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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
401
Axxcess Wealth Management
California
$12.1M +$6.13M +76,680 +95%
MSA
402
Marathon Strategic Advisors
Pennsylvania
$11.9M +$454K +5,681 +4%
MCM
403
M1 Capital Management
Michigan
$11.9M +$375K +4,685 +3%
PW
404
Paladin Wealth
Minnesota
$11.9M +$926K +11,579 +8%
MFWP
405
Mosaic Family Wealth Partners
Missouri
$11.7M +$2.5M +31,199 +26%
CF
406
Convergence Financial
Missouri
$11.7M +$4.06M +50,815 +50%
SAI
407
Savvy Advisors Inc
New York
$11.7M +$357K +4,467 +3%
HP
408
Holistic Planning
Texas
$11.6M +$3.11M +38,915 +35%
AIM
409
Advyzon Investment Management
Illinois
$11.6M +$9.18M +114,757 +315%
DC
410
Davenport & Co
Virginia
$11.6M +$330K +4,120 +3%
AWMNH
411
Arcadia Wealth Management (New Hampshire)
New Hampshire
$11.6M +$2.7M +33,776 +29%
WCP
412
Wealthcare Capital Partners
Pennsylvania
$11.5M +$814K +10,173 +7%
RW
413
Ridgeline Wealth
Arizona
$11.5M -$4.11M -51,428 -26%
BSG
414
Black Swift Group
Colorado
$11.4M +$1.75M +21,838 +17%
RFW
415
Rainier Family Wealth
Washington
$11.3M -$1.83M -22,910 -13%
AWM
416
Apollon Wealth Management
South Carolina
$11.2M +$3.64M +45,543 +45%
Pathstone Holdings
417
Pathstone Holdings
New Jersey
$11.2M +$74.8K +935 +0.6%
CIC
418
Cutler Investment Counsel
Oregon
$11.2M +$659K +8,241 +6%
PVI
419
Pine Valley Investments
New Jersey
$11.1M +$1.45M +18,152 +14%
Renaissance Technologies
420
Renaissance Technologies
New York
$11.1M -$4.26M -53,300 -27%
TWM
421
Tradition Wealth Management
Minnesota
$11M +$2.28M +28,554 +25%
IAS
422
Integrity Advisory Solutions
Texas
$10.9M +$968K +12,099 +9%
JCFM
423
JBR Co Financial Management
Oklahoma
$10.9M
ODA
424
One Degree Advisors
California
$10.8M +$645K +8,063 +6%
GCM
425
Gambit Capital Management
Tennessee
$10.8M +$3.41M +42,591 +43%