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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KWM
301
Kingsview Wealth Management
Oregon
$2.54M -$163K -3,465 -6%
CPW
302
Catalyst Private Wealth
California
$2.52M -$20.2K -430 -0.8%
FCA
303
FLC Capital Advisors
California
$2.51M -$857K -18,272 -26%
ULWM
304
Upper Left Wealth Management
Florida
$2.5M +$2.21K +47 +0.1%
CTFG
305
Capstone Triton Financial Group
Oklahoma
$2.5M +$124K +2,651 +5%
Millennium Management
306
Millennium Management
New York
$2.49M +$1.65M +35,143 +211%
HAG
307
HF Advisory Group
Maryland
$2.48M +$77K +1,641 +3%
FDCDDQ
308
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.46M +$2.39M +50,848 +29,392%
SPA
309
Sentinel Pension Advisors
Massachusetts
$2.45M +$55.1K +1,174 +2%
T
310
TrueFG
Texas
$2.44M +$169K +3,607 +8%
TCA
311
Transcend Capital Advisors
New Jersey
$2.44M -$156K -3,320 -6%
PFA
312
Pinnacle Family Advisors
Missouri
$2.42M -$86K -1,834 -4%
SFS
313
Sowell Financial Services
Arkansas
$2.41M -$2.84M -60,622 -55%
VC
314
Vicus Capital
Pennsylvania
$2.39M +$312K +6,654 +15%
Stifel Financial
315
Stifel Financial
Missouri
$2.35M +$442K +9,425 +24%
SWA
316
Stratos Wealth Advisors
Ohio
$2.31M -$896K -19,099 -28%
PVI
317
Pine Valley Investments
New Jersey
$2.28M +$2.21M +47,179 New
TF
318
TimeScale Financial
Massachusetts
$2.28M +$2.22M +47,355 New
BFA
319
Beacon Financial Advisory
Ohio
$2.24M +$254K +5,403 +13%
AIS
320
American Investment Services
Massachusetts
$2.2M
LA
321
LexAurum Advisors
Kansas
$2.19M +$200K +4,256 +10%
WFAG
322
Wescott Financial Advisory Group
Pennsylvania
$2.14M -$90.7K -1,934 -4%
IWA
323
Intercontinental Wealth Advisors
Texas
$2.14M -$70.2K -1,496 -3%
IFPG
324
Intrepid Financial Planning Group
Indiana
$2.09M -$44.2K -942 -2%
MF
325
Meridian Financial
Massachusetts
$2.09M +$160K +3,409 +9%