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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWMS
426
Cannon Wealth Management Services
North Carolina
$14.9M +$394K +4,623 +3%
PWPS
427
Pinnacle Wealth Planning Services
Ohio
$14.8M +$182K +2,130 +1%
AWM
428
Apollon Wealth Management
South Carolina
$14.6M +$1.64M +19,194 +13%
PFG
429
PAX Financial Group
Texas
$14.5M +$4.08M +47,871 +41%
SF
430
Slagle Financial
Illinois
$14.4M -$350K -4,105 -2%
SSW
431
Stone Summit Wealth
Florida
$14.3M +$352K +4,127 +3%
JFA
432
JNBA Financial Advisors
Minnesota
$14.2M +$1.9M +22,326 +16%
Pathstone Holdings
433
Pathstone Holdings
New Jersey
$14.1M +$1.25M +14,623 +10%
AFG
434
Albion Financial Group
Utah
$14.1M +$12.1M +141,347 +739%
AWM
435
Axxcess Wealth Management
California
$14.1M +$243K +2,847 +2%
Corient Private Wealth
436
Corient Private Wealth
Florida
$14.1M -$6.33M -74,213 -32%
JCFM
437
JBR Co Financial Management
Oklahoma
$14M +$2.08M +24,429 +18%
BBPWM
438
Blue Bell Private Wealth Management
Pennsylvania
$14M +$1.69M +19,801 +14%
DC
439
Davenport & Co
Virginia
$13.9M +$616K +7,221 +5%
CIC
440
Cutler Investment Counsel
Oregon
$13.8M +$988K +11,581 +8%
WWP
441
Wise Wealth Partners
Arizona
$13.7M -$8.44M -98,964 -39%
SF
442
Summit Financial
New Jersey
$13.7M +$1.4M +16,460 +12%
RFW
443
Rainier Family Wealth
Washington
$13.6M +$605K +7,097 +5%
4WM
444
49 Wealth Management
Texas
$13.6M -$107M -1,254,185 -89%
A
445
Alongside
Texas
$13.6M +$13.2M +155,008 New
AAP
446
Arax Advisory Partners
Colorado
$13.6M +$10.6M +124,777 +413%
BSG
447
Black Swift Group
Colorado
$13.5M +$426K +4,996 +3%
MSA
448
Marathon Strategic Advisors
Pennsylvania
$13.5M -$170K -1,990 -1%
SAI
449
Savvy Advisors Inc
New York
$13.5M +$88K +1,032 +0.7%
PFGIA
450
Patriot Financial Group Insurance Agency
Massachusetts
$13.3M -$6.58M -77,165 -34%