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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EFG
351
Elios Financial Group
Ohio
$6.99M +$6.73M +103,472 New
GAA
352
Guardian Asset Advisors
Pennsylvania
$6.93M +$1.25M +19,182 +23%
WAM
353
Worth Asset Management
Texas
$6.89M +$4.65M +71,488 +234%
RIM
354
Redwood Investment Management
Arizona
$6.88M -$902K -13,864 -12%
EWM
355
Evermay Wealth Management
Virginia
$6.71M +$2.12M +32,593 +49%
PVI
356
Pine Valley Investments
New Jersey
$6.7M +$174K +2,676 +3%
MCWS
357
McKinley Carter Wealth Services
West Virginia
$6.64M -$44.5K -684 -0.7%
BWM
358
BlackDiamond Wealth Management
New York
$6.58M -$106K -1,636 -2%
WP
359
WealthPLAN Partners
Nebraska
$6.56M -$805K -12,382 -11%
OCM
360
One Capital Management
California
$6.56M +$163K +2,501 +3%
CWA
361
Clarus Wealth Advisors
Arizona
$6.51M +$21.3K +327 +0.3%
CF
362
Centaurus Financial
California
$6.5M +$436K +6,712 +7%
WCM
363
Wealthcare Capital Management
Virginia
$6.5M +$1.57M +24,138 +33%
RFS
364
Richardson Financial Services
Massachusetts
$6.48M
MWA
365
Merkkuri Wealth Advisors
New York
$6.41M +$699K +10,752 +13%
TWM
366
Trinity Wealth Management
Pennsylvania
$6.36M +$168K +2,582 +3%
SOS
367
Silver Oak Securities
Tennessee
$6.3M +$2.13M +32,765 +52%
DJSG
368
D.J. St. Germain
Massachusetts
$6.3M -$121K -1,854 -2%
VAF
369
Values Added Financial
District of Columbia
$6.28M +$682K +10,490 +13%
BNP Paribas Financial Markets
370
BNP Paribas Financial Markets
France
$6.23M -$4.54M -69,779 -43%
AWA
371
Authentikos Wealth Advisory
California
$6.19M +$5.96M +91,657 New
MFT
372
Moisand Fitzgerald Tamayo
Florida
$6.17M -$988K -15,197 -14%
APC
373
Aspire Private Capital
North Carolina
$6.11M +$93.9K +1,444 +2%
SWM
374
Selective Wealth Management
Virginia
$6.01M +$1.98M +30,456 +52%
SFP
375
Shepherd Financial Partners
Massachusetts
$5.98M -$47K -723 -0.8%