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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWA
401
Clarus Wealth Advisors
Arizona
$8.62M +$113K +1,674 +1%
NGA
402
Naples Global Advisors
Florida
$8.6M +$953K +14,175 +14%
SWM
403
StoneCrest Wealth Management
Arizona
$8.56M +$264K +3,929 +3%
CAG
404
Csenge Advisory Group
Florida
$8.46M +$1.75M +25,965 +27%
KWM
405
Kingsview Wealth Management
Oregon
$8.44M +$454K +6,750 +6%
PVI
406
Pine Valley Investments
New Jersey
$8.44M +$550K +8,180 +8%
Jane Street
407
Jane Street
New York
$8.4M +$1.81M +26,926 +30%
LRWM
408
Lord & Richards Wealth Management
Colorado
$8.38M +$1.1M +16,307 +16%
GSWM
409
Golden State Wealth Management
California
$8.36M +$329K +4,899 +4%
Bank of Montreal
410
Bank of Montreal
Ontario, Canada
$8.35M +$2.84M +42,296 +58%
VPF
411
Vantage Point Financial
Illinois
$8.31M +$2.48M +36,929 +48%
MFA
412
Morling Financial Advisors
California
$8.28M -$34.8K -517 -0.5%
GWANC
413
Guardian Wealth Advisors (North Carolina)
North Carolina
$8.25M +$1.77M +26,261 +30%
LCC
414
Lincoln Capital Corp
Rhode Island
$8.22M +$919K +13,661 +14%
MSAM
415
Moloney Securities Asset Management
Missouri
$8.12M +$683K +10,155 +10%
JCFM
416
JBR Co Financial Management
Oklahoma
$8.11M +$569K +8,459 +8%
ATPW
417
Ashton Thomas Private Wealth
Arizona
$8.1M -$839K -12,484 -10%
AWA
418
ARQ Wealth Advisors
Arizona
$7.98M
CIC
419
Cutler Investment Counsel
Oregon
$7.97M +$739K +10,991 +11%
PW
420
Paladin Wealth
Minnesota
$7.91M +$347K +5,165 +5%
TWP
421
Triad Wealth Partners
Kansas
$7.89M +$705K +10,482 +11%
OMC
422
Old Mission Capital
Illinois
$7.8M +$1.1M +16,416 +18%
BWM
423
BlackDiamond Wealth Management
New York
$7.79M +$604K +8,988 +9%
TIM
424
Tortoise Investment Management
New York
$7.78M +$335K +4,979 +5%
PFGIA
425
Patriot Financial Group Insurance Agency
Massachusetts
$7.77M -$2M -29,807 -22%