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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFP
326
Shepherd Financial Partners
Massachusetts
$5.5M +$548K +9,364 +12%
CF
327
Centaurus Financial
California
$5.5M +$470K +8,027 +10%
HSA
328
HBK Sorce Advisory
Pennsylvania
$5.47M +$67.4K +1,151 +1%
MWM
329
Modera Wealth Management
New Jersey
$5.46M -$971K -16,577 -16%
TI
330
Tidal Investments
Wisconsin
$5.46M +$5.19M +88,681 New
SWM
331
StoneCrest Wealth Management
Arizona
$5.41M +$50.4K +860 +1%
HIP
332
HUB Investment Partners
Texas
$5.39M +$3.68M +62,789 +253%
CCG
333
Catalina Capital Group
California
$5.38M +$36.1K +617 +0.7%
Cerity Partners
334
Cerity Partners
New York
$5.36M +$306K +5,233 +6%
MSAM
335
Moloney Securities Asset Management
Missouri
$5.35M +$3.63K +62 +0.1%
SGI
336
Summit Global Investments
Utah
$5.29M +$803K +13,719 +19%
CF
337
Convergence Financial
Missouri
$5.21M +$2.86M +48,866 +137%
WFA
338
Wells Financial Advisors
Massachusetts
$5.16M +$4.91M +83,873 New
APC
339
Aspire Private Capital
North Carolina
$5.13M +$1.53M +26,151 +46%
BWM
340
BlackDiamond Wealth Management
New York
$5.1M -$1.07M -18,271 -18%
TF
341
Theory Financial
Colorado
$5.04M +$574K +9,809 +14%
KNFPWM
342
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$5.03M +$4.79M +81,753 New
Northern Trust
343
Northern Trust
Illinois
$4.98M -$56.2K -960 -1%
PA
344
PFG Advisors
Arizona
$4.83M +$1.25M +21,379 +37%
CAPTRUST Financial Advisors
345
CAPTRUST Financial Advisors
North Carolina
$4.77M +$1.72M +29,424 +61%
SFC
346
Strategic Financial Concepts
Texas
$4.77M +$534K +9,113 +13%
JFG
347
JDM Financial Group
Texas
$4.71M +$36K +614 +0.8%
GF
348
Goodman Financial
Texas
$4.7M +$351K +5,998 +9%
FTUS
349
Flow Traders U.S.
New York
$4.67M +$1.63M +27,829 +58%
FWA
350
FSC Wealth Advisors
New York
$4.61M +$4.39M +74,896 New