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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VA
276
Valmark Advisers
Ohio
$10.8M +$977K +15,023 +10%
Pathstone Holdings
277
Pathstone Holdings
New Jersey
$10.8M +$23.5K +361 +0.2%
MSA
278
Marathon Strategic Advisors
Pennsylvania
$10.7M +$366K +5,622 +4%
AF
279
Apollon Financial
South Carolina
$10.6M -$456K -7,009 -4%
FAIM
280
Financial Advocates Investment Management
Washington
$10.5M -$57K -876 -0.6%
QPWM
281
Quadrant Private Wealth Management
Pennsylvania
$10.5M +$867K +13,333 +9%
HBS
282
Howard Bailey Securities
Indiana
$10.4M +$10.1M +154,749 New
HCM
283
Hollencrest Capital Management
California
$10.4M -$1.31M -20,176 -12%
CWMS
284
Cannon Wealth Management Services
North Carolina
$10.4M +$9.98M +153,441 New
AWMG
285
Alliance Wealth Management Group
New Jersey
$10.4M -$1.63K -25 -0%
MA
286
MONECO Advisors
Connecticut
$10.3M +$3.26M +50,091 +49%
FWP
287
Firethorn Wealth Partners
Georgia
$10.2M -$807K -12,409 -8%
MWM
288
Maripau Wealth Management
Indiana
$10.1M +$1.06M +16,347 +12%
CA
289
Capital Advantage
California
$10.1M +$1.97M +30,280 +25%
FGA
290
Fortis Group Advisors
New Jersey
$10.1M -$4.59M -70,603 -32%
BOC
291
Bull Oak Capital
California
$10.1M -$450K -6,921 -4%
ECA
292
Elevated Capital Advisors
Utah
$10.1M +$4.49M +69,021 +86%
FPWM
293
FSB Premier Wealth Management
Iowa
$9.99M +$48.4K +745 +0.5%
TC
294
TownSquare Capital
Utah
$9.83M +$793K +12,192 +9%
PWPS
295
Pinnacle Wealth Planning Services
Ohio
$9.79M -$2.59M -39,851 -22%
IAA
296
Independent Advisor Alliance
North Carolina
$9.77M +$2.03M +31,260 +28%
FFA
297
Fragasso Financial Advisors
Pennsylvania
$9.7M +$248K +3,811 +3%
BWFA
298
Baltimore-Washington Financial Advisors
Maryland
$9.65M -$88.1K -1,354 -0.9%
CWA
299
Clearview Wealth Advisors
Oregon
$9.64M -$115K -1,772 -1%
BW
300
Bison Wealth
Georgia
$9.61M -$500K -7,687 -5%