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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SP
326
Stonebrook Private
Michigan
$8.07M -$782K -12,026 -9%
IWN
327
Independent Wealth Network
Iowa
$8.02M -$327K -5,022 -4%
KAM
328
Kensington Asset Management
Texas
$8.02M +$4.88K +75 +0.1%
AWMNH
329
Arcadia Wealth Management (New Hampshire)
New Hampshire
$8M +$176K +2,714 +2%
Mercer Global Advisors
330
Mercer Global Advisors
Colorado
$8M -$1.28M -19,624 -14%
MFS
331
Mattson Financial Services
Michigan
$7.97M -$47.3K -727 -0.6%
MFA
332
Morling Financial Advisors
California
$7.93M -$35.1K -540 -0.5%
TFA
333
Transamerica Financial Advisors
Florida
$7.88M -$400K -6,155 -5%
KWM
334
Kingsview Wealth Management
Oregon
$7.78M +$156K +2,404 +2%
ACP
335
Aveo Capital Partners
Colorado
$7.75M +$477K +7,334 +7%
RSWM
336
Robertson Stephens Wealth Management
California
$7.71M +$6.55M +100,730 +744%
Fidelity Investments
337
Fidelity Investments
Massachusetts
$7.71M +$810K +12,457 +12%
MHB
338
Midwest Heritage Bank
Iowa
$7.64M +$3.32K +51 +0%
AWA
339
ARQ Wealth Advisors
Arizona
$7.62M +$921K +14,165 +14%
CF
340
Convergence Financial
Missouri
$7.6M +$164K +2,528 +2%
MLA
341
My Legacy Advisors
Oregon
$7.58M -$7.89M -121,307 -52%
SWM
342
StoneCrest Wealth Management
Arizona
$7.3M +$1.3M +20,036 +23%
Jones Financial Companies
343
Jones Financial Companies
Missouri
$7.26M +$5.52M +84,842 +367%
WC
344
Westwind Capital
New Mexico
$7.21M +$6.92M +106,350 +26,654%
BAM
345
Belpointe Asset Management
Nevada
$7.2M -$2.43M -37,341 -26%
Rockefeller Capital Management
346
Rockefeller Capital Management
New York
$7.15M +$3.87M +59,582 +129%
OC
347
Oarsman Capital
Wisconsin
$7.12M -$2M -30,722 -23%
NL
348
NWAM LLC
Washington
$7.06M +$6.8M +104,598 New
CAPTRUST Financial Advisors
349
CAPTRUST Financial Advisors
North Carolina
$7.01M +$772K +11,878 +13%
PW
350
Paladin Wealth
Minnesota
$7M +$6.74M +103,664 New