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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NRI
401
NFP Retirement Inc
California
$632K -$36.2K -691 -5%
AWA
402
Arkadios Wealth Advisors
Georgia
$625K +$16.1K +307 +3%
BFG
403
Beacon Financial Group
Texas
$619K +$602K +11,499 New
ADL
404
Asset Dedication LLC
California
$616K -$70.6K -1,349 -10%
KCIA
405
Kingsbury Capital Investment Advisors
Illinois
$616K +$607K +11,599 New
PWM
406
Perigon Wealth Management
California
$611K +$304K +5,800 +102%
SWM
407
Sugarloaf Wealth Management
Georgia
$593K +$301K +5,748 +121%
DHGWA
408
Dixon Hughes Goodman Wealth Advisors
North Carolina
$589K -$36.2K -691 -6%
TVAMP
409
Tennessee Valley Asset Management Partners
Tennessee
$589K +$231K +4,420 +66%
AUB
410
Atlantic Union Bankshares
Virginia
$574K -$1.2K -23 -0.2%
VCM
411
Virtue Capital Management
Tennessee
$572K +$29.5K +564 +6%
CWM
412
Chemistry Wealth Management
New York
$564K +$556K +10,623 New
IA
413
Inspire Advisors
Idaho
$527K +$135K +2,573 +35%
CMBA
414
C.M. Bidwell & Associates
Hawaii
$521K +$13.4K +255 +3%
HFS
415
Horizon Financial Services
North Carolina
$517K +$67.4K +1,287 +15%
AF
416
Allworth Financial
California
$514K -$206K -3,941 -29%
W
417
Wealthquest
Ohio
$510K
CFGS
418
Concourse Financial Group Securities
Alabama
$507K +$39.5K +754 +9%
RWM
419
Ritholtz Wealth Management
New York
$506K -$37.4K -714 -7%
Qube Research & Technologies (QRT)
420
Qube Research & Technologies (QRT)
United Kingdom
$492K +$370K +7,068 +324%
IIC
421
Integrated Investment Consultants
Michigan
$489K
CF
422
Convergence Financial
Missouri
$482K -$1.25M -23,800 -72%
Citigroup
423
Citigroup
New York
$477K +$262 +5 +0.1%
PPW
424
Pinnacle Private Wealth
Massachusetts
$477K +$189K +3,617 +68%
QA
425
Quantitative Advantage
Minnesota
$475K -$303K -5,786 -39%