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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
351
CAPTRUST Financial Advisors
North Carolina
$5.89M +$894K +14,526 +19%
TWM
352
Trinity Wealth Management
Pennsylvania
$5.87M -$141K -2,285 -2%
MIS
353
Morningstar Investment Services
Illinois
$5.8M +$1.79M +29,076 +48%
GWANC
354
Guardian Wealth Advisors (North Carolina)
North Carolina
$5.75M -$41.7K -678 -0.7%
CF
355
Centaurus Financial
California
$5.73M +$12.2K +198 +0.2%
SFP
356
Shepherd Financial Partners
Massachusetts
$5.72M -$3.82K -62 -0.1%
MCC
357
Money Concepts Capital
Florida
$5.71M +$2.34M +37,928 +74%
APC
358
Aspire Private Capital
North Carolina
$5.7M +$345K +5,602 +7%
SWM
359
StoneCrest Wealth Management
Arizona
$5.64M +$14.4K +234 +0.3%
MSAM
360
Moloney Securities Asset Management
Missouri
$5.64M +$66.2K +1,076 +1%
MWM
361
Modera Wealth Management
New Jersey
$5.63M -$50.4K -818 -0.9%
Cerity Partners
362
Cerity Partners
New York
$5.62M +$49.9K +810 +0.9%
D
363
Dentgroup
Louisiana
$5.61M -$3.43M -55,753 -39%
LCC
364
Lincoln Capital Corp
Rhode Island
$5.56M +$5.35M +86,889 New
SGI
365
Summit Global Investments
Utah
$5.52M +$11K +179 +0.2%
SPWG
366
Syntegra Private Wealth Group
Missouri
$5.5M -$229K -3,712 -4%
MWA
367
Merkkuri Wealth Advisors
New York
$5.39M +$5.18M +84,170 New
GAA
368
Guardian Asset Advisors
Pennsylvania
$5.34M +$1.28M +20,860 +33%
VAF
369
Values Added Financial
District of Columbia
$5.28M +$945K +15,346 +23%
Northern Trust
370
Northern Trust
Illinois
$5.25M +$72.7K +1,181 +1%
MWAM
371
Manhattan West Asset Management
California
$5.24M +$5.04M +81,939 New
TI
372
Tidal Investments
Wisconsin
$5.23M -$430K -6,986 -8%
SFC
373
Strategic Financial Concepts
Texas
$5.16M +$64.8M +1,052,416 +1,359%
WCP
374
Welch Capital Partners
New York
$5.13M +$4.02M +65,359 +442%
ECA
375
Elevated Capital Advisors
Utah
$5.12M +$3.53M +57,358 +254%