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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FDS
376
Freedom Day Solutions
Texas
$268K +$261K +5,327 New
LWM
377
Liberty Wealth Management
California
$263K +$191K +3,897 +291%
SWM
378
Spire Wealth Management
Virginia
$261K -$104K -2,127 -29%
SS
379
Simplicity Solutions
Minnesota
$260K +$254K +5,169 New
JCM
380
Jacobi Capital Management
Pennsylvania
$258K +$51.8K +1,056 +26%
DAS
381
Dynamic Advisor Solutions
Arizona
$257K
NAM
382
NorthCoast Asset Management
Connecticut
$257K +$14K +286 +6%
CWS
383
Cypress Wealth Services
California
$250K -$687 -14 -0.3%
RCAG
384
Rehmann Capital Advisory Group
Michigan
$248K
SGK
385
Steigerwald Gordon & Koch
Virginia
$242K
PNC Financial Services Group
386
PNC Financial Services Group
Pennsylvania
$239K
TCMP
387
Thrive Capital Management (Pennsylvania)
Pennsylvania
$237K -$99.5K -2,028 -30%
MWM
388
MBE Wealth Management
Wisconsin
$236K +$230K +4,685 New
CG
389
Colony Group
Massachusetts
$228K
HIP
390
HUB Investment Partners
Texas
$222K -$148K -3,015 -41%
DWM
391
Darwin Wealth Management
Florida
$222K -$64K -1,305 -23%
B
392
Bridgeworth
Alabama
$222K +$3.48K +71 +2%
US Bancorp
393
US Bancorp
Minnesota
$220K +$39.7K +809 +23%
WP
394
WealthShield Partners
North Carolina
$204K +$344 +7 +0.2%
KCM
395
Karp Capital Management
California
$203K +$198K +4,036 New
BWM
396
Baystate Wealth Management
Massachusetts
$202K +$74.2K +1,511 +61%
CPWA
397
Cerro Pacific Wealth Advisors
California
$200K +$195K +3,979 New
EVM
398
Eaton Vance Management
Massachusetts
$176K +$91.1K +1,857 +113%
SL
399
Savior LLC
Massachusetts
$171K -$24.9K -507 -13%
TLFA
400
True Link Financial Advisors
California
$164K