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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CPIG
326
Chicago Partners Investment Group
Illinois
$17.6M +$803K +10,037 +5%
CAG
327
Curtis Advisory Group
California
$17.6M +$476K +5,950 +3%
PFGIA
328
Patriot Financial Group Insurance Agency
Massachusetts
$17.5M +$10.3M +129,283 +131%
Fidelity Investments
329
Fidelity Investments
Massachusetts
$17.4M +$896K +11,205 +5%
SRSA
330
S.R. Schill & Associates
Washington
$17.2M +$654K +8,174 +4%
LSL
331
Legacy Solutions LLC
Pennsylvania
$17.2M +$95.3K +1,191 +0.5%
CAPTRUST Financial Advisors
332
CAPTRUST Financial Advisors
North Carolina
$17.1M +$2.08M +26,019 +13%
CFG
333
Capital Financial Group
Colorado
$17M -$657K -8,220 -4%
APA
334
Astoria Portfolio Advisors
New York
$17M +$3.97M +49,692 +33%
MWA
335
Merkkuri Wealth Advisors
New York
$17M +$1.26M +15,805 +8%
AA
336
Advisory Alpha
Michigan
$16.9M +$163K +2,043 +0.9%
SWM
337
Selective Wealth Management
Virginia
$16.9M +$77.5K +969 +0.5%
BFG
338
Buttonwood Financial Group
Missouri
$16.8M -$22.2M -277,852 -56%
VBFP
339
Valtinson Bruner Financial Planning
Minnesota
$16.8M +$83.4K +1,043 +0.5%
LCC
340
Lincoln Capital Corp
Rhode Island
$16.7M +$3.38M +42,288 +24%
RC
341
RBF Capital
California
$16.4M
AI
342
Atria Investments
North Carolina
$16.4M +$1.27M +15,855 +8%
AL
343
ARWA LLC
Texas
$16.4M -$934K -11,682 -5%
FFN
344
Focus Financial Network
Minnesota
$16.3M -$2.84M -35,470 -14%
BEI
345
Benjamin Edwards Inc
Missouri
$16.3M +$1.31M +16,367 +8%
FF
346
Fortitude Financial
Washington
$16.2M -$932K -11,652 -5%
FPAS
347
Focus Partners Advisor Solutions
Missouri
$16.2M -$2.26M -28,219 -12%
SFS
348
Sowell Financial Services
Arkansas
$16M +$1.93M +24,073 +13%
BFA
349
Brown Financial Advisors
Ohio
$15.9M +$279K +3,488 +2%
EPM
350
Elm Partners Management
Pennsylvania
$15.7M +$13.5M +168,336 +392%