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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FRA
351
FFG Retirement Advisors
Colorado
$10.9M -$1.24M -18,433 -11%
PWPS
352
Pinnacle Wealth Planning Services
Ohio
$10.9M +$468K +6,965 +5%
Janney Montgomery Scott
353
Janney Montgomery Scott
Pennsylvania
$10.8M -$404K -6,006 -4%
PWA
354
PCG Wealth Advisors
Kansas
$10.8M -$430K -6,396 -4%
AWMG
355
Alliance Wealth Management Group
New Jersey
$10.7M +$56.8K +844 +0.6%
WIM
356
WealthPlan Investment Management
Nebraska
$10.6M +$9.81M +145,934 New
OC
357
Oarsman Capital
Wisconsin
$10.6M +$428K +6,370 +5%
IWN
358
Independent Wealth Network
Iowa
$10.5M +$67K +996 +0.7%
PPC
359
Park Place Capital
Alabama
$10.5M -$307K -4,563 -3%
LWMM
360
Legacy Wealth Management (Mississippi)
Mississippi
$10.5M -$62.1K -923 -0.6%
WCP
361
Wealthcare Capital Partners
Pennsylvania
$10.4M +$527K +7,835 +6%
MFS
362
Mattson Financial Services
Michigan
$10.4M +$1.29M +19,176 +15%
LI
363
LifeWealth Investments
Florida
$10.3M +$1.26M +18,774 +15%
Geode Capital Management
364
Geode Capital Management
Massachusetts
$10.3M
PIA
365
Perennial Investment Advisors
California
$10.3M +$1.32M +19,673 +16%
WC
366
Westwind Capital
New Mexico
$10.3M +$565K +8,405 +6%
Pathstone Holdings
367
Pathstone Holdings
New Jersey
$10.3M +$353K +5,254 +4%
SWTS
368
Stonehaven Wealth & Tax Solutions
Wisconsin
$10.3M +$186K +2,765 +2%
SWM
369
Selective Wealth Management
Virginia
$10.2M +$1.67M +24,836 +22%
ABTD
370
Arvest Bank Trust Division
Oklahoma
$10.2M -$59.5K -885 -0.6%
MCM
371
M1 Capital Management
Michigan
$10.1M -$7.84M -116,599 -46%
HBS
372
Howard Bailey Securities
Indiana
$10.1M +$29.4K +437 +0.3%
SP
373
Stonebrook Private
Michigan
$10M +$353K +5,251 +4%
FPWM
374
FSB Premier Wealth Management
Iowa
$10M -$25.4K -377 -0.3%
BWFA
375
Baltimore-Washington Financial Advisors
Maryland
$9.95M -$108K -1,604 -1%