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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SPC
451
Sigma Planning Corp
Michigan
$706K +$23.4K +517 +3%
ASN
452
Advisory Services Network
Georgia
$698K -$130K -2,871 -16%
SFM
453
Signet Financial Management
New Jersey
$690K -$110K -2,423 -14%
BCI
454
Brinker Capital Investments
Pennsylvania
$680K +$4.84K +107 +0.7%
MC
455
Moors & Cabot
Massachusetts
$677K +$680K +15,053 New
RSWM
456
Robertson Stephens Wealth Management
California
$676K -$40K -885 -6%
JSA
457
Jacobson & Schmitt Advisors
Wisconsin
$671K
AMM
458
American Money Management
California
$668K +$19.2K +424 +3%
FFA
459
Farther Finance Advisors
California
$663K +$666K +14,734 New
CWS
460
Confluence Wealth Services
Pennsylvania
$663K -$359K -7,934 -35%
RWM
461
Ritholtz Wealth Management
New York
$646K +$222K +4,919 +52%
William Blair & Company
462
William Blair & Company
Illinois
$639K +$67.8K +1,500 +12%
Two Sigma Investments
463
Two Sigma Investments
New York
$634K -$1.97M -43,600 -76%
PNC Financial Services Group
464
PNC Financial Services Group
Pennsylvania
$633K +$119K +2,624 +23%
BFG
465
Bleakley Financial Group
New Jersey
$631K +$634K +14,020 New
HA
466
Hofer & Associates
California
$614K +$617K +13,645 New
MOS
467
MGO One Seven
Ohio
$614K +$678 +15 +0.1%
QA
468
Quantitative Advantage
Minnesota
$611K +$106K +2,351 +21%
CFP
469
Cypress Financial Planning
New Jersey
$605K +$22.4K +495 +4%
RCA
470
Ranch Capital Advisors
Florida
$599K +$16.3K +361 +3%
SIA
471
Strategic Investment Advisors
Michigan
$590K +$593K +13,113 New
C
472
Certuity
Florida
$589K
UCFA
473
United Capital Financial Advisors
Texas
$587K -$86.6K -1,916 -13%
ADL
474
Asset Dedication LLC
California
$585K -$10.7K -236 -2%
RCM
475
Raleigh Capital Management
North Carolina
$576K -$204K -4,505 -26%