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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CPFP
401
Clear Perspectives Financial Planning
Ohio
$98K
AWM
402
Accel Wealth Management
Iowa
$96K
CAPTRUST Financial Advisors
403
CAPTRUST Financial Advisors
North Carolina
$91K
TIM
404
Tortoise Investment Management
New York
$90K
MFA
405
McClarren Financial Advisors
Pennsylvania
$90K +$87.4K +1,928 New
Fifth Third Bancorp
406
Fifth Third Bancorp
Ohio
$80K
EVM
407
Eaton Vance Management
Massachusetts
$77K +$74.5K +1,643 New
FA
408
Fortis Advisors
Pennsylvania
$77K +$74.6K +1,646 New
SBL
409
Sargent Bickham Lagudis
Colorado
$71K +$22.9K +506 +50%
SCA
410
Stonebridge Capital Advisors
Minnesota
$65K +$62.8K +1,384 New
KFI
411
Key Financial Inc
Pennsylvania
$63K +$5.85K +129 +11%
LWANC
412
Laurel Wealth Advisors (North Carolina)
North Carolina
$62K -$18.1K -400 -23%
DAC
413
Dividend Assets Capital
South Carolina
$60K
LWM
414
Liberty Wealth Management
California
$59K
EIP
415
Ellis Investment Partners
Pennsylvania
$57K +$227 +5 +0.4%
FWP
416
FAS Wealth Partners
Kansas
$52K
CFGS
417
Concourse Financial Group Securities
Alabama
$49K -$54K -1,190 -53%
VBCG
418
Valley Brook Capital Group
Pennsylvania
$48K +$47.2K +1,040 New
FFW
419
Fusion Family Wealth
New York
$47K +$544 +12 +1%
WAS
420
Winch Advisory Services
Wisconsin
$46K -$1.95K -43 -4%
MAM
421
Meeder Asset Management
Ohio
$46K -$1.36K -30 -3%
VFA
422
Valeo Financial Advisors
Indiana
$42K +$20.6K +455 +100%
BA
423
Ballast Advisors
Minnesota
$41K
Rockefeller Capital Management
424
Rockefeller Capital Management
New York
$39K -$3.04K -67 -7%
M
425
MOTCO
Texas
$39K