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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
326
Echo Wealth Management
Minnesota
$641K -$26.8K -517 -4%
HFS
327
Horizon Financial Services
North Carolina
$639K +$201K +3,876 +44%
UCFA
328
United Capital Financial Advisors
Texas
$629K +$150K +2,896 +30%
RFN
329
RDA Financial Network
Iowa
$628K +$79.3K +1,529 +14%
DI
330
Diligent Investors
California
$620K
CA
331
Clearstead Advisors
Ohio
$620K +$637K +12,285 New
DC
332
Davenport & Co
Virginia
$606K +$24.1K +465 +4%
AMM
333
American Money Management
California
$581K -$4.77K -92 -0.8%
DAM
334
Derbend Asset Management
Georgia
$574K -$18.8K -362 -3%
Citigroup
335
Citigroup
New York
$571K -$96.9K -1,868 -14%
APC
336
Aspire Private Capital
North Carolina
$567K -$274K -5,276 -32%
JSA
337
Jacobson & Schmitt Advisors
Wisconsin
$566K -$13.3K -257 -2%
RPCA
338
Running Point Capital Advisors
California
$556K -$10.7K -207 -2%
GCP
339
GSA Capital Partners
United Kingdom
$546K +$69.1K +1,333 +14%
BCP
340
Berkeley Capital Partners
Georgia
$542K +$239K +4,609 +75%
BHWM
341
Bay Harbor Wealth Management
Maryland
$534K -$180K -3,472 -25%
BF
342
BOK Financial
Oklahoma
$521K +$535K +10,320 New
RWM
343
Ritholtz Wealth Management
New York
$498K -$21.2K -409 -4%
QA
344
Quantitative Advantage
Minnesota
$496K +$510K +9,829 New
WSTAM
345
Wilbanks Smith & Thomas Asset Management
Virginia
$488K
CMBA
346
C.M. Bidwell & Associates
Hawaii
$487K +$9.6K +185 +2%
CPIG
347
Chicago Partners Investment Group
Illinois
$484K
CM
348
Churchill Management
California
$483K +$140K +2,691 +39%
SFG
349
Sovereign Financial Group
Connecticut
$479K -$5.91K -114 -1%
AUB
350
Atlantic Union Bankshares
Virginia
$470K