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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PIA
426
Perennial Investment Advisors
California
$6.37M +$5.03M +72,592 +365%
CCA
427
Cooper Capital Advisors
California
$6.36M +$6.39M +92,198 New
WP
428
WealthPLAN Partners
Nebraska
$6.28M -$423K -6,102 -6%
ATPW
429
Ashton Thomas Private Wealth
Arizona
$6.23M +$2.99M +43,129 +91%
LCC
430
Lincoln Capital Corp
Rhode Island
$6.22M +$169K +2,443 +3%
MCWS
431
McKinley Carter Wealth Services
West Virginia
$6.17M -$607K -8,750 -9%
DJSG
432
D.J. St. Germain
Massachusetts
$6.17M -$263K -3,789 -4%
Bank of New York Mellon
433
Bank of New York Mellon
New York
$6.11M +$3.32M +47,898 +118%
JCFM
434
JBR Co Financial Management
Oklahoma
$6.09M +$1.18M +17,011 +24%
NGA
435
Naples Global Advisors
Florida
$6.08M +$1.12M +16,225 +23%
WWP
436
Wise Wealth Partners
Arizona
$6.07M +$6.1M +88,047 New
TIM
437
Tortoise Investment Management
New York
$6.06M +$1.39M +20,047 +30%
BNP Paribas Financial Markets
438
BNP Paribas Financial Markets
France
$6.05M -$318K -4,592 -5%
GKWIM
439
Gerber Kawasaki Wealth & Investment Management
California
$6.04M +$830K +11,968 +16%
GWANC
440
Guardian Wealth Advisors (North Carolina)
North Carolina
$6.01M -$54.7K -789 -0.9%
AWA
441
Authentikos Wealth Advisory
California
$5.98M -$343K -4,953 -5%
HBT
442
Hills Bank & Trust
Iowa
$5.9M +$2.39M +34,509 +68%
SGI
443
Summit Global Investments
Utah
$5.85M +$244K +3,526 +4%
WMR
444
Wealth Management Resources
Rhode Island
$5.83M +$5.86M +84,505 New
SFC
445
Strategic Financial Concepts
Texas
$5.83M +$4.73M +68,169 +417%
EGA
446
E&G Advisors
Texas
$5.66M +$489K +7,057 +9%
Northern Trust
447
Northern Trust
Illinois
$5.64M -$20K -289 -0.4%
DLHL
448
Donald L. Hagan LLC
Florida
$5.64M +$5.67M +81,746 New
MFT
449
Moisand Fitzgerald Tamayo
Florida
$5.63M -$668K -9,632 -11%
AWA
450
Arete Wealth Advisors
Illinois
$5.6M +$2.12M +30,640 +61%