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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GT
351
Greenleaf Trust
Michigan
$2.14M
MAM
352
MMA Asset Management
Pennsylvania
$2.13M +$2.02M +40,875 New
LIA
353
Luken Investment Analytics
Tennessee
$2.09M -$10.1M -204,810 -84%
AWA
354
Alaska Wealth Advisors
Alaska
$2.09M +$1.98M +40,037 New
WFAG
355
Worth Financial Advisory Group
North Carolina
$2.08M -$97.7K -1,980 -5%
CCM
356
Condor Capital Management
New Jersey
$2.07M -$61K -1,236 -3%
MWM
357
Meridian Wealth Management
Kentucky
$2.05M +$357K +7,231 +22%
WFC
358
Western Financial Corp
California
$2.03M -$86.2K -1,747 -4%
WCA
359
Westover Capital Advisors
Delaware
$2.01M +$45.4K +920 +2%
BBPWM
360
Blue Bell Private Wealth Management
Pennsylvania
$2.01M +$322K +6,529 +20%
ECA
361
Elevated Capital Advisors
Utah
$2M -$76.4K -1,548 -4%
BW
362
BIP Wealth
Georgia
$1.99M +$29.7K +602 +2%
Citadel Advisors
363
Citadel Advisors
Florida
$1.95M -$7.93M -160,652 -81%
AA
364
Alesco Advisors
New York
$1.92M +$494 +10 +0%
HSG
365
Helen Stephens Group
Texas
$1.9M -$2.52K -51 -0.1%
FC
366
Financial Consulate
Maryland
$1.88M -$233K -4,722 -12%
PTC
367
Private Trust Company
Ohio
$1.85M +$295K +5,971 +20%
FWI
368
Facet Wealth Inc
Maryland
$1.82M -$102K -2,060 -6%
CCM
369
Coldstream Capital Management
Washington
$1.82M +$105K +2,119 +6%
PWA
370
PCG Wealth Advisors
Kansas
$1.81M +$131K +2,649 +8%
JMPWA
371
JP Morgan Private Wealth Advisors
California
$1.76M -$301K -6,106 -15%
WT
372
Whittier Trust
California
$1.76M
KCPG
373
Kavar Capital Partners Group
Kansas
$1.76M +$582K +11,785 +54%
MWC
374
MBM Wealth Consultants
Missouri
$1.74M +$479K +9,709 +41%
SDWMA
375
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.74M -$7.45K -151 -0.5%