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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VA
401
Valmark Advisers
Ohio
$580K +$241K +5,008 +62%
LIA
402
LBMC Investment Advisors
Tennessee
$580K +$630K +13,077 New
HFS
403
Horizon Financial Services
North Carolina
$570K +$151K +3,132 +32%
DRS
404
Deane Retirement Strategies
Louisiana
$562K -$158K -3,275 -21%
CA
405
Clearstead Advisors
Ohio
$545K
DI
406
Diligent Investors
California
$539K -$45.3K -940 -7%
EWM
407
Echo Wealth Management
Minnesota
$520K -$132K -2,743 -19%
KCIA
408
Kingsbury Capital Investment Advisors
Illinois
$516K +$1.88K +39 +0.3%
National Bank of Canada
409
National Bank of Canada
Quebec, Canada
$511K -$430K -8,918 -44%
PWM
410
Perigon Wealth Management
California
$509K -$1.54K -32 -0.3%
JWCA
411
J.W. Cole Advisors
Florida
$504K -$72K -1,495 -12%
ACS
412
Archford Capital Strategies
Illinois
$504K -$35.5K -737 -6%
LMKC
413
L.M. Kohn & Company
Ohio
$499K -$255K -5,300 -32%
HAS
414
HBW Advisory Services
California
$499K -$243K -5,052 -31%
RCA
415
Ranch Capital Advisors
Florida
$498K +$123K +2,553 +29%
OMC
416
Old Mission Capital
Illinois
$497K +$540K +11,200 New
VCM
417
Virtue Capital Management
Tennessee
$496K +$20.3K +422 +4%
SIA
418
Strategic Investment Advisors
Michigan
$488K -$570K -11,832 -52%
CIAS
419
Capital Investment Advisory Services
North Carolina
$488K -$318K -6,591 -37%
CFAM
420
Center For Asset Management
Florida
$483K -$543K -11,266 -51%
CFP
421
Cypress Financial Planning
New Jersey
$483K +$525K +10,891 New
AUB
422
Atlantic Union Bankshares
Virginia
$479K
CFA
423
Cahill Financial Advisors
Minnesota
$477K -$411K -8,536 -44%
RFN
424
RDA Financial Network
Iowa
$468K +$107K +2,228 +27%
FMI
425
F/M Investments
District of Columbia
$461K +$228K +4,728 +107%