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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWA
326
PCG Wealth Advisors
Kansas
$10.2M +$1.83M +26,435 +21%
Janney Montgomery Scott
327
Janney Montgomery Scott
Pennsylvania
$10.2M -$1.08M -15,659 -9%
AAS
328
Avantax Advisory Services
Texas
$10.1M +$1.01M +14,582 +10%
CA
329
Calton & Associates
Florida
$10.1M +$8.28M +119,660 +357%
TC
330
TownSquare Capital
Utah
$10M +$527K +7,618 +5%
MSA
331
Marathon Strategic Advisors
Pennsylvania
$9.98M -$116K -1,681 -1%
AF
332
Advisornet Financial
Minnesota
$9.96M +$1.8M +26,047 +21%
FF
333
Financial Futures
New Jersey
$9.95M -$877K -12,675 -8%
PPC
334
Park Place Capital
Alabama
$9.78M +$7.35M +106,225 +250%
JCM
335
Jacobi Capital Management
Pennsylvania
$9.78M +$161K +2,328 +2%
VVP
336
Venture Visionary Partners
Ohio
$9.76M +$5.92M +85,585 +136%
RFW
337
Rainier Family Wealth
Washington
$9.64M +$1.01M +14,611 +11%
TCWM
338
Total Clarity Wealth Management
Illinois
$9.64M -$78.2K -1,130 -0.8%
AWMG
339
Alliance Wealth Management Group
New Jersey
$9.63M -$180K -2,596 -2%
LWMM
340
Legacy Wealth Management (Mississippi)
Mississippi
$9.52M +$1.15M +16,609 +13%
AF
341
Apollon Financial
South Carolina
$9.5M -$656K -9,489 -6%
Fidelity Investments
342
Fidelity Investments
Massachusetts
$9.49M +$1.17M +16,927 +13%
IWN
343
Independent Wealth Network
Iowa
$9.46M +$142K +2,060 +1%
CAPTRUST Financial Advisors
344
CAPTRUST Financial Advisors
North Carolina
$9.39M +$2M +28,970 +25%
PWPS
345
Pinnacle Wealth Planning Services
Ohio
$9.36M +$16.4K +237 +0.2%
Geode Capital Management
346
Geode Capital Management
Massachusetts
$9.34M
ABTD
347
Arvest Bank Trust Division
Oklahoma
$9.28M -$287K -4,153 -3%
CAS
348
Coppell Advisory Solutions
Texas
$9.26M +$3.2M +46,274 +48%
AWA
349
Arete Wealth Advisors
Illinois
$9.23M +$4.09M +59,132 +73%
SW
350
Simplicity Wealth
New Jersey
$9.17M +$1.87M +27,095 +24%