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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RFN
451
Redwood Financial Network
Ohio
$998K +$29.4K +595 +3%
BRWA
452
B. Riley Wealth Advisors
Florida
$990K +$241K +4,878 +35%
PNC Financial Services Group
453
PNC Financial Services Group
Pennsylvania
$986K +$100K +2,031 +12%
SPWM
454
Schrum Private Wealth Management
Florida
$986K +$137K +2,778 +17%
IA
455
Insight Advisors
Pennsylvania
$975K -$11.2K -226 -1%
FWM
456
Fingerlakes Wealth Management
New York
$970K -$8.69K -176 -0.9%
Koshinski Asset Management
457
Koshinski Asset Management
Illinois
$969K -$236K -4,783 -20%
SWMG
458
Sanchez Wealth Management Group
Florida
$962K +$24.3K +493 +3%
SFG
459
Sovereign Financial Group
Connecticut
$958K +$49 +1 +0%
CB
460
Community Bank
New York
$943K +$53.7K +1,088 +6%
OGF
461
Orin Green Financial
California
$933K -$4.98K -101 -0.6%
LWMNY
462
Landmark Wealth Management (New York)
New York
$918K -$80.9K -1,640 -9%
WIP
463
WealthCare Investment Partners
Rhode Island
$900K -$82.7K -1,676 -9%
DC
464
Davenport & Co
Virginia
$897K +$23.3K +473 +3%
ACM
465
Altrius Capital Management
North Carolina
$888K -$86.2K -1,747 -9%
LFA
466
LGT Financial Advisors
Texas
$886K +$839K +17,002 New
BFG
467
Bleakley Financial Group
New Jersey
$876K +$137K +2,784 +20%
TF
468
TLWM Financial
Texas
$852K +$2.02K +41 +0.3%
MC
469
Moors & Cabot
Massachusetts
$840K +$30.6K +620 +4%
AMM
470
American Money Management
California
$833K +$790 +16 +0.1%
RCA
471
Ranch Capital Advisors
Florida
$823K +$92.4K +1,872 +13%
CTWM
472
Cherry Tree Wealth Management
Minnesota
$820K +$777K +15,738 New
LA
473
Lifeworks Advisors
Michigan
$811K
AWA
474
Arkadios Wealth Advisors
Georgia
$808K +$58.8K +1,191 +8%
CWS
475
Confluence Wealth Services
Pennsylvania
$805K +$15.7K +319 +2%