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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IA
401
Integrity Advisory
Kansas
$1.01M -$557K -12,324 -35%
USCWA
402
U.S. Capital Wealth Advisors
Texas
$1.01M +$139K +3,065 +16%
NF
403
Nikulski Financial
Iowa
$1,000K -$93.9K -2,077 -9%
FAP
404
Financial Advisory Partners
Florida
$987K +$45.5K +1,007 +5%
BRWA
405
B. Riley Wealth Advisors
Florida
$986K +$396K +8,763 +67%
Charles Schwab
406
Charles Schwab
California
$976K +$981K +21,701 New
FMN
407
Financial Management Network
California
$963K -$8.36K -185 -0.9%
CWM
408
Compass Wealth Management
Connecticut
$959K +$964K +21,321 New
FCC
409
Flower City Capital
New York
$953K -$50.4K -1,116 -5%
AAS
410
Ameritas Advisory Services
Nebraska
$950K +$54.2K +1,200 +6%
HWA
411
Heartwood Wealth Advisors
Virginia
$934K +$938K +20,756 New
IFPL
412
Investments & Financial Planning LLC
Kentucky
$932K +$936K +20,711 New
SWM
413
SigFig Wealth Management
California
$921K +$925K +20,473 New
CGFA
414
Colton Groome Financial Advisors
North Carolina
$915K -$1.82M -40,266 -66%
NFG
415
Nations Financial Group
Iowa
$914K +$4.66K +103 +0.5%
CFGS
416
Concourse Financial Group Securities
Alabama
$910K +$287K +6,354 +46%
TPA
417
Trivium Point Advisory
Connecticut
$900K +$121K +2,670 +16%
NFP
418
Narus Financial Partners
Utah
$900K -$16.2K -358 -2%
FPAS
419
Focus Partners Advisor Solutions
Missouri
$891K -$222K -4,918 -20%
OGF
420
Orin Green Financial
California
$888K +$64.9K +1,437 +8%
WPW
421
Watershed Private Wealth
Illinois
$876K +$881K +19,484 New
BBPWM
422
Blue Bell Private Wealth Management
Pennsylvania
$875K +$196K +4,344 +29%
AWM
423
Avior Wealth Management
Nebraska
$874K -$261K -5,770 -23%
DADC
424
D.A. Davidson & Co
Montana
$867K +$61.9K +1,369 +8%
LWMNY
425
Landmark Wealth Management (New York)
New York
$861K -$69.5K -1,537 -7%