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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TAM
326
Tucker Asset Management
Colorado
$296K +$281K +6,736 New
CBFP
327
Cedar Brook Financial Partners
Ohio
$291K -$90.3K -2,165 -25%
JWCA
328
J.W. Cole Advisors
Florida
$291K +$276K +6,621 New
CIA
329
Capital Investment Advisors
Georgia
$290K +$19.1K +458 +7%
TCMP
330
Thrive Capital Management (Pennsylvania)
Pennsylvania
$286K +$271K +6,507 New
IFWM
331
Institute for Wealth Management
Colorado
$282K -$130K -3,120 -33%
CWM
332
Campbell Wealth Management
Virginia
$281K
PNC Financial Services Group
333
PNC Financial Services Group
Pennsylvania
$276K +$63.9K +1,532 +32%
HPC
334
Hobart Private Capital
North Carolina
$274K -$62K -1,486 -19%
APA
335
American Portfolios Advisors
New York
$274K -$2.34M -56,208 -90%
TCWM
336
Total Clarity Wealth Management
Illinois
$272K -$30.6K -735 -11%
TA
337
TFG Advisers
Michigan
$272K +$4.71K +113 +2%
OPS
338
Orion Portfolio Solutions
Nebraska
$271K +$257K +6,170 New
WP
339
WealthSource Partners
California
$270K -$35.9K -862 -12%
PPA
340
Parametric Portfolio Associates
Washington
$259K +$20.9K +502 +9%
VWA
341
Visionary Wealth Advisors
Illinois
$255K -$490K -11,749 -67%
I2I
342
Insight 2811 Inc
Illinois
$253K -$6.34K -152 -3%
JSL
343
JT Stratford LLC
Georgia
$245K +$232K +5,571 New
BCA
344
Biltmore Capital Advisors
New Jersey
$243K +$230K +5,527 New
MIM
345
Macroview Investment Management
Maryland
$241K
JWA
346
JFS Wealth Advisors
Pennsylvania
$240K +$12K +288 +6%
HIP
347
HUB Investment Partners
Texas
$235K +$249K +5,974 New
CA
348
CapWealth Advisors
Tennessee
$234K
BF
349
BOK Financial
Oklahoma
$231K -$19.9K -476 -8%
PWM
350
Provident Wealth Management
Tennessee
$229K +$17.7K +425 +9%