We are live on ! Find out more
SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFGF
426
Compass Financial Group (Florida)
Florida
$3.4M -$103K -1,675 -3%
BFG
427
Beacon Financial Group
Texas
$3.4M -$30.6K -497 -0.9%
TCA
428
Transcend Capital Advisors
New Jersey
$3.39M -$116K -1,878 -3%
TIM
429
Tortoise Investment Management
New York
$3.37M +$634K +10,302 +24%
BFA
430
Bluestem Financial Advisors
Illinois
$3.37M -$265K -4,307 -8%
MA
431
MKT Advisors
California
$3.34M +$378K +6,147 +14%
CTFG
432
Capstone Triton Financial Group
Oklahoma
$3.27M +$84.9K +1,379 +3%
FW
433
FullCircle Wealth
Texas
$3.26M +$3.15M +51,237 New
BL
434
Balentine LLC
Georgia
$3.25M +$341K +5,547 +12%
AA
435
ACT Advisors
North Carolina
$3.23M -$3.39K -55 -0.1%
HAG
436
HF Advisory Group
Maryland
$3.22M +$83.2K +1,352 +3%
CWM
437
Congress Wealth Management
Massachusetts
$3.21M +$3.09M +50,220 New
CCM
438
Ciovacco Capital Management
Georgia
$3.21M -$68.6K -1,115 -2%
VIA
439
Vickerman Investment Advisors
Washington
$3.18M -$97.1K -1,577 -3%
CPW
440
Catalyst Private Wealth
California
$3.16M -$123 -2 -0%
FWM
441
Fonville Wealth Management
Virginia
$3.15M -$126K -2,052 -4%
TFG
442
Tilson Financial Group
New Jersey
$3.12M +$978K +15,884 +48%
CAS
443
Coppell Advisory Solutions
Texas
$3.11M +$2.99M +48,644 New
ASN
444
Advisory Services Network
Georgia
$3.07M +$129K +2,093 +5%
VC
445
Vicus Capital
Pennsylvania
$3.05M -$36.9K -599 -1%
BCMO
446
Buckingham Capital Management (Ohio)
Ohio
$3.04M -$346K -5,620 -11%
BW
447
BIP Wealth
Georgia
$2.99M +$182K +2,950 +7%
SFA
448
Semmax Financial Advisors
North Carolina
$2.98M -$21.2K -344 -0.7%
Rockefeller Capital Management
449
Rockefeller Capital Management
New York
$2.96M -$6.71M -108,955 -70%
GM
450
GeoWealth Management
Illinois
$2.95M +$87.1K +1,415 +3%