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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OC
451
Oppenheimer & Co
New York
$312K +$302K +5,591 New
TFA
452
TPG Financial Advisors
Oregon
$311K
JWA
453
JFS Wealth Advisors
Pennsylvania
$306K
MIM
454
Macroview Investment Management
Maryland
$306K +$108 +2 +0%
I
455
INVST
Indiana
$305K +$33.5K +621 +11%
SPWM
456
Straight Path Wealth Management
Michigan
$303K +$293K +5,422 New
RFA
457
Reilly Financial Advisors
California
$302K +$292K +5,406 New
NG
458
Northstar Group
New York
$301K
PPW
459
Pinnacle Private Wealth
Massachusetts
$299K +$289K +5,357 New
CPWA
460
Cerro Pacific Wealth Advisors
California
$296K +$71.8K +1,330 +33%
CA
461
Claris Advisors
Missouri
$296K +$286K +5,300 New
IFWM
462
Institute for Wealth Management
Colorado
$294K -$54.5K -1,009 -16%
SCFS
463
S.C. Financial Services
Arizona
$292K +$289K +5,346 New
FEM
464
Fulcrum Equity Management
Texas
$291K +$282K +5,215 New
MWM
465
MBE Wealth Management
Wisconsin
$288K +$23.4K +434 +9%
FDS
466
Freedom Day Solutions
Texas
$283K +$1.03K +19 +0.4%
RCAG
467
Rehmann Capital Advisory Group
Michigan
$280K +$5.02K +93 +2%
BHWM
468
Bay Harbor Wealth Management
Maryland
$280K -$283K -5,250 -50%
JCM
469
Jacobi Capital Management
Pennsylvania
$280K -$6.21K -115 -2%
PWA
470
PCG Wealth Advisors
Kansas
$276K +$268K +4,954 New
FPW
471
Flagship Private Wealth
Massachusetts
$274K +$265K +4,906 New
BF
472
BOK Financial
Oklahoma
$272K -$294K -5,448 -53%
ATC
473
Argent Trust Co
Tennessee
$271K -$5.4K -100 -2%
Jane Street
474
Jane Street
New York
$268K -$5.8M -107,501 -96%
SGK
475
Steigerwald Gordon & Koch
Virginia
$268K