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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
451
Evermay Wealth Management
Virginia
$2.37M +$1.08M +18,521 +93%
WFAG
452
Worth Financial Advisory Group
North Carolina
$2.33M -$34.4K -588 -2%
MA
453
MONECO Advisors
Connecticut
$2.3M -$45.4K -775 -2%
HPA
454
High Probability Advisors
New York
$2.29M +$72.6K +1,239 +3%
CASC
455
Coppell Advisory Solutions Corp
Texas
$2.27M +$2.16M +36,876 New
JCFM
456
JBR Co Financial Management
Oklahoma
$2.26M +$2.15M +36,766 New
ATPW
457
Ashton Thomas Private Wealth
Arizona
$2.26M +$665K +11,362 +45%
FTDI
458
First Trust Direct Indexing
Massachusetts
$2.26M +$233K +3,982 +12%
HWMA
459
Heritage Wealth Management (Arizona)
Arizona
$2.25M -$51.1K -872 -2%
Bank of Montreal
460
Bank of Montreal
Ontario, Canada
$2.24M -$89.5K -1,529 -4%
CCM
461
Condor Capital Management
New Jersey
$2.22M -$132K -2,246 -6%
NWMG
462
National Wealth Management Group
Ohio
$2.17M -$90.8K -1,550 -4%
WCA
463
Westover Capital Advisors
Delaware
$2.15M -$30.5K -520 -1%
PTC
464
Private Trust Company
Ohio
$2.12M -$108K -1,844 -5%
RFA
465
Resurgent Financial Advisors
Georgia
$2.09M +$153K +2,619 +8%
HSG
466
Helen Stephens Group
Texas
$2.08M -$156K -2,656 -7%
JFA
467
JNBA Financial Advisors
Minnesota
$2.07M -$413K -7,045 -17%
JWCA
468
J.W. Cole Advisors
Florida
$2.07M +$328K +5,593 +20%
MFG
469
MidWestOne Financial Group
Iowa
$2.04M +$1.94M +33,088 New
WT
470
Whittier Trust
California
$2.03M -$26.1K -445 -1%
SDWMA
471
Schneider Downs Wealth Management Advisors
Pennsylvania
$2.03M -$21.5K -367 -1%
TFG
472
Tilson Financial Group
New Jersey
$2.02M +$1.92M +32,849 New
FPAS
473
Focus Partners Advisor Solutions
Missouri
$2.01M +$780K +13,324 +69%
SPWM
474
Schrum Private Wealth Management
Florida
$1.99M +$487K +8,309 +35%
BCFS
475
Butensky & Cohen Financial Security
Florida
$1.99M +$24.9K +426 +1%