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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFA
276
Professional Financial Advisors
Nebraska
$1.02M +$171K +3,488 +21%
OGF
277
Orin Green Financial
California
$991K +$104K +2,112 +12%
DRS
278
Deane Retirement Strategies
Louisiana
$973K -$262K -5,344 -22%
IWA
279
Intercontinental Wealth Advisors
Texas
$957K +$110K +2,234 +13%
KM
280
Kalos Management
Georgia
$930K +$211K +4,292 +32%
ACS
281
Archford Capital Strategies
Illinois
$907K -$79.4K -1,617 -8%
WP
282
WealthSource Partners
California
$899K +$274K +5,574 +45%
TF
283
TLWM Financial
Texas
$896K +$32.2K +657 +4%
RSWM
284
Robertson Stephens Wealth Management
California
$859K
NA
285
NewEdge Advisors
Louisiana
$839K +$425K +8,664 +108%
BFA
286
Bluestem Financial Advisors
Illinois
$838K +$1.52K +31 +0.2%
APC
287
Aspire Private Capital
North Carolina
$831K -$15.4M -313,217 -95%
CF
288
Copperwynd Financial
Arizona
$813K +$793K +16,161 New
UWM
289
USAdvisors Wealth Management
Minnesota
$795K -$9.55M -194,656 -92%
PA
290
PFG Advisors
Arizona
$781K +$761K +15,513 New
FMC
291
Financial Management Concepts
Florida
$755K +$57.4K +1,169 +9%
CIAS
292
Capital Investment Advisory Services
North Carolina
$741K -$15.5K -316 -2%
IA
293
Insight Advisors
Pennsylvania
$738K +$165K +3,364 +31%
BHWM
294
Bay Harbor Wealth Management
Maryland
$707K -$594K -12,099 -46%
OIM
295
Opus Investment Management
Massachusetts
$707K
ASN
296
Advisory Services Network
Georgia
$704K -$24.6K -502 -3%
TCM
297
Traynor Capital Management
Pennsylvania
$680K +$100K +2,043 +18%
Fidelity Investments
298
Fidelity Investments
Massachusetts
$679K +$64.4K +1,312 +11%
Citigroup
299
Citigroup
New York
$664K -$37.2K -759 -5%
BSG
300
Black Swift Group
Colorado
$659K +$635K +12,949 +8,575%