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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OWA
326
Outlook Wealth Advisors
Texas
$2.9M -$93.2K -1,781 -3%
BFA
327
Bluestem Financial Advisors
Illinois
$2.87M +$95.7K +1,830 +3%
TCA
328
Transcend Capital Advisors
New Jersey
$2.87M +$344K +6,583 +13%
TF
329
Theory Financial
Colorado
$2.84M +$2.96M +56,555 New
PFA
330
Pinnacle Family Advisors
Missouri
$2.82M +$210K +4,019 +8%
CFGF
331
Compass Financial Group (Florida)
Florida
$2.79M +$25.4K +486 +0.9%
CWM
332
Congress Wealth Management
Massachusetts
$2.78M -$170K -3,245 -6%
DWM
333
Dakota Wealth Management
Florida
$2.77M -$148K -2,822 -5%
OLVIG
334
Oliver Lagore Vanvalin Investment Group
Michigan
$2.77M +$2.53M +48,357 +719%
VIA
335
Vickerman Investment Advisors
Washington
$2.76M -$24.5K -468 -0.8%
CCM
336
Ciovacco Capital Management
Georgia
$2.74M -$158K -3,022 -5%
FDCDDQ
337
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.73M +$1.2K +23 +0%
LCM
338
Lunt Capital Management
Utah
$2.73M +$143K +2,743 +5%
EFL
339
ERn Financial LLC
Wisconsin
$2.71M -$113K -2,162 -4%
CTFG
340
Capstone Triton Financial Group
Oklahoma
$2.71M +$81.7K +1,561 +3%
RSA
341
River Street Advisors
Illinois
$2.69M -$105 -2 -0%
Mercer Global Advisors
342
Mercer Global Advisors
Colorado
$2.68M -$982K -18,764 -26%
SWA
343
Stratos Wealth Advisors
Ohio
$2.66M +$122K +2,326 +5%
BCMO
344
Buckingham Capital Management (Ohio)
Ohio
$2.64M +$310K +5,917 +13%
T
345
TRUADVICE
Florida
$2.62M -$925K -17,685 -26%
CPW
346
Catalyst Private Wealth
California
$2.62M -$10K -192 -0.4%
WCM
347
Wealthcare Capital Management
Virginia
$2.57M -$137K -2,622 -5%
HAG
348
HF Advisory Group
Maryland
$2.56M -$53.6K -1,025 -2%
VC
349
Vicus Capital
Pennsylvania
$2.55M +$7.64K +146 +0.3%
T
350
TrueFG
Texas
$2.55M -$71.8K -1,373 -3%