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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IFPG
426
Intrepid Financial Planning Group
Indiana
$2.29M -$99.4K -1,897 -4%
JFA
427
JNBA Financial Advisors
Minnesota
$2.27M +$853K +16,287 +67%
T
428
TCWP
Ohio
$2.21M +$90K +1,718 +5%
AP
429
Advisors Preferred
Maryland
$2.21M +$1.41M +26,970 +212%
MWC
430
MBM Wealth Consultants
Missouri
$2.2M +$131K +2,491 +7%
AFG
431
AFS Financial Group
Maryland
$2.19M +$2.05M +39,174 New
WFAG
432
Worth Financial Advisory Group
North Carolina
$2.15M -$24.2K -462 -1%
FFA
433
Farther Finance Advisors
California
$2.15M +$489K +9,330 +32%
CCM
434
Condor Capital Management
New Jersey
$2.14M -$23.3K -445 -1%
PWM
435
Perigon Wealth Management
California
$2.14M +$96.8K +1,848 +5%
MA
436
MONECO Advisors
Connecticut
$2.13M -$142K -2,712 -7%
Bank of Montreal
437
Bank of Montreal
Ontario, Canada
$2.13M -$733 -14 -0%
SW
438
Simplicity Wealth
New Jersey
$2.11M +$1.2M +22,843 +154%
ASN
439
Advisory Services Network
Georgia
$2.1M +$382K +7,299 +24%
HWMA
440
Heritage Wealth Management (Arizona)
Arizona
$2.1M +$1.96M +37,492 New
SWM
441
Spire Wealth Management
Virginia
$2.08M +$206K +3,925 +12%
BW
442
BIP Wealth
Georgia
$2.08M -$99K -1,890 -5%
AFP
443
Alpha Financial Partners
Kentucky
$2.06M +$1.93M +36,800 New
NWMG
444
National Wealth Management Group
Ohio
$2.06M +$83.3K +1,590 +5%
CFG
445
Cooper Financial Group
California
$2.05M -$304K -5,795 -14%
HSG
446
Helen Stephens Group
Texas
$2.04M +$12.7K +242 +0.7%
PTC
447
Private Trust Company
Ohio
$2.03M -$72.9K -1,392 -4%
LCM
448
Lunt Capital Management
Utah
$2.02M -$949K -18,122 -33%
HPA
449
High Probability Advisors
New York
$2.01M +$128K +2,437 +7%
CF
450
Convergence Financial
Missouri
$2M +$715K +13,642 +62%