We are live on ! Find out more
SPYM

State Street SPDR Portfolio S&P 500 ETF
SPYM

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
401
Evermay Wealth Management
Virginia
$4.27M +$1.74M +28,236 +73%
PWA
402
PCG Wealth Advisors
Kansas
$4.25M +$3.21M +52,207 +368%
BPA
403
Beacon Pointe Advisors
California
$4.24M -$43.2K -702 -1%
AWM
404
Aspire Wealth Management
Massachusetts
$4.17M -$438K -7,120 -10%
EFL
405
ERn Financial LLC
Wisconsin
$4.16M +$544K +8,841 +16%
KCM
406
Kanawha Capital Management
Virginia
$4.15M +$114K +1,849 +3%
FSA
407
Financial Security Advisor
Virginia
$4.07M +$13.2K +215 +0.3%
SOS
408
Silver Oak Securities
Tennessee
$4.05M +$272K +4,410 +7%
WA
409
Win Advisors
Florida
$4.05M -$6.91M -112,264 -64%
PG
410
Prostatis Group
Maryland
$4.05M -$2.68M -43,462 -41%
JCFM
411
JBR Co Financial Management
Oklahoma
$4.03M +$1.61M +26,193 +71%
CWM
412
Compass Wealth Management
Connecticut
$3.96M +$144K +2,342 +4%
LCM
413
Lunt Capital Management
Utah
$3.93M +$415K +6,743 +12%
SPA
414
Sentinel Pension Advisors
Massachusetts
$3.87M +$69.1K +1,122 +2%
GKWIM
415
Gerber Kawasaki Wealth & Investment Management
California
$3.85M +$783K +12,721 +27%
SWM
416
Selective Wealth Management
Virginia
$3.84M +$337K +5,482 +10%
T
417
TrueFG
Texas
$3.79M +$192K +3,118 +6%
BFA
418
Beacon Financial Advisory
Ohio
$3.78M +$267K +4,345 +8%
PSCM
419
Per Stirling Capital Management
Texas
$3.77M +$155K +2,524 +4%
FIA
420
Foundations Investment Advisors
Arizona
$3.62M +$562K +9,125 +19%
SA
421
Strategic Advisors
New York
$3.54M +$1.88M +30,522 +123%
MFG
422
MidWestOne Financial Group
Iowa
$3.48M +$1.31M +21,305 +64%
WFAG
423
Wescott Financial Advisory Group
Pennsylvania
$3.47M -$191K -3,108 -5%
MF
424
Meridian Financial
Massachusetts
$3.43M +$106K +1,725 +3%
FDCDDQ
425
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.42M +$275K +4,473 +9%
15 16
17
18 19