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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FIA
376
Foundations Investment Advisors
Arizona
$1.3M -$189K -4,034 -13%
TCFP
377
Treasure Coast Financial Planning
Florida
$1.29M -$54.7K -1,165 -4%
SEA
378
Stegent Equity Advisors
Texas
$1.29M
CCM
379
Crew Capital Management
Ohio
$1.28M -$56.5K -1,204 -4%
JFG
380
Jefferies Financial Group
New York
$1.2M
CWM
381
Compass Wealth Management
Connecticut
$1.18M +$153K +3,264 +15%
FAP
382
Financial Advisory Partners
Florida
$1.18M +$118K +2,517 +11%
TC
383
Trilogy Capital
California
$1.17M -$87.8M -1,872,246 -99%
LCWP
384
Legacy Capital Wealth Partners
Arkansas
$1.16M +$1.13M +24,027 New
TAM
385
TCP Asset Management
Ohio
$1.15M -$162K -3,450 -13%
CA
386
CGN Advisors
Kansas
$1.14M -$5.25K -112 -0.5%
Koshinski Asset Management
387
Koshinski Asset Management
Illinois
$1.13M +$37.6K +802 +4%
RWM
388
Ritholtz Wealth Management
New York
$1.12M +$416K +8,867 +62%
USCWA
389
U.S. Capital Wealth Advisors
Texas
$1.12M +$38.5K +821 +4%
AFG
390
Atomi Financial Group
New York
$1.08M +$1.05M +22,483 New
SWM
391
Spire Wealth Management
Virginia
$1.07M +$830K +17,694 +383%
TA
392
TrueWealth Advisors
Alabama
$1.07M -$44.7K -952 -4%
NFP
393
Narus Financial Partners
Utah
$1.06M +$96.1K +2,048 +10%
ASN
394
Advisory Services Network
Georgia
$1.06M +$307K +6,536 +42%
PFA
395
Professional Financial Advisors
Nebraska
$1.06M -$409K -8,727 -30%
KCPG
396
Kavar Capital Partners Group
Kansas
$1.05M -$66.4K -1,415 -6%
CI
397
CX Institutional
Indiana
$1.03M -$2.71M -57,698 -73%
FAAM
398
First Ascent Asset Management
Colorado
$1.03M -$106K -2,262 -10%
NFG
399
Nations Financial Group
Iowa
$1.03M +$48K +1,024 +5%
FMN
400
Financial Management Network
California
$1.02M -$2.67K -57 -0.3%