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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AFAS
276
Acorn Financial Advisory Services
Virginia
$9.34M -$240K -3,893 -3%
CWA
277
Clearview Wealth Advisors
Oregon
$9.26M -$7.73M -125,502 -46%
VA
278
Valmark Advisers
Ohio
$9.25M +$981K +15,934 +12%
BWFA
279
Baltimore-Washington Financial Advisors
Maryland
$9.23M +$460K +7,468 +5%
BW
280
Bison Wealth
Georgia
$9.23M
BAM
281
Belpointe Asset Management
Nevada
$9.22M -$8.35M -135,639 -49%
SPI
282
Sutton Place Investors
New York
$9.11M -$350K -5,680 -4%
QPWM
283
Quadrant Private Wealth Management
Pennsylvania
$9.11M +$999K +16,224 +13%
Geode Capital Management
284
Geode Capital Management
Massachusetts
$9.05M
FFA
285
Fragasso Financial Advisors
Pennsylvania
$8.95M +$1.1M +17,806 +15%
WC
286
Waterloo Capital
Texas
$8.93M +$423K +6,872 +5%
Mercer Global Advisors
287
Mercer Global Advisors
Colorado
$8.91M -$9.61M -156,026 -53%
HPC
288
HM Payson & Co
Maine
$8.8M -$2.74M -44,475 -24%
KNFPWM
289
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$8.78M +$3.41M +55,459 +68%
EWA
290
Emergent Wealth Advisors
New York
$8.75M -$280K -4,544 -3%
OC
291
Oarsman Capital
Wisconsin
$8.72M +$1.87M +30,445 +29%
SSWM
292
Sheets Smith Wealth Management
North Carolina
$8.66M +$67.9K +1,103 +0.8%
BIG
293
Bush Investment Group
Georgia
$8.57M -$1.21M -19,614 -13%
MWM
294
Maripau Wealth Management
Indiana
$8.55M +$4.99K +81 +0.1%
TC
295
TownSquare Capital
Utah
$8.54M +$455K +7,393 +6%
HIP
296
HUB Investment Partners
Texas
$8.53M +$2.81M +45,631 +52%
SP
297
Stonebrook Private
Michigan
$8.42M -$1.02M -16,636 -11%
WFA
298
Wells Financial Advisors
Massachusetts
$8.34M +$2.86M +46,448 +55%
CIA
299
Concurrent Investment Advisors
Florida
$8.33M +$436K +7,085 +6%
OLVIG
300
Oliver Lagore Vanvalin Investment Group
Michigan
$8.18M +$501K +8,142 +7%