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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Betterment LLC
351
Betterment LLC
New York
$914K +$718K +14,905 +261%
NFP
352
Narus Financial Partners
Utah
$907K -$252K -5,235 -20%
TPA
353
Trivium Point Advisory
Connecticut
$906K -$158K -3,273 -14%
NFG
354
Nations Financial Group
Iowa
$894K -$1.09M -22,657 -53%
CPIG
355
Chicago Partners Investment Group
Illinois
$894K +$175K +3,638 +25%
MWC
356
MBM Wealth Consultants
Missouri
$887K +$964K +20,003 New
TVAMP
357
Tennessee Valley Asset Management Partners
Tennessee
$877K +$419K +8,692 +78%
IA
358
Insight Advisors
Pennsylvania
$872K -$53.1K -1,101 -6%
SWMG
359
Sanchez Wealth Management Group
Florida
$855K +$9.54K +198 +1%
LWMNY
360
Landmark Wealth Management (New York)
New York
$853K -$51.4K -1,067 -5%
WP
361
WealthSource Partners
California
$851K +$16.4K +341 +2%
FWM
362
Fingerlakes Wealth Management
New York
$842K +$14.6K +303 +2%
CB
363
Community Bank
New York
$832K -$16.1K -335 -2%
SA
364
Stewardship Advisors
Pennsylvania
$825K +$3.85K +80 +0.4%
SFG
365
Sovereign Financial Group
Connecticut
$815K +$48 +1 +0%
B
366
Bensler
Washington
$804K +$523K +10,856 +149%
SFM
367
Signet Financial Management
New Jersey
$787K -$964 -20 -0.1%
DADC
368
D.A. Davidson & Co
Montana
$770K -$1.11K -23 -0.1%
RCM
369
Raleigh Capital Management
North Carolina
$761K -$57.6K -1,196 -7%
CA
370
Corrado Advisors
New Jersey
$757K -$35.7K -740 -4%
ASN
371
Advisory Services Network
Georgia
$740K -$254K -5,275 -24%
TA
372
TrueWealth Advisors
Alabama
$739K +$803K +16,657 New
CWMGP
373
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$728K +$28.7K +595 +4%
AAS
374
Ameritas Advisory Services
Nebraska
$722K +$31.4K +651 +4%
MA
375
MKT Advisors
California
$721K -$277K -5,748 -26%