We are live on ! Find out more
SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IWA
301
Intercontinental Wealth Advisors
Texas
$949K -$11.1K -214 -1%
TF
302
TLWM Financial
Texas
$919K +$15.2K +293 +2%
JG
303
Jefferies Group
New York
$899K -$349K -6,729 -27%
Koshinski Asset Management
304
Koshinski Asset Management
Illinois
$890K +$250K +4,827 +38%
ACS
305
Archford Capital Strategies
Illinois
$890K -$19.9K -383 -2%
MA
306
MONECO Advisors
Connecticut
$880K +$904K +17,434 New
RSWM
307
Robertson Stephens Wealth Management
California
$861K
BFA
308
Bluestem Financial Advisors
Illinois
$841K +$1.4K +27 +0.2%
DRS
309
Deane Retirement Strategies
Louisiana
$835K -$145K -2,799 -14%
BWM
310
Baystate Wealth Management
Massachusetts
$783K +$597K +11,509 +287%
FC
311
Fulcrum Capital
Washington
$772K +$793K +15,291 New
FMC
312
Financial Management Concepts
Florida
$765K +$29.5K +569 +4%
CIAS
313
Capital Investment Advisory Services
North Carolina
$732K -$10.5K -202 -1%
Fidelity Investments
314
Fidelity Investments
Massachusetts
$721K +$41.6K +802 +6%
OIM
315
Opus Investment Management
Massachusetts
$709K
DADC
316
D.A. Davidson & Co
Montana
$709K +$157K +3,030 +27%
AAS
317
Avantax Advisory Services
Texas
$688K +$262K +5,046 +59%
TSS
318
Two Sigma Securities
New York
$683K +$167K +3,222 +31%
WFC
319
Western Financial Corp
California
$682K +$78.3K +1,509 +13%
NRI
320
NFP Retirement Inc
California
$673K -$2.4M -46,239 -78%
TCM
321
Traynor Capital Management
Pennsylvania
$673K +$52 +1 +0%
ADL
322
Asset Dedication LLC
California
$654K +$519 +10 +0.1%
AF
323
Aldebaran Financial
$650K +$36K +695 +6%
CCP
324
Cardan Capital Partners
Colorado
$649K
NGA
325
Naples Global Advisors
Florida
$647K +$51.9K +1,000 +8%