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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AA
451
Alesco Advisors
New York
$2M -$14.9K -285 -0.8%
WCA
452
Westover Capital Advisors
Delaware
$1.98M +$39.4K +752 +2%
AWM
453
Axxcess Wealth Management
California
$1.98M -$203K -3,880 -10%
OFG
454
Oxford Financial Group
Indiana
$1.97M +$1.85M +35,226 New
GKWIM
455
Gerber Kawasaki Wealth & Investment Management
California
$1.95M +$1.82M +34,828 New
ODIJL
456
One Day In July LLC
Vermont
$1.92M +$1.8M +34,372 New
SL
457
SWMG LLC
Texas
$1.9M +$1.43M +27,315 +414%
AC
458
Apella Capital
Connecticut
$1.89M -$749K -14,306 -29%
WT
459
Whittier Trust
California
$1.87M -$7.07K -135 -0.4%
SDWMA
460
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.86M
FWI
461
Facet Wealth Inc
Maryland
$1.86M -$129K -2,453 -7%
FTDI
462
First Trust Direct Indexing
Massachusetts
$1.83M +$405K +7,736 +31%
Susquehanna International Group
463
Susquehanna International Group
Pennsylvania
$1.82M +$1.49M +28,434 +681%
CCM
464
Coldstream Capital Management
Washington
$1.82M -$40.5K -774 -2%
USCWA
465
U.S. Capital Wealth Advisors
Texas
$1.81M +$216K +4,126 +15%
RWA
466
Rooted Wealth Advisors
Illinois
$1.8M -$429K -8,188 -21%
SWM
467
Schwallier Wealth Management
Michigan
$1.79M +$1.68M +32,016 New
BCFS
468
Butensky & Cohen Financial Security
Florida
$1.78M -$34.6K -661 -2%
WP
469
WealthShield Partners
North Carolina
$1.76M +$1.57M +30,009 +1,918%
RFA
470
Resurgent Financial Advisors
Georgia
$1.75M +$969K +18,488 +143%
IWS
471
Integrity Wealth Solutions
Colorado
$1.73M +$1.63M +31,023 New
RWPA
472
Richard W. Paul & Associates
Michigan
$1.71M -$68.5K -1,307 -4%
ECA
473
Elevated Capital Advisors
Utah
$1.7M -$125K -2,389 -7%
FC
474
Forte Capital
New York
$1.69M -$27.7K -528 -2%
MPCL
475
My Personal CFO LLC
Washington
$1.68M