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
ARC
301
Advisor Resource Council
Texas
$11.6M +$13M +187,557 New
Corient Private Wealth
302
Corient Private Wealth
Florida
$11.6M -$802K -11,600 -6%
O3W
303
Omni 360 Wealth
New Jersey
$11.6M +$471K +6,806 +4%
PSFG
304
Prairie Sky Financial Group
Illinois
$11.5M +$392K +5,667 +3%
TCM
305
Towercrest Capital Management
Pennsylvania
$11.3M -$214K -3,098 -2%
MSRI
306
Michael S. Ryan Inc
New York
$11.2M -$304K -4,400 -3%
KFSN
307
Keystone Financial Services (Nebraska)
Nebraska
$11.1M +$453K +6,551 +4%
GG
308
GenWealth Group
New Jersey
$11.1M +$230K +3,325 +2%
FRA
309
FFG Retirement Advisors
Colorado
$11.1M -$2.13M -30,773 -15%
WC
310
Waterloo Capital
Texas
$10.9M -$618K -8,933 -5%
BEI
311
Benjamin Edwards Inc
Missouri
$10.9M +$11.4M +165,412 New
FWP
312
Forefront Wealth Partners
Texas
$10.9M +$1.85M +26,797 +19%
AWM
313
Adams Wealth Management
Utah
$10.8M -$2.97K -43 -0%
CI
314
CacheTech Inc
Utah
$10.8M -$2.97K -43 -0%
VA
315
Valmark Advisers
Ohio
$10.8M +$504K +7,293 +5%
MWA
316
Merkkuri Wealth Advisors
New York
$10.7M +$1.79M +25,889 +19%
CF
317
Convergence Financial
Missouri
$10.7M +$4.79M +69,304 +74%
FFA
318
Fragasso Financial Advisors
Pennsylvania
$10.7M +$546K +7,901 +5%
CWMS
319
Cannon Wealth Management Services
North Carolina
$10.6M +$676K +9,781 +6%
VBFP
320
Valtinson Bruner Financial Planning
Minnesota
$10.6M -$3.35M -48,496 -23%
WA
321
Win Advisors
Florida
$10.5M +$11M +159,544 New
HBT
322
Hills Bank & Trust
Iowa
$10.3M +$4.92M +71,097 +83%
CPIG
323
Chicago Partners Investment Group
Illinois
$10.3M +$1.9M +27,540 +22%
HCM
324
Hollencrest Capital Management
California
$10.2M +$99.9K +1,444 +0.9%
MFS
325
McNamara Financial Services
Massachusetts
$10.2M -$202K -2,923 -2%