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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SAG
401
SageView Advisory Group
California
$1.43M +$1.35M +27,437 New
AFG
402
Atomi Financial Group
New York
$1.42M +$238K +4,832 +21%
MWM
403
MBE Wealth Management
Wisconsin
$1.42M +$460K +9,321 +52%
CAAS
404
Capital Asset Advisory Services
Michigan
$1.42M -$2.96K -60 -0.2%
FFA
405
Farther Finance Advisors
California
$1.41M +$381K +7,723 +40%
USCWA
406
U.S. Capital Wealth Advisors
Texas
$1.4M +$180K +3,640 +16%
SEA
407
Stegent Equity Advisors
Texas
$1.39M
TCFP
408
Treasure Coast Financial Planning
Florida
$1.37M -$25.6K -519 -2%
FAP
409
Financial Advisory Partners
Florida
$1.37M +$90K +1,823 +7%
WEG
410
World Equity Group
Illinois
$1.37M -$711K -14,400 -35%
Betterment LLC
411
Betterment LLC
New York
$1.36M +$331K +6,701 +34%
Jane Street
412
Jane Street
New York
$1.36M +$631K +12,789 +96%
VIP
413
Vantage Investment Partners
Missouri
$1.35M -$609K -12,342 -32%
CCM
414
Crew Capital Management
Ohio
$1.34M -$37.8K -766 -3%
FPAS
415
Focus Partners Advisor Solutions
Missouri
$1.32M +$1.25M +25,406 New
CAG
416
Crestwood Advisors Group
Massachusetts
$1.32M -$93.7K -1,898 -7%
SIA
417
Strategic Investment Advisors
Michigan
$1.3M +$372K +7,528 +43%
FTUS
418
Flow Traders U.S.
New York
$1.3M +$425K +8,603 +53%
SWM
419
Spire Wealth Management
Virginia
$1.3M +$126K +2,554 +11%
JFG
420
Jefferies Financial Group
New York
$1.29M
FTDI
421
First Trust Direct Indexing
Massachusetts
$1.28M +$1.21M +24,562 New
MA
422
MAS Advisors
Florida
$1.26M -$598K -12,127 -33%
Millennium Management
423
Millennium Management
New York
$1.23M -$1.39M -28,149 -54%
TA
424
TrueWealth Advisors
Alabama
$1.23M +$70.8K +1,435 +6%
TC
425
Trilogy Capital
California
$1.23M -$61K -1,236 -5%