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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LWMM
301
Legacy Wealth Management (Mississippi)
Mississippi
$26.6M +$10.6M +124,427 +70%
APWA
302
Atlas Private Wealth Advisors
New Jersey
$26.4M +$1.04M +12,161 +4%
AC
303
AlphaCore Capital
California
$26.4M -$1.56M -18,298 -6%
GAG
304
Goodman Advisory Group
Massachusetts
$26.3M -$188K -2,206 -0.7%
DP
305
DDD Partners
Washington
$26.2M +$14.3M +168,144 +130%
RA
306
RFG Advisory
Alabama
$26.1M -$7.73M -90,557 -23%
RCAG
307
Rehmann Capital Advisory Group
Michigan
$25.8M +$1.95M +22,873 +8%
OC
308
Oarsman Capital
Wisconsin
$25.6M +$9.99M +117,130 +67%
US Bancorp
309
US Bancorp
Minnesota
$25.6M +$1.66M +19,430 +7%
MWM
310
Maripau Wealth Management
Indiana
$25.5M +$3.43M +40,207 +16%
DF
311
Daviman Financial
Indiana
$25.3M +$8.05M +94,370 +49%
AI
312
Arrien Investments
Idaho
$25.3M +$116K +1,357 +0.5%
CAM
313
Clarity Asset Management
Iowa
$25.3M -$178K -2,081 -0.7%
BOSSRA
314
B.O.S.S. Retirement Advisors
Utah
$25.3M +$10.8M +126,159 +78%
KCAM
315
Kagan Cocozza Asset Management
New Jersey
$25.2M +$1.38M +16,144 +6%
CWAF
316
Core Wealth Advisors (Florida)
Florida
$25.1M +$337K +3,948 +1%
CG
317
Clarus Group
Texas
$25M +$54.3K +636 +0.2%
KNFPWM
318
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$25M +$1.18M +13,843 +5%
GF
319
GTS Financial
Minnesota
$24.9M -$108K -1,264 -0.4%
RFS
320
Retirement Financial Solutions
Tennessee
$24.8M +$633K +7,420 +3%
FFN
321
Focus Financial Network
Minnesota
$24.5M +$5.59M +65,521 +31%
MWA
322
Merkkuri Wealth Advisors
New York
$24.4M +$4.77M +55,930 +25%
Fidelity Investments
323
Fidelity Investments
Massachusetts
$24.1M +$4.06M +47,563 +21%
BAM
324
Belpointe Asset Management
Nevada
$24.1M +$3.62M +42,391 +18%
AIA
325
Accelerate Investment Advisors
California
$24M -$710K -8,323 -3%