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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LCC
426
Lincoln Capital Corp
Rhode Island
$6.54M +$641K +9,268 +10%
BWM
427
BlackDiamond Wealth Management
New York
$6.52M +$255K +3,693 +4%
LRWM
428
Lord & Richards Wealth Management
Colorado
$6.51M +$3.38M +48,918 +98%
CIC
429
Cutler Investment Counsel
Oregon
$6.49M +$1.77M +25,596 +35%
WAM
430
Worth Asset Management
Texas
$6.49M -$374K -5,409 -5%
TWM
431
Trinity Wealth Management
Pennsylvania
$6.45M +$51.3K +741 +0.8%
TWP
432
Triad Wealth Partners
Kansas
$6.45M +$3.17M +45,872 +88%
VAF
433
Values Added Financial
District of Columbia
$6.39M +$46.8K +676 +0.7%
RFG
434
Range Financial Group
Oregon
$6.34M -$12.4K -180 -0.2%
MHB
435
Midwest Heritage Bank
Iowa
$6.32M -$254K -3,668 -4%
CWM
436
Congress Wealth Management
Massachusetts
$6.25M +$3.5M +50,635 +114%
MWAM
437
Manhattan West Asset Management
California
$6.22M -$1.3M -18,819 -17%
CCA
438
Cooper Capital Advisors
California
$6.22M +$165K +2,382 +3%
ULWM
439
Upper Left Wealth Management
Florida
$6.21M +$1.26M +18,260 +24%
SFP
440
Shepherd Financial Partners
Massachusetts
$5.99M -$150K -2,175 -2%
OMC
441
Old Mission Capital
Illinois
$5.98M +$6.29M +90,884 New
CAG
442
Csenge Advisory Group
Florida
$5.95M -$2.44M -35,320 -27%
APC
443
Aspire Private Capital
North Carolina
$5.95M -$254K -3,668 -4%
WMR
444
Wealth Management Resources
Rhode Island
$5.9M +$357K +5,166 +6%
CWG
445
Cornerstone Wealth Group
North Carolina
$5.89M +$3.29M +47,630 +114%
TIP
446
Tandem Investment Partners
New Jersey
$5.84M +$6.14M +88,745 New
DJSG
447
D.J. St. Germain
Massachusetts
$5.83M -$58K -838 -0.9%
RSA
448
River Street Advisors
Illinois
$5.83M +$747K +10,801 +14%
Jane Street
449
Jane Street
New York
$5.83M +$2.15M +31,158 +54%
FPAS
450
Focus Partners Advisor Solutions
Missouri
$5.78M -$1.25M -18,117 -17%