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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TRCT
351
Tower Research Capital (TRC)
New York
$2.48M +$2.59M +49,441 New
RSWM
352
Robertson Stephens Wealth Management
California
$2.47M +$1.82M +34,800 +243%
AC
353
Apella Capital
Connecticut
$2.45M +$14.3K +273 +0.6%
PFS
354
Prospera Financial Services
Texas
$2.42M +$1.02M +19,494 +68%
MF
355
Meridian Financial
Massachusetts
$2.4M +$113K +2,165 +5%
BBPWM
356
Blue Bell Private Wealth Management
Pennsylvania
$2.39M +$469K +8,968 +23%
LA
357
Lifeworks Advisors
Michigan
$2.38M +$1.66M +31,738 +204%
PSCM
358
Per Stirling Capital Management
Texas
$2.37M +$140K +2,680 +6%
MAM
359
MMA Asset Management
Pennsylvania
$2.33M +$287K +5,481 +13%
Betterment LLC
360
Betterment LLC
New York
$2.27M +$999K +19,098 +73%
AIS
361
American Investment Services
Massachusetts
$2.26M -$55.4K -1,059 -2%
AAS
362
Annex Advisory Services
Wisconsin
$2.23M -$373K -7,128 -14%
TSS
363
Two Sigma Securities
New York
$2.23M -$302K -5,776 -12%
WFC
364
Western Financial Corp
California
$2.2M +$251K +4,798 +12%
IFPG
365
Intrepid Financial Planning Group
Indiana
$2.15M -$4.24K -81 -0.2%
Bank of New York Mellon
366
Bank of New York Mellon
New York
$2.14M -$94.7K -1,811 -4%
CFG
367
Cooper Financial Group
California
$2.14M -$246K -4,695 -10%
MWM
368
Meridian Wealth Management
Kentucky
$2.11M +$131K +2,513 +6%
Fidelity Investments
369
Fidelity Investments
Massachusetts
$2.08M +$708K +13,538 +48%
RWA
370
Rooted Wealth Advisors
Illinois
$2.08M -$400K -7,647 -16%
GT
371
Greenleaf Trust
Michigan
$2.06M
MA
372
MONECO Advisors
Connecticut
$2.05M -$3.08M -58,974 -59%
SOS
373
Silver Oak Securities
Tennessee
$2.05M -$2.91M -55,623 -58%
Bank of Montreal
374
Bank of Montreal
Ontario, Canada
$1.99M +$280K +5,347 +16%
AWM
375
Axxcess Wealth Management
California
$1.98M +$1.44M +27,592 +234%