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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NGA
401
Naples Global Advisors
Florida
$658K +$97.1K +2,080 +15%
HWM
402
Hohimer Wealth Management
Washington
$645K +$4.44K +95 +0.6%
SPC
403
Sigma Planning Corp
Michigan
$638K -$2.5M -53,464 -78%
Renaissance Technologies
404
Renaissance Technologies
New York
$638K +$710K +15,200 New
BBPWM
405
Blue Bell Private Wealth Management
Pennsylvania
$634K +$705K +15,100 New
BCI
406
Brinker Capital Investments
Pennsylvania
$630K -$10.9K -234 -2%
UCFA
407
United Capital Financial Advisors
Texas
$628K +$38.6K +826 +6%
MFG
408
Merit Financial Group
Georgia
$627K -$656K -14,051 -48%
BWA
409
Burt Wealth Advisors
Maryland
$617K +$686K +14,700 New
AMM
410
American Money Management
California
$606K +$12.4K +266 +2%
ARC
411
Advisor Resource Council
Texas
$594K -$19.8M -424,676 -97%
CFGS
412
Concourse Financial Group Securities
Alabama
$583K +$204K +4,363 +46%
WIP
413
WealthCare Investment Partners
Rhode Island
$581K -$36.3K -777 -5%
MOS
414
MGO One Seven
Ohio
$572K +$654 +14 +0.1%
ADL
415
Asset Dedication LLC
California
$553K +$141K +3,013 +30%
BRWA
416
B. Riley Wealth Advisors
Florida
$553K +$306K +6,554 +99%
C
417
Certuity
Florida
$549K
LIA
418
LBMC Investment Advisors
Tennessee
$549K
CFP
419
Cypress Financial Planning
New Jersey
$547K +$99.2K +2,125 +20%
RCA
420
Ranch Capital Advisors
Florida
$544K +$81K +1,734 +15%
William Blair & Company
421
William Blair & Company
Illinois
$541K +$463K +9,907 +358%
BC
422
Brio Consultants
California
$535K -$116K -2,493 -17%
VA
423
Valmark Advisers
Ohio
$534K -$16.4K -352 -3%
SAS
424
SMI Advisory Services
Indiana
$531K -$471K -10,080 -44%
ODFS
425
O'Donnell Financial Services
California
$519K -$1.53M -32,807 -73%