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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWA
326
Merkkuri Wealth Advisors
New York
$16.5M -$1.06M -13,381 -6%
BFA
327
Brown Financial Advisors
Ohio
$16.4M +$266K +3,349 +2%
SWM
328
Selective Wealth Management
Virginia
$16.3M +$1.14M +14,311 +8%
CPIG
329
Chicago Partners Investment Group
Illinois
$16.2M +$724K +9,109 +5%
NIA
330
NBZ Investment Advisors
Tennessee
$16.2M -$13.9M -175,094 -46%
RW
331
Ridgeline Wealth
Arizona
$16.2M -$154K -1,936 -1%
CFG
332
Citizens Financial Group
Rhode Island
$16.1M +$2.18M +27,362 +16%
KWM
333
Kingsview Wealth Management
Oregon
$16M +$6.2M +77,929 +64%
MFS
334
Mattson Financial Services
Michigan
$16M +$1.32M +16,560 +9%
AI
335
Atria Investments
North Carolina
$15.9M +$1.19M +14,902 +8%
NC
336
NovaPoint Capital
Georgia
$15.9M +$448K +5,628 +3%
Renaissance Technologies
337
Renaissance Technologies
New York
$15.9M +$15.8M +198,100 New
CAPTRUST Financial Advisors
338
CAPTRUST Financial Advisors
North Carolina
$15.9M +$1.21M +15,166 +8%
BEI
339
Benjamin Edwards Inc
Missouri
$15.8M +$225K +2,825 +1%
CWG
340
Cornerstone Wealth Group
North Carolina
$15.6M +$2.6M +32,727 +20%
WC
341
Waterloo Capital
Texas
$15.6M +$2.18M +27,470 +16%
MA
342
Mutual Advisors
Nebraska
$15.6M -$1.46M -18,302 -9%
LRWM
343
Lord & Richards Wealth Management
Colorado
$15.5M +$5.22M +65,590 +51%
RA
344
Rational Advisors
New York
$15.5M -$1.56M -19,674 -9%
AWA
345
Arkadios Wealth Advisors
Georgia
$15.4M +$12.3M +154,997 +422%
SW
346
SkyOak Wealth
Michigan
$15.2M -$389K -4,889 -3%
HGA
347
Hobbs Group Advisors
South Carolina
$15.1M +$1.99M +25,020 +15%
QPWM
348
Quadrant Private Wealth Management
Pennsylvania
$15.1M +$1.57M +19,773 +12%
MWM
349
Meridian Wealth Management
Kentucky
$15M +$6.08M +76,434 +69%
FFA
350
Fragasso Financial Advisors
Pennsylvania
$14.9M +$1.33M +16,767 +10%