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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BA
326
Bluesphere Advisors
Pennsylvania
$1.31M
NF
327
Nikulski Financial
Iowa
$1.3M -$28.4K -543 -2%
KCPG
328
Kavar Capital Partners Group
Kansas
$1.29M -$24.9K -475 -2%
OIA
329
OneDigital Investment Advisors
Kansas
$1.29M +$1.1K +21 +0.1%
PWA
330
PCG Wealth Advisors
Kansas
$1.27M +$997K +19,031 +384%
IFPL
331
Investments & Financial Planning LLC
Kentucky
$1.25M +$11.3K +215 +0.9%
SIA
332
Strategic Investment Advisors
Michigan
$1.21M +$105K +1,996 +10%
TPA
333
Trivium Point Advisory
Connecticut
$1.21M -$61.6K -1,177 -5%
WF
334
Wayfinding Financial
Washington
$1.21M +$235K +4,486 +22%
AAS
335
Avantax Advisory Services
Texas
$1.21M +$380K +7,264 +47%
CFAM
336
Center For Asset Management
Florida
$1.18M +$19.1K +364 +2%
FMN
337
Financial Management Network
California
$1.17M -$25.8K -492 -2%
ASN
338
Advisory Services Network
Georgia
$1.17M +$71.6K +1,368 +7%
AC
339
Aristides Capital
Kentucky
$1.13M
CCM
340
Crew Capital Management
Ohio
$1.12M +$7.38K +141 +0.7%
SMC
341
Smith, Moore & Co
Missouri
$1.11M
MLA
342
My Legacy Advisors
Oregon
$1.1M +$1.09M +20,733 New
LWMNY
343
Landmark Wealth Management (New York)
New York
$1.1M +$1.07M +20,443 +101%
WWM
344
Windsor Wealth Management
Indiana
$1.09M +$13.7K +262 +1%
National Bank of Canada
345
National Bank of Canada
Quebec, Canada
$1.09M +$147K +2,816 +16%
Koshinski Asset Management
346
Koshinski Asset Management
Illinois
$1.08M +$111K +2,117 +12%
OGF
347
Orin Green Financial
California
$1.07M +$29.7K +567 +3%
PFA
348
Professional Financial Advisors
Nebraska
$1.06M -$7.44K -142 -0.7%
APA
349
American Portfolios Advisors
New York
$1.05M -$471K -8,988 -31%
TF
350
TLWM Financial
Texas
$1.04M +$32.3K +616 +3%