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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FMWA
426
Forvis Mazars Wealth Advisors
Missouri
$460K +$500K +10,366 New
IA
427
Inspire Advisors
Idaho
$452K +$13.4K +278 +3%
ADL
428
Asset Dedication LLC
California
$449K -$69.7K -1,446 -12%
AWA
429
Arkadios Wealth Advisors
Georgia
$433K -$95.9K -1,990 -17%
WSTAM
430
Wilbanks Smith & Thomas Asset Management
Virginia
$429K
CWM
431
Chemistry Wealth Management
New York
$426K -$49K -1,016 -10%
NLP
432
Next Level Private
New York
$426K +$463K +9,607 New
IIC
433
Integrated Investment Consultants
Michigan
$425K +$18.1K +375 +4%
CFGS
434
Concourse Financial Group Securities
Alabama
$422K -$964 -20 -0.2%
QA
435
Quantitative Advantage
Minnesota
$421K +$26.4K +547 +6%
NAS
436
Nicolet Advisory Services
Wisconsin
$419K +$34.8K +722 +9%
RWM
437
Ritholtz Wealth Management
New York
$418K -$4.53K -94 -1%
AWA
438
Arete Wealth Advisors
Illinois
$416K -$9.14M -189,675 -95%
PPW
439
Pinnacle Private Wealth
Massachusetts
$410K +$13.5K +281 +3%
CF
440
Convergence Financial
Missouri
$405K +$3.04K +63 +0.7%
AWM
441
Accurate Wealth Management
Florida
$396K +$16.4K +341 +4%
ES
442
ETF Store
Kansas
$391K -$230K -4,770 -36%
CC
443
Corsicana & Co
Texas
$391K +$29.9K +620 +8%
Citigroup
444
Citigroup
New York
$390K -$8.87K -184 -2%
MCA
445
Millennium Capital Advisors
Arkansas
$389K +$54.8K +1,137 +15%
TI
446
Trexquant Investment
Connecticut
$385K +$419K +8,690 New
SBL
447
Sargent Bickham Lagudis
Colorado
$380K +$105K +2,182 +34%
BFS
448
Bickling Financial Services
Massachusetts
$379K +$964 +20 +0.2%
KIG
449
Kowal Investment Group
Wisconsin
$375K +$41.8K +868 +11%
FFG
450
Frisch Financial Group
New York
$363K +$35.2K +730 +10%