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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NIA
301
NBZ Investment Advisors
Tennessee
$14.3M +$108K +1,605 +0.8%
VBFP
302
Valtinson Bruner Financial Planning
Minnesota
$14.1M +$2.26M +33,625 +21%
UAS
303
United Asset Strategies
New York
$14.1M -$469K -6,981 -3%
CA
304
CSM Advisors
Pennsylvania
$13.9M -$21.6M -320,796 -63%
MWM
305
Moulton Wealth Management
Washington
$13.7M +$12.5M +186,043 New
MERSOM
306
Municipal Employees' Retirement System of Michigan
Michigan
$13.7M
MCC
307
Money Concepts Capital
Florida
$13.6M +$5.38M +80,049 +74%
BEI
308
Benjamin Edwards Inc
Missouri
$13.6M +$1.47M +21,918 +13%
AF
309
Advisornet Financial
Minnesota
$13.5M +$2.35M +34,893 +23%
IAA
310
Independent Advisor Alliance
North Carolina
$13.4M +$4.39M +65,226 +55%
GWP
311
Gen-Wealth Partners
Michigan
$13.4M -$5.12M -76,067 -29%
SSWM
312
Sheets Smith Wealth Management
North Carolina
$13.3M +$3.53M +52,497 +40%
NC
313
NovaPoint Capital
Georgia
$13.3M +$60.7K +903 +0.5%
TPBG
314
Turning Point Benefit Group
Maryland
$13.3M +$2.18M +32,481 +22%
PSFG
315
Prairie Sky Financial Group
Illinois
$13.1M +$377K +5,604 +3%
HWM
316
Hobbs Wealth Management
Indiana
$13M -$7.58M -112,667 -39%
ECA
317
Elevated Capital Advisors
Utah
$13M
TCM
318
Towercrest Capital Management
Pennsylvania
$12.9M +$374K +5,559 +3%
WC
319
Waterloo Capital
Texas
$12.9M +$766K +11,391 +7%
VA
320
Valmark Advisers
Ohio
$12.8M +$867K +12,892 +8%
ASN
321
Advisory Services Network
Georgia
$12.8M -$385K -5,723 -3%
CPIG
322
Chicago Partners Investment Group
Illinois
$12.8M +$1.09M +16,233 +10%
CAPTRUST Financial Advisors
323
CAPTRUST Financial Advisors
North Carolina
$12.8M +$2.21M +32,909 +23%
AQR Capital Management
324
AQR Capital Management
Connecticut
$12.8M +$4.18M +62,179 +55%
AWA
325
Arete Wealth Advisors
Illinois
$12.7M +$2.34M +34,808 +25%