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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
D
376
Dentgroup
Louisiana
$716K +$55.5K +1,151 +8%
RSWM
377
Robertson Stephens Wealth Management
California
$712K -$48.7K -1,011 -6%
JSA
378
Jacobson & Schmitt Advisors
Wisconsin
$707K +$18.5K +384 +2%
GIA
379
Gladstone Institutional Advisory
Florida
$707K +$135K +2,805 +21%
WI
380
Wintrust Investments
Illinois
$704K +$765K +15,875 New
TF
381
TLWM Financial
Texas
$687K -$207K -4,294 -22%
SWIG
382
Strategic Wealth Investment Group
Kentucky
$686K +$343K +7,119 +85%
NRI
383
NFP Retirement Inc
California
$685K +$172K +3,560 +30%
HWM
384
Hohimer Wealth Management
Washington
$677K +$13.2K +273 +2%
BCI
385
Brinker Capital Investments
Pennsylvania
$676K -$37.7K -783 -5%
FAP
386
Financial Advisory Partners
Florida
$671K +$72.9K +1,512 +11%
KFP
387
KMG Fiduciary Partners
Ohio
$664K +$722K +14,986 New
WIP
388
WealthCare Investment Partners
Rhode Island
$648K -$26.7K -555 -4%
BC
389
Brio Consultants
California
$646K -$24.3M -504,672 -97%
WWA
390
WC Walker & Associates
California
$636K +$25K +519 +4%
PNC Financial Services Group
391
PNC Financial Services Group
Pennsylvania
$635K +$356K +7,394 +107%
AMM
392
American Money Management
California
$628K +$71.3K +1,480 +12%
UCFA
393
United Capital Financial Advisors
Texas
$627K
CWM
394
Collaborative Wealth Management
Florida
$626K +$680K +14,114 New
OIM
395
Opus Investment Management
Massachusetts
$623K
USCWA
396
U.S. Capital Wealth Advisors
Texas
$607K +$417K +8,647 +172%
MOS
397
MGO One Seven
Ohio
$604K +$626 +13 +0.1%
NGA
398
Naples Global Advisors
Florida
$602K +$19.3K +400 +3%
FFA
399
Fragasso Financial Advisors
Pennsylvania
$597K +$649K +13,464 New
C
400
Certuity
Florida
$580K