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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OLVIG
326
Oliver Lagore Vanvalin Investment Group
Michigan
$10.2M +$1.26M +18,112 +14%
JCM
327
Jacobi Capital Management
Pennsylvania
$10.1M +$9.68M +139,724 +2,107%
FPWM
328
FSB Premier Wealth Management
Iowa
$10M -$181K -2,609 -2%
Pathstone Holdings
329
Pathstone Holdings
New Jersey
$10M -$973K -14,041 -9%
ABTD
330
Arvest Bank Trust Division
Oklahoma
$10M +$10.1M +145,286 New
TC
331
TownSquare Capital
Utah
$9.96M -$80.9K -1,167 -0.8%
HGA
332
Hobbs Group Advisors
South Carolina
$9.95M +$10M +144,269 New
PA
333
PFG Advisors
Arizona
$9.9M +$805K +11,608 +9%
CF
334
Collier Financial
Colorado
$9.88M +$9.93M +143,312 New
BW
335
Bison Wealth
Georgia
$9.85M +$43.7K +630 +0.4%
Geode Capital Management
336
Geode Capital Management
Massachusetts
$9.85M
AO
337
Advisor OS
Illinois
$9.82M -$8.93M -128,778 -47%
PWPS
338
Pinnacle Wealth Planning Services
Ohio
$9.8M -$199K -2,874 -2%
PW
339
Paladin Wealth
Minnesota
$9.8M +$2.67M +38,469 +37%
FWP
340
Firethorn Wealth Partners
Georgia
$9.78M -$636K -9,173 -6%
IWN
341
Independent Wealth Network
Iowa
$9.78M +$1.59M +23,006 +19%
TCWM
342
Total Clarity Wealth Management
Illinois
$9.72M +$9.53M +137,467 +3,945%
BWFA
343
Baltimore-Washington Financial Advisors
Maryland
$9.68M -$174K -2,504 -2%
AAS
344
Avantax Advisory Services
Texas
$9.58M +$1.05M +15,202 +12%
PFGIA
345
Patriot Financial Group Insurance Agency
Massachusetts
$9.56M +$45.7K +659 +0.5%
FWP
346
Forefront Wealth Partners
Texas
$9.53M +$9.58M +138,263 New
BOC
347
Bull Oak Capital
California
$9.45M -$831K -11,988 -8%
MWA
348
Merkkuri Wealth Advisors
New York
$9.45M +$2.92M +42,102 +44%
SPI
349
Sutton Place Investors
New York
$9.36M -$106K -1,528 -1%
SWTS
350
Stonehaven Wealth & Tax Solutions
Wisconsin
$9.29M +$9.34M +134,742 New