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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CGFA
401
Colton Groome Financial Advisors
North Carolina
$1.02M +$39.9K +850 +4%
FCC
402
Flower City Capital
New York
$1.02M -$47 -1 -0%
BA
403
Bluesphere Advisors
Pennsylvania
$984K -$123K -2,625 -11%
NF
404
Nikulski Financial
Iowa
$976K -$91.9K -1,958 -9%
YIA
405
YHB Investment Advisors
Connecticut
$973K +$189K +4,027 +25%
AAS
406
Ameritas Advisory Services
Nebraska
$963K -$60K -1,279 -6%
SMC
407
Smith, Moore & Co
Missouri
$956K +$59.9K +1,276 +7%
IFPL
408
Investments & Financial Planning LLC
Kentucky
$948K -$47.9K -1,020 -5%
WPW
409
Watershed Private Wealth
Illinois
$938K
Betterment LLC
410
Betterment LLC
New York
$938K -$261K -5,557 -22%
FFA
411
Farther Finance Advisors
California
$928K +$213K +4,530 +31%
LWMNY
412
Landmark Wealth Management (New York)
New York
$927K +$4.93K +105 +0.5%
WIP
413
WealthCare Investment Partners
Rhode Island
$912K -$2.64M -56,188 -75%
IA
414
Insight Advisors
Pennsylvania
$912K +$47.9K +1,020 +6%
ACM
415
Altrius Capital Management
North Carolina
$905K -$240K -5,119 -21%
FWM
416
Fingerlakes Wealth Management
New York
$905K +$3.05K +65 +0.3%
TPA
417
Trivium Point Advisory
Connecticut
$904K -$44.7K -953 -5%
AWM
418
Avior Wealth Management
Nebraska
$898K -$36.4K -776 -4%
RFN
419
Redwood Financial Network
Ohio
$893K +$125K +2,667 +17%
CFGS
420
Concourse Financial Group Securities
Alabama
$892K -$80.5K -1,715 -8%
SFG
421
Sovereign Financial Group
Connecticut
$885K
OGF
422
Orin Green Financial
California
$867K -$81.4K -1,735 -9%
MWM
423
MBE Wealth Management
Wisconsin
$865K +$363K +7,732 +76%
SWMG
424
Sanchez Wealth Management Group
Florida
$865K +$9.85K +210 +1%
CM
425
Churchill Management
California
$847K -$1.34M -28,457 -62%