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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FPW
401
Flagship Private Wealth
Massachusetts
$162K +$21.8K +445 +16%
CAPTRUST Financial Advisors
402
CAPTRUST Financial Advisors
North Carolina
$152K +$52.3K +1,065 +55%
William Blair & Company
403
William Blair & Company
Illinois
$148K +$144K +2,937 New
OFG
404
Oxford Financial Group
Indiana
$137K +$134K +2,725 New
PWM
405
Provident Wealth Management
Tennessee
$135K -$16.2K -330 -11%
BMD
406
Better Money Decisions
New Mexico
$131K +$442 +9 +0.3%
CP
407
Castleview Partners
Texas
$131K +$128K +2,606 New
SQA
408
Simon Quick Advisors
New Jersey
$130K +$127K +2,594 New
TAM
409
Tucker Asset Management
Colorado
$123K -$126K -2,570 -51%
ZIG
410
Zurich Insurance Group
Switzerland
$122K
OCM
411
Orion Capital Management
California
$119K
PB
412
Pinnacle Bancorp
Nebraska
$117K
YAL
413
Your Advocates Ltd
Texas
$110K -$5.5K -112 -5%
TWA
414
TCI Wealth Advisors
Arizona
$110K
FA
415
Fortis Advisors
Pennsylvania
$110K +$26.1K +531 +32%
AWM
416
Accel Wealth Management
Iowa
$104K
KFI
417
Key Financial Inc
Pennsylvania
$104K +$32.4K +661 +49%
MFA
418
McClarren Financial Advisors
Pennsylvania
$97K +$294 +6 +0.3%
CPFP
419
Clear Perspectives Financial Planning
Ohio
$88K -$17.2K -350 -17%
TIM
420
Tortoise Investment Management
New York
$86K -$10.3K -210 -11%
SBL
421
Sargent Bickham Lagudis
Colorado
$77K +$245 +5 +0.3%
DAC
422
Dividend Assets Capital
South Carolina
$65K
LWANC
423
Laurel Wealth Advisors (North Carolina)
North Carolina
$64K -$2.45K -50 -4%
EIP
424
Ellis Investment Partners
Pennsylvania
$61K +$196 +4 +0.3%
SCA
425
Stonebridge Capital Advisors
Minnesota
$58K -$11.1K -227 -16%