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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KFSN
326
Keystone Financial Services (Nebraska)
Nebraska
$12.7M +$372K +5,530 +3%
SFS
327
Sowell Financial Services
Arkansas
$12.7M -$803K -11,940 -6%
FAIM
328
Financial Advocates Investment Management
Washington
$12.7M +$11.7M +174,230 New
NL
329
NWAM LLC
Washington
$12.6M +$9.05M +134,652 +378%
VVP
330
Venture Visionary Partners
Ohio
$12.5M +$1.57M +23,414 +16%
GG
331
GenWealth Group
New Jersey
$12.5M +$197K +2,934 +2%
CF
332
Convergence Financial
Missouri
$12.4M +$549K +8,158 +5%
CAS
333
Coppell Advisory Solutions
Texas
$12.4M +$1.99M +29,640 +21%
O3W
334
Omni 360 Wealth
New Jersey
$12.4M -$375K -5,582 -3%
AO
335
Advisor OS
Illinois
$12.2M +$1.95M +29,035 +21%
AR
336
Apeiron RIA
Texas
$12.2M -$4.64M -68,970 -29%
TCWM
337
Total Clarity Wealth Management
Illinois
$12.1M +$1.83M +27,183 +19%
FFA
338
Fragasso Financial Advisors
Pennsylvania
$12.1M +$272K +4,048 +2%
QPWM
339
Quadrant Private Wealth Management
Pennsylvania
$12M -$851K -12,648 -7%
CWMS
340
Cannon Wealth Management Services
North Carolina
$11.9M +$138K +2,047 +1%
WCM
341
WealthTrak Capital Management
Virginia
$11.7M -$4.52M -67,275 -29%
SF
342
Slagle Financial
Illinois
$11.7M +$7.9M +117,512 +274%
Fidelity Investments
343
Fidelity Investments
Massachusetts
$11.6M +$1.04M +15,484 +11%
FF
344
Financial Futures
New Jersey
$11.6M +$534K +7,947 +5%
BAM
345
Belpointe Asset Management
Nevada
$11.6M +$2.65M +39,346 +33%
MFS
346
McNamara Financial Services
Massachusetts
$11.2M -$96.2K -1,430 -0.9%
MSA
347
Marathon Strategic Advisors
Pennsylvania
$11.2M +$175K +2,599 +2%
HCM
348
Hollencrest Capital Management
California
$11.2M -$154K -2,286 -1%
RFW
349
Rainier Family Wealth
Washington
$11M +$313K +4,656 +3%
CFG
350
Citizens Financial Group
Rhode Island
$11M +$5.88M +87,477 +138%