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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
376
Evermay Wealth Management
Virginia
$8.18M +$1.34M +19,302 +19%
MFS
377
Mattson Financial Services
Michigan
$8.16M -$253K -3,649 -3%
ODA
378
One Degree Advisors
California
$8.11M -$532K -7,675 -6%
ASN
379
Advisory Services Network
Georgia
$8.03M +$4.75M +68,462 +143%
WC
380
Westwind Capital
New Mexico
$8.02M +$667K +9,625 +9%
AWA
381
ARQ Wealth Advisors
Arizona
$7.97M +$47.7K +688 +0.6%
MFA
382
Morling Financial Advisors
California
$7.95M -$150K -2,167 -2%
CAPTRUST Financial Advisors
383
CAPTRUST Financial Advisors
North Carolina
$7.85M +$690K +9,958 +10%
MWAM
384
Manhattan West Asset Management
California
$7.82M +$1.92M +27,638 +32%
Rockefeller Capital Management
385
Rockefeller Capital Management
New York
$7.79M +$498K +7,184 +7%
GAA
386
Guardian Asset Advisors
Pennsylvania
$7.76M +$691K +9,965 +10%
MLA
387
My Legacy Advisors
Oregon
$7.75M -$81K -1,169 -1%
SW
388
Simplicity Wealth
New Jersey
$7.74M -$1.41M -20,414 -15%
SWM
389
StoneCrest Wealth Management
Arizona
$7.74M +$283K +4,076 +4%
KWM
390
Kingsview Wealth Management
Oregon
$7.71M -$242K -3,493 -3%
Citadel Advisors
391
Citadel Advisors
Florida
$7.65M +$5.14M +74,181 +202%
SOS
392
Silver Oak Securities
Tennessee
$7.39M +$743K +10,724 +11%
GSWM
393
Golden State Wealth Management
California
$7.38M +$7.42M +107,010 New
SA
394
Strategic Advisors
New York
$7.35M +$2.58M +37,172 +54%
FPAS
395
Focus Partners Advisor Solutions
Missouri
$7.31M +$4.21M +60,692 +134%
RIM
396
Redwood Investment Management
Arizona
$7.26M +$243K +3,500 +3%
PVI
397
Pine Valley Investments
New Jersey
$7.2M +$368K +5,308 +5%
LS
398
Liquid Strategies
Georgia
$7.17M -$2.21M -31,818 -23%
KAM
399
Kensington Asset Management
Texas
$7.17M -$1.1M -15,852 -13%
WAM
400
Worth Asset Management
Texas
$7.17M +$141K +2,027 +2%