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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SAI
401
Savvy Advisors Inc
New York
$11.9M +$9.73M +122,398 +483%
DC
402
Davenport & Co
Virginia
$11.8M +$652K +8,198 +6%
PIA
403
Perennial Investment Advisors
California
$11.7M -$45.6K -574 -0.4%
Pathstone Holdings
404
Pathstone Holdings
New Jersey
$11.6M +$215K +2,709 +2%
Rockefeller Capital Management
405
Rockefeller Capital Management
New York
$11.6M +$1.25M +15,771 +12%
ATPW
406
Ashton Thomas Private Wealth
Arizona
$11.5M -$5.46M -68,715 -32%
PW
407
Paladin Wealth
Minnesota
$11.5M +$1.96M +24,619 +21%
BOSSRA
408
B.O.S.S. Retirement Advisors
Utah
$11.5M -$6.88M -86,461 -38%
CW
409
CreativeOne Wealth
Kansas
$11.3M +$64.1K +806 +0.6%
WCP
410
Wealthcare Capital Partners
Pennsylvania
$11.2M -$287K -3,606 -3%
GAA
411
Guardian Asset Advisors
Pennsylvania
$11.2M +$226K +2,840 +2%
CIC
412
Cutler Investment Counsel
Oregon
$11M +$496K +6,239 +5%
VVP
413
Venture Visionary Partners
Ohio
$11M +$1.26M +15,825 +13%
AWMG
414
Alliance Wealth Management Group
New Jersey
$10.9M -$266K -3,341 -2%
FPWM
415
FSB Premier Wealth Management
Iowa
$10.9M -$43.1K -542 -0.4%
SWTS
416
Stonehaven Wealth & Tax Solutions
Wisconsin
$10.9M -$172K -2,166 -2%
JCFM
417
JBR Co Financial Management
Oklahoma
$10.9M +$343K +4,318 +3%
VPF
418
Vantage Point Financial
Illinois
$10.7M +$909K +11,428 +9%
HCM
419
Hollencrest Capital Management
California
$10.7M +$80.7K +1,015 +0.8%
ODA
420
One Degree Advisors
California
$10.7M +$250K +3,143 +2%
BW
421
BIP Wealth
Georgia
$10.5M +$318K +4,003 +3%
IAS
422
Integrity Advisory Solutions
Texas
$10.5M +$852K +10,714 +9%
AI
423
Arvest Investments
Arkansas
$10.3M +$8.79M +110,582 +601%
CAP
424
Cordoba Advisory Partners
New York
$10.3M +$10.3M +128,987 New
AR
425
Apeiron RIA
Texas
$10.2M -$1.5M -18,921 -13%