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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
UCFA
326
United Capital Financial Advisors
Texas
$481K +$469K +9,566 New
GCP
327
GSA Capital Partners
United Kingdom
$477K +$465K +9,484 New
CMBA
328
C.M. Bidwell & Associates
Hawaii
$476K -$2.24M -45,652 -83%
TWM
329
Tradition Wealth Management
Minnesota
$473K +$462K +9,407 New
AUB
330
Atlantic Union Bankshares
Virginia
$469K -$35.5K -724 -7%
IIC
331
Integrated Investment Consultants
Michigan
$463K
FMI
332
F/M Investments
District of Columbia
$461K +$144K +2,928 +47%
DI
333
DFPG Investments
Utah
$460K -$505K -10,292 -53%
CPIG
334
Chicago Partners Investment Group
Illinois
$460K -$25.1K -512 -5%
SWM
335
Sculati Wealth Management
Michigan
$455K -$3.48K -71 -0.8%
NFG
336
Next Financial Group
Texas
$451K -$26.8K -546 -6%
SFG
337
Sovereign Financial Group
Connecticut
$447K
NA
338
Nottingham Advisors
New York
$445K -$90.3K -1,841 -17%
BFS
339
Bickling Financial Services
Massachusetts
$444K -$969K -19,738 -69%
HFS
340
Horizon Financial Services
North Carolina
$442K +$431K +8,786 New
NAS
341
Nicolet Advisory Services
Wisconsin
$439K +$9.13K +186 +2%
AAS
342
Avantax Advisory Services
Texas
$435K +$156K +3,171 +58%
HAS
343
HBW Advisory Services
California
$431K -$244K -4,963 -37%
FFG
344
Frisch Financial Group
New York
$422K -$5.01K -102 -1%
I2I
345
Insight 2811 Inc
Illinois
$419K +$159K +3,233 +63%
GSIS
346
Global Strategic Investment Solutions
Arizona
$403K
VR
347
Viridian RIA
Washington
$390K
IAN
348
Integrated Advisors Network
Texas
$387K +$28.7K +584 +8%
GI
349
Gradient Investments
Minnesota
$384K -$3.63K -74 -1%
Jane Street
350
Jane Street
New York
$376K -$2.03M -41,342 -85%