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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CA
351
CSM Advisors
Pennsylvania
$14.8M +$1.23M +15,406 +9%
KBFS
352
Kohmann Bosshard Financial Services
Ohio
$14.8M -$192K -2,420 -1%
SFS
353
Sowell Financial Services
Arkansas
$14.8M +$473K +5,953 +3%
UAS
354
United Asset Strategies
New York
$14.6M +$143K +1,793 +1%
MCC
355
Money Concepts Capital
Florida
$14.6M +$749K +9,412 +5%
HWM
356
Hobbs Wealth Management
Indiana
$14.5M +$117K +1,466 +0.8%
AF
357
Abound Financial
California
$14.5M -$1.28M -16,126 -8%
KFSN
358
Keystone Financial Services (Nebraska)
Nebraska
$14.4M +$122K +1,540 +0.9%
National Bank of Canada
359
National Bank of Canada
Quebec, Canada
$14.4M -$2.52M -31,728 -15%
SSWM
360
Sheets Smith Wealth Management
North Carolina
$14.3M -$193K -2,427 -1%
CAG
361
Crestwood Advisors Group
Massachusetts
$14.3M +$12.2M +153,069 +603%
VA
362
Valmark Advisers
Ohio
$14.1M -$111K -1,395 -0.8%
LCC
363
Lincoln Capital Corp
Rhode Island
$14.1M +$1.84M +23,131 +15%
T
364
Tidemark
California
$14M -$4.41M -55,413 -24%
FIA
365
Foundations Investment Advisors
Arizona
$14M -$1.7M -21,386 -11%
ASN
366
Advisory Services Network
Georgia
$14M +$275K +3,460 +2%
WC
367
Westwind Capital
New Mexico
$14M +$2.02M +25,456 +17%
PWA
368
PCG Wealth Advisors
Kansas
$14M +$318K +3,993 +2%
LWMM
369
Legacy Wealth Management (Mississippi)
Mississippi
$13.9M +$2.87M +36,067 +26%
William Blair & Company
370
William Blair & Company
Illinois
$13.9M +$4.08M +51,290 +42%
O3W
371
Omni 360 Wealth
New Jersey
$13.9M -$266K -3,350 -2%
VA
372
VestGen Advisors
Illinois
$13.7M -$31.3M -392,990 -70%
RFW
373
Rainier Family Wealth
Washington
$13.7M +$1.2M +15,150 +10%
WCM
374
WealthTrak Capital Management
Virginia
$13.6M -$74K -931 -0.5%
FI
375
Fosun International
China
$13.6M +$13.5M +169,500 New