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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWM
426
Perigon Wealth Management
California
$2.73M +$355K +6,064 +16%
AQR Capital Management
427
AQR Capital Management
Connecticut
$2.73M +$992K +16,933 +62%
MA
428
MKT Advisors
California
$2.72M +$47.8K +816 +2%
PCA
429
Pallas Capital Advisors
Massachusetts
$2.72M -$850K -14,520 -25%
BW
430
BIP Wealth
Georgia
$2.7M +$391K +6,677 +18%
GWP
431
Gateway Wealth Partners
Wisconsin
$2.68M -$2.98M -50,803 -54%
WEG
432
World Equity Group
Illinois
$2.67M +$26.2K +448 +1%
VVP
433
Venture Visionary Partners
Ohio
$2.66M +$41.9K +715 +2%
WIC
434
Woodmont Investment Counsel
Tennessee
$2.65M +$2.52M +43,000 New
AIS
435
American Investment Services
Massachusetts
$2.63M -$128K -2,181 -5%
AAS
436
Annex Advisory Services
Wisconsin
$2.62M -$76.4K -1,305 -3%
SWM
437
Spire Wealth Management
Virginia
$2.61M +$338K +5,776 +16%
TIM
438
Tortoise Investment Management
New York
$2.61M +$865K +14,762 +53%
FFA
439
Farther Finance Advisors
California
$2.57M +$198K +3,379 +9%
TRCT
440
Tower Research Capital (TRC)
New York
$2.54M +$2.42M +41,270 New
PFG
441
PAX Financial Group
Texas
$2.53M +$928K +15,853 +63%
IFPG
442
Intrepid Financial Planning Group
Indiana
$2.52M +$3.87K +66 +0.2%
GT
443
Greenleaf Trust
Michigan
$2.52M
NWM
444
Napa Wealth Management
California
$2.5M -$507K -8,660 -18%
AA
445
Alesco Advisors
New York
$2.45M +$240K +4,103 +11%
MWC
446
MBM Wealth Consultants
Missouri
$2.44M +$88.3K +1,508 +4%
AP
447
Advisors Preferred
Maryland
$2.44M
LIA
448
Luken Investment Analytics
Tennessee
$2.43M -$304K -5,189 -12%
OBWP
449
O'Brien Wealth Partners
Massachusetts
$2.41M +$2.29M +39,187 New
SL
450
SWMG LLC
Texas
$2.4M +$294K +5,016 +15%