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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VVP
351
Venture Visionary Partners
Ohio
$1.57M +$1.58M +34,859 New
SDWMA
352
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.56M
AAS
353
Avantax Advisory Services
Texas
$1.55M +$400K +8,840 +35%
WT
354
Whittier Trust
California
$1.52M
JFA
355
JNBA Financial Advisors
Minnesota
$1.51M -$83.6K -1,850 -5%
ERIM
356
Eagle Ridge Investment Management
Connecticut
$1.48M +$1.49M +32,875 New
PWA
357
PCG Wealth Advisors
Kansas
$1.46M -$896K -19,815 -38%
VIP
358
Vantage Investment Partners
Missouri
$1.45M
OPOWM
359
One Plus One Wealth Management
Florida
$1.44M +$1.16M +25,768 +415%
BCFS
360
Butensky & Cohen Financial Security
Florida
$1.43M +$54.6K +1,207 +4%
SSW
361
Stone Summit Wealth
Florida
$1.4M +$37.3K +826 +3%
FIA
362
Foundations Investment Advisors
Arizona
$1.39M +$1.4M +30,951 New
RMAM
363
Raab & Moskowitz Asset Management
New Jersey
$1.38M -$1.08K -24 -0.1%
MA
364
MKT Advisors
California
$1.38M +$261K +5,779 +24%
Susquehanna International Group
365
Susquehanna International Group
Pennsylvania
$1.37M -$1.27M -28,180 -48%
CMBA
366
C.M. Bidwell & Associates
Hawaii
$1.36M
RB
367
Renasant Bank
Mississippi
$1.35M +$1.36M +30,090 New
MPCL
368
My Personal CFO LLC
Washington
$1.35M
MWM
369
Meridian Wealth Management
Kentucky
$1.35M +$58K +1,284 +4%
SF
370
Safeguard Financial
Wisconsin
$1.34M +$13.7K +303 +1%
HJMC
371
Hellman Jordan Management Company
Massachusetts
$1.33M -$4.77M -105,568 -78%
VIM
372
Vista Investment Management
Pennsylvania
$1.32M +$452 +10 +0%
Bank of Montreal
373
Bank of Montreal
Ontario, Canada
$1.31M +$41.5K +918 +3%
CAAS
374
Capital Asset Advisory Services
Michigan
$1.3M +$1.31M +28,875 New
BFG
375
Beacon Financial Group
Texas
$1.29M -$1.76K -39 -0.1%