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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FMI
351
F/M Investments
District of Columbia
$291K -$73.6K -1,622 -21%
PPA
352
Parametric Portfolio Associates
Washington
$289K +$13.8K +304 +5%
TFA
353
TPG Financial Advisors
Oregon
$282K +$275K +6,055 New
SPIA
354
Steward Partners Investment Advisory
New York
$278K +$41.6K +918 +18%
RIM
355
Rockbridge Investment Management
New York
$274K -$64.2K -1,415 -19%
PPWM
356
PFG Private Wealth Management
Florida
$274K +$266K +5,868 New
CCG
357
Capital CS Group
California
$271K +$264K +5,823 New
DWM
358
Darwin Wealth Management
Florida
$266K -$124K -2,731 -32%
LCM
359
LVM Capital Management
Michigan
$263K -$90.7K -2,000 -26%
MIM
360
Macroview Investment Management
Maryland
$256K
JWA
361
JFS Wealth Advisors
Pennsylvania
$255K +$317 +7 +0.1%
LNC
362
Lincoln National Corp
Pennsylvania
$255K +$249K +5,480 New
AAS
363
Avantax Advisory Services
Texas
$253K +$246K +5,435 New
TCWM
364
Total Clarity Wealth Management
Illinois
$252K -$36.3K -800 -13%
DAS
365
Dynamic Advisor Solutions
Arizona
$238K +$232K +5,114 New
I2I
366
Insight 2811 Inc
Illinois
$237K -$29.9K -660 -11%
LW
367
Linscomb Wealth
Texas
$236K +$45 +1 +0%
TAM
368
Tucker Asset Management
Colorado
$234K -$78.3K -1,726 -26%
CWS
369
Cypress Wealth Services
California
$232K +$226K +4,978 New
Citadel Advisors
370
Citadel Advisors
Florida
$232K +$226K +4,984 New
RCA
371
Ranch Capital Advisors
Florida
$230K +$8.03K +177 +4%
RCAG
372
Rehmann Capital Advisory Group
Michigan
$230K +$272 +6 +0.1%
RWA
373
Redhawk Wealth Advisors
Minnesota
$226K -$1.81K -40 -0.8%
NAM
374
NorthCoast Asset Management
Connecticut
$225K +$1.68K +37 +0.8%
SGK
375
Steigerwald Gordon & Koch
Virginia
$224K