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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MA
426
MKT Advisors
California
$7.74M +$2.36M +35,094 +49%
TVWM
427
Tower View Wealth Management
Wisconsin
$7.73M +$457K +6,800 +7%
BBPWM
428
Blue Bell Private Wealth Management
Pennsylvania
$7.72M +$1.64M +24,374 +30%
MAM
429
MMA Asset Management
Pennsylvania
$7.71M +$140K +2,088 +2%
MWM
430
Meridian Wealth Management
Kentucky
$7.67M +$357K +5,313 +5%
T
431
Transce3nd
Texas
$7.6M +$184K +2,735 +3%
RWP
432
RWA Wealth Partners
Massachusetts
$7.55M +$6.55M +97,436 +1,515%
William Blair & Company
433
William Blair & Company
Illinois
$7.51M +$76.2K +1,133 +1%
WAM
434
Worth Asset Management
Texas
$7.4M +$213K +3,169 +3%
ECM
435
Evergreen Capital Management
Washington
$7.37M -$2.2M -32,657 -24%
SPI
436
Sutton Place Investors
New York
$7.37M -$1.81M -26,975 -21%
AFAS
437
Acorn Financial Advisory Services
Virginia
$7.29M -$342K -5,089 -5%
BSG
438
Black Swift Group
Colorado
$7.28M +$3.31M +49,262 +97%
WCM
439
Wealthcare Capital Management
Virginia
$7.1M -$777K -11,561 -11%
CCA
440
Cooper Capital Advisors
California
$7.07M +$179K +2,662 +3%
WMR
441
Wealth Management Resources
Rhode Island
$7.01M +$459K +6,826 +8%
FWP
442
Firethorn Wealth Partners
Georgia
$7.01M -$2.59M -38,547 -29%
CWM
443
Congress Wealth Management
Massachusetts
$6.93M +$25.9K +385 +0.4%
CIA
444
Concurrent Investment Advisors
Florida
$6.91M +$1.98M +29,397 +45%
SFP
445
Shepherd Financial Partners
Massachusetts
$6.89M +$247K +3,680 +4%
MHB
446
Midwest Heritage Bank
Iowa
$6.88M -$97.6K -1,452 -2%
Empower Advisory Group
447
Empower Advisory Group
Colorado
$6.87M +$5.72M +85,084 +902%
MWAM
448
Manhattan West Asset Management
California
$6.86M -$21.5K -319 -0.3%
RFG
449
Range Financial Group
Oregon
$6.77M -$221K -3,289 -3%
RFS
450
Richardson Financial Services
Massachusetts
$6.77M +$815K +12,125 +15%