Carolina
$701K
ASN
288
Advisory Services Network
Georgia
$676K -$10.1K -222 -2%
KM
289
Kalos Management
Georgia
$663K -$333K -7,339 -35%
OIM
290
Opus Investment Management
Massachusetts
$655K +$637K +14,050 New
Citigroup
291
Citigroup
New York
$650K -$87.4K -1,927 -12%
W
292
Wealthquest
Ohio
$647K -$51K -1,124 -7%
TA
293
TrueWealth Advisors
Alabama
$642K +$601K +13,243 New
FMC
294
Financial Management Concepts
Florida
$630K +$20.7K +456 +4%
HAS
295
HBW Advisory Services
California
$630K +$169K +3,735 +38%
EWM
296
Echo Wealth Management
Minnesota
$629K -$290K -6,397 -32%
QC
297
QCM Cayman
Texas
$622K -$1.12M -24,743 -65%
DJSG
298
D.J. St. Germain
Massachusetts
$618K +$601K +13,255 New
ADL
299
Asset Dedication LLC
California
$616K -$2.99K -66 -0.5%
JSA
300
Jacobson & Schmitt Advisors
Wisconsin
$595K +$259K +5,701 +81%