We are live on ! Find out more
SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
376
Meridian Wealth Management
Kentucky
$13.8M -$555K -6,942 -4%
P
377
&Partners
Tennessee
$13.7M +$5.95M +74,430 +72%
UAS
378
United Asset Strategies
New York
$13.7M -$290K -3,631 -2%
LWMM
379
Legacy Wealth Management (Mississippi)
Mississippi
$13.7M +$375K +4,687 +3%
CFG
380
Citizens Financial Group
Rhode Island
$13.6M -$1.76M -22,031 -11%
ASN
381
Advisory Services Network
Georgia
$13.6M +$231K +2,890 +2%
Rockefeller Capital Management
382
Rockefeller Capital Management
New York
$13.5M +$2.53M +31,570 +22%
O3W
383
Omni 360 Wealth
New Jersey
$13.5M +$464K +5,798 +3%
VA
384
Valmark Advisers
Ohio
$13.5M +$22K +275 +0.2%
T
385
Tidemark
California
$13.5M +$48K +600 +0.3%
OC
386
Oarsman Capital
Wisconsin
$13.4M +$725K +9,068 +5%
CA
387
CSM Advisors
Pennsylvania
$13.3M -$880K -11,000 -6%
AF
388
Abound Financial
California
$13.3M -$548K -6,847 -4%
GG
389
GenWealth Group
New Jersey
$13.2M +$753K +9,411 +6%
FF
390
Financial Futures
New Jersey
$13.2M +$464K +5,799 +3%
BC
391
Brio Consultants
California
$12.9M +$7.21M +90,183 +147%
TCM
392
Towercrest Capital Management
Pennsylvania
$12.9M -$69.6K -870 -0.5%
WCM
393
WealthTrak Capital Management
Virginia
$12.8M -$175K -2,188 -1%
SF
394
Slagle Financial
Illinois
$12.8M +$295K +3,684 +2%
ACS
395
Archford Capital Strategies
Illinois
$12.8M -$8.14M -101,709 -38%
PWPS
396
Pinnacle Wealth Planning Services
Ohio
$12.8M +$94K +1,175 +0.7%
CWMS
397
Cannon Wealth Management Services
North Carolina
$12.6M +$356K +4,456 +3%
SF
398
SeedSafe Financial
Texas
$12.4M +$1.07M +13,407 +9%
BOSSRA
399
B.O.S.S. Retirement Advisors
Utah
$12.4M +$1.45M +18,093 +13%
SSW
400
Stone Summit Wealth
Florida
$12.1M +$106K +1,331 +0.8%