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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ADL
376
Asset Dedication LLC
California
$725K -$594 -11 -0.1%
CWS
377
Confluence Wealth Services
Pennsylvania
$723K +$700K +12,954 New
NGA
378
Naples Global Advisors
Florida
$716K
NRI
379
NFP Retirement Inc
California
$703K -$40.9K -757 -6%
UCFA
380
United Capital Financial Advisors
Texas
$700K +$3.94K +73 +0.6%
JWCA
381
J.W. Cole Advisors
Florida
$688K +$666K +12,330 New
DI
382
Diligent Investors
California
$687K
CA
383
Clearstead Advisors
Ohio
$686K
BCP
384
Berkeley Capital Partners
Georgia
$676K +$74.1K +1,373 +13%
MA
385
MKT Advisors
California
$670K +$710K +13,147 New
AMM
386
American Money Management
California
$669K +$25.2K +467 +4%
DHGWA
387
Dixon Hughes Goodman Wealth Advisors
North Carolina
$657K +$636K +11,776 New
WAOI
388
Wealth Advisors of Iowa
Iowa
$646K +$624K +11,565 New
AWA
389
Arkadios Wealth Advisors
Georgia
$639K +$618K +11,453 New
APC
390
Aspire Private Capital
North Carolina
$623K -$4.21K -78 -0.7%
AUB
391
Atlantic Union Bankshares
Virginia
$604K +$80.8K +1,497 +16%
D
392
Dentgroup
Louisiana
$591K +$572K +10,588 New
ETIA
393
Epic Trust Investment Advisors
Washington
$588K +$568K +10,525 New
HWM
394
Hohimer Wealth Management
Washington
$577K +$558K +10,338 New
RWM
395
Ritholtz Wealth Management
New York
$572K +$20.1K +373 +4%
VCM
396
Virtue Capital Management
Tennessee
$570K +$551K +10,203 New
SPC
397
Sigma Planning Corp
Michigan
$550K +$60.7K +1,124 +13%
WSTAM
398
Wilbanks Smith & Thomas Asset Management
Virginia
$549K +$7.99K +148 +2%
CAPTRUST Financial Advisors
399
CAPTRUST Financial Advisors
North Carolina
$542K +$362K +6,700 +222%
PFA
400
Peak Financial Advisors
Colorado
$536K +$240K +4,443 +86%