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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BW
401
BIP Wealth
Georgia
$9.9M +$3.13M +41,443 +49%
NGA
402
Naples Global Advisors
Florida
$9.7M +$412K +5,457 +5%
FZCM
403
Flynn Zito Capital Management
New York
$9.62M -$450K -5,965 -5%
PVI
404
Pine Valley Investments
New Jersey
$9.61M +$497K +6,591 +6%
BSG
405
Black Swift Group
Colorado
$9.6M +$1.69M +22,368 +22%
VPF
406
Vantage Point Financial
Illinois
$9.6M +$615K +8,155 +7%
William Blair & Company
407
William Blair & Company
Illinois
$9.59M +$1.44M +19,147 +19%
KWM
408
Kingsview Wealth Management
Oregon
$9.54M +$423K +5,610 +5%
MSAM
409
Moloney Securities Asset Management
Missouri
$9.51M +$730K +9,673 +9%
BOC
410
Bull Oak Capital
California
$9.5M -$87.5K -1,160 -0.9%
BBPWM
411
Blue Bell Private Wealth Management
Pennsylvania
$9.44M +$1.08M +14,286 +13%
VVP
412
Venture Visionary Partners
Ohio
$9.42M -$3.89M -51,558 -30%
M1FG
413
Mach-1 Financial Group
Arkansas
$9.37M +$8.42M +111,615 +1,396%
IAS
414
Integrity Advisory Solutions
Texas
$9.37M +$9.02M +119,609 New
SWM
415
StoneCrest Wealth Management
Arizona
$9.33M +$103K +1,362 +1%
CWA
416
Clarus Wealth Advisors
Arizona
$9.33M +$30.3K +402 +0.3%
PW
417
Paladin Wealth
Minnesota
$9.33M +$767K +10,166 +9%
TFA
418
Transamerica Financial Advisors
Florida
$9.29M -$417K -5,528 -4%
CAM
419
Cobblestone Asset Management
Virginia
$9.29M +$7.28M +96,562 +439%
TIM
420
Tortoise Investment Management
New York
$9.24M +$830K +11,004 +10%
AWMNH
421
Arcadia Wealth Management (New Hampshire)
New Hampshire
$9.22M -$634K -8,411 -7%
AWM
422
Adams Wealth Management
Utah
$9.1M -$6.55M -86,841 -43%
CI
423
CacheTech Inc
Utah
$9.1M -$6.55M -86,841 -43%
BWM
424
BlackDiamond Wealth Management
New York
$9.05M +$625K +8,284 +8%
SA
425
Strategic Advisors
New York
$8.93M -$539K -7,141 -6%