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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFG
376
Capital Financial Group
Colorado
$18.8M -$762K -8,931 -4%
PPC
377
Park Place Capital
Alabama
$18.6M +$1.05M +12,280 +6%
FFWA
378
Forthright Family Wealth Advisory
Texas
$18.5M -$42.5M -498,566 -70%
LRWM
379
Lord & Richards Wealth Management
Colorado
$18.4M +$701K +8,222 +4%
TPW
380
TOP Private Wealth
Connecticut
$18.4M +$17.8M +209,007 New
MWM
381
Moulton Wealth Management
Washington
$18.3M +$9.93M +116,449 +127%
MA
382
Mutual Advisors
Nebraska
$18M +$2.09M +24,493 +14%
NC
383
NovaPoint Capital
Georgia
$17.9M +$364K +4,261 +2%
CAG
384
Curtis Advisory Group
California
$17.9M -$2.23M -26,170 -11%
CF
385
Convergence Financial
Missouri
$17.7M +$4.22M +49,467 +32%
HNH
386
Hopwood Nicholas Hunter
$17.6M +$7.93M +92,997 +87%
CFG
387
Citizens Financial Group
Rhode Island
$17.4M +$1.7M +19,968 +11%
O3W
388
Omni 360 Wealth
New Jersey
$17.4M +$1.84M +21,549 +12%
MFS
389
Mattson Financial Services
Michigan
$17.4M +$1.09M +12,788 +7%
T
390
Tidemark
California
$17.3M +$1.79M +20,966 +12%
CCWP
391
Cedar Cove Wealth Partners
Minnesota
$17.3M +$16.8M +196,397 New
IWN
392
Independent Wealth Network
Iowa
$17.3M -$260K -3,044 -2%
P
393
&Partners
Tennessee
$17.2M +$1.55M +18,201 +10%
Rockefeller Capital Management
394
Rockefeller Capital Management
New York
$17.1M +$1.56M +18,342 +10%
SWM
395
SK Wealth Management
Rhode Island
$17M +$7.65M +89,717 +93%
TIM
396
Tortoise Investment Management
New York
$16.7M -$445K -5,220 -3%
SW
397
SkyOak Wealth
Michigan
$16.7M -$136K -1,590 -0.8%
William Blair & Company
398
William Blair & Company
Illinois
$16.6M +$562K +6,591 +4%
FF
399
Fortitude Financial
Washington
$16.5M -$2.02M -23,619 -11%
TW
400
Trajan Wealth
Arizona
$16.4M +$10.9M +127,607 +214%