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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MAM
301
MMA Asset Management
Pennsylvania
$16.4M +$7.78M +103,188 +97%
GWP
302
Gen-Wealth Partners
Michigan
$16.4M +$1.88M +24,921 +14%
FFWA
303
Forthright Family Wealth Advisory
Texas
$16.2M -$9.73M -128,986 -38%
CA
304
Capital Advantage
California
$16.2M +$719K +9,534 +5%
RW
305
Ridgeline Wealth
Arizona
$15.9M -$137K -1,810 -0.9%
BFA
306
Brown Financial Advisors
Ohio
$15.8M +$151K +2,003 +1%
AF
307
Advisornet Financial
Minnesota
$15.8M +$1.13M +14,974 +8%
CPIG
308
Chicago Partners Investment Group
Illinois
$15.4M +$1.46M +19,305 +11%
AF
309
Abound Financial
California
$15.4M -$710K -9,409 -5%
Fidelity Investments
310
Fidelity Investments
Massachusetts
$15.4M +$2.77M +36,721 +23%
FIA
311
Foundations Investment Advisors
Arizona
$15.4M +$11.3M +149,596 +320%
IAA
312
Independent Advisor Alliance
North Carolina
$15.4M +$888K +11,776 +6%
SW
313
SkyOak Wealth
Michigan
$15.2M -$369K -4,888 -2%
BEI
314
Benjamin Edwards Inc
Missouri
$15.2M +$475K +6,303 +3%
NC
315
NovaPoint Capital
Georgia
$15.1M +$731K +9,694 +5%
BAM
316
Belpointe Asset Management
Nevada
$15M +$2.45M +32,503 +20%
CAS
317
Coppell Advisory Solutions
Texas
$15M +$1.51M +19,978 +12%
MERSOM
318
Municipal Employees' Retirement System of Michigan
Michigan
$14.7M
DAS
319
Diversify Advisory Services
Utah
$14.7M +$12.8M +169,728 +1,253%
AAS
320
Asset Allocation Strategies
Michigan
$14.7M +$5.18M +68,723 +58%
KBFS
321
Kohmann Bosshard Financial Services
Ohio
$14.7M -$3.74M -49,520 -21%
SWM
322
Selective Wealth Management
Virginia
$14.6M +$3.51M +46,573 +33%
AI
323
Atria Investments
North Carolina
$14.4M -$3.48M -46,152 -20%
MFS
324
Mattson Financial Services
Michigan
$14.3M +$3M +39,708 +28%
CAPTRUST Financial Advisors
325
CAPTRUST Financial Advisors
North Carolina
$14.3M +$528K +7,006 +4%