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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWM
376
Perigon Wealth Management
California
$323K -$4.88K -94 -1%
MWPCG
377
Measured Wealth Private Client Group
New Hampshire
$322K -$2.02K -39 -0.6%
CWM
378
Campbell Wealth Management
Virginia
$322K
IFWM
379
Institute for Wealth Management
Colorado
$317K -$2.96K -57 -0.9%
MP
380
McDonald Partners
Ohio
$315K -$315K -6,079 -49%
PPWM
381
PFG Private Wealth Management
Florida
$294K -$13.9K -268 -4%
RIM
382
Rockbridge Investment Management
New York
$293K
PPA
383
Parametric Portfolio Associates
Washington
$286K -$27.1K -523 -8%
TFA
384
TPG Financial Advisors
Oregon
$281K
RWA
385
Redhawk Wealth Advisors
Minnesota
$280K -$6.22K -120 -2%
I
386
INVST
Indiana
$279K +$10.4K +201 +4%
JWA
387
JFS Wealth Advisors
Pennsylvania
$277K
MIM
388
Macroview Investment Management
Maryland
$277K +$52 +1 +0%
SPIA
389
Steward Partners Investment Advisory
New York
$273K +$52 +1 +0%
NG
390
Northstar Group
New York
$272K +$280K +5,400 New
NL
391
NWAM LLC
Washington
$270K -$1.74M -33,617 -86%
LWM
392
Liberty Wealth Management
California
$265K +$778 +15 +0.3%
SWM
393
Spire Wealth Management
Virginia
$262K +$156 +3 +0.1%
PFA
394
Peak Financial Advisors
Colorado
$261K +$268K +5,164 New
JCM
395
Jacobi Capital Management
Pennsylvania
$259K +$674 +13 +0.3%
CWS
396
Cypress Wealth Services
California
$259K +$8.56K +165 +3%
Wolverine Trading
397
Wolverine Trading
Illinois
$257K +$261K +5,036 New
FDS
398
Freedom Day Solutions
Texas
$254K -$14.8K -285 -5%
NS
399
Newman & Schimel
Illinois
$251K +$258K +4,966 New
ATC
400
Argent Trust Co
Tennessee
$250K +$257K +4,949 New