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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OC
351
Oarsman Capital
Wisconsin
$9.17M +$444K +6,422 +5%
AO
352
Advisor OS
Illinois
$9.13M -$250K -3,615 -3%
FPWM
353
FSB Premier Wealth Management
Iowa
$9.11M -$473K -6,840 -5%
BWFA
354
Baltimore-Washington Financial Advisors
Maryland
$9.11M -$130K -1,883 -1%
SWTS
355
Stonehaven Wealth & Tax Solutions
Wisconsin
$9.1M +$255K +3,683 +3%
HBS
356
Howard Bailey Securities
Indiana
$9.08M +$354K +5,117 +4%
PFGIA
357
Patriot Financial Group Insurance Agency
Massachusetts
$8.99M -$133K -1,924 -1%
Pathstone Holdings
358
Pathstone Holdings
New Jersey
$8.97M -$615K -8,893 -6%
WCP
359
Wealthcare Capital Partners
Pennsylvania
$8.92M +$583K +8,426 +7%
EWM
360
Evermay Wealth Management
Virginia
$8.89M +$1.15M +16,617 +14%
FWP
361
Firethorn Wealth Partners
Georgia
$8.88M -$479K -6,929 -5%
BWG
362
Beta Wealth Group
California
$8.82M -$1.84M -26,643 -17%
ECM
363
Evergreen Capital Management
Washington
$8.81M +$6.57M +95,000 +244%
CRFG
364
Columbia River Financial Group
Washington
$8.79M -$3.85M -55,716 -29%
WC
365
Westwind Capital
New Mexico
$8.77M +$1.18M +17,047 +15%
TPBG
366
Turning Point Benefit Group
Maryland
$8.75M -$1.43M -20,686 -12%
SP
367
Stonebrook Private
Michigan
$8.74M +$636K +9,202 +7%
DWA
368
Delta Wealth Advisors
Indiana
$8.6M +$334K +4,823 +4%
SSWM
369
Sheets Smith Wealth Management
North Carolina
$8.6M +$47K +679 +0.5%
HSWS
370
Higgins & Schmidt Wealth Strategies
Colorado
$8.54M +$7.28M +105,229 +427%
EPM
371
Elm Partners Management
Pennsylvania
$8.47M +$8.91M +128,766 New
BOC
372
Bull Oak Capital
California
$8.46M -$584K -8,442 -6%
SPI
373
Sutton Place Investors
New York
$8.44M -$515K -7,450 -5%
GSEP
374
Golden State Equity Partners
California
$8.43M -$1.4M -20,199 -14%
CA
375
Continuum Advisory
Idaho
$8.41M +$28.1K +407 +0.3%