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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFA
451
Pinnacle Family Advisors
Missouri
$2.95M -$878K -14,267 -24%
APP
452
Avantax Planning Partners
Iowa
$2.92M -$5.91K -96 -0.2%
PWM
453
Perigon Wealth Management
California
$2.92M +$77.6K +1,261 +3%
WEG
454
World Equity Group
Illinois
$2.92M +$129K +2,095 +5%
AQR Capital Management
455
AQR Capital Management
Connecticut
$2.89M +$52K +844 +2%
SWM
456
Spire Wealth Management
Virginia
$2.86M +$136K +2,214 +5%
AA
457
Alesco Advisors
New York
$2.82M +$265K +4,301 +11%
FI
458
FWG Investments
Kentucky
$2.8M -$38.7K -628 -1%
AWA
459
Alaska Wealth Advisors
Alaska
$2.79M -$119K -1,935 -4%
LA
460
Lifeworks Advisors
Michigan
$2.77M -$616K -10,009 -19%
JF
461
JSF Financial
California
$2.76M -$4.01M -65,205 -60%
CFS
462
Commonwealth Financial Services
West Virginia
$2.76M +$2.6M +42,280 New
MWC
463
MBM Wealth Consultants
Missouri
$2.76M +$158K +2,569 +6%
WIC
464
Woodmont Investment Counsel
Tennessee
$2.75M
Renaissance Technologies
465
Renaissance Technologies
New York
$2.73M -$1.13M -18,400 -30%
Susquehanna International Group
466
Susquehanna International Group
Pennsylvania
$2.72M -$1.39M -22,609 -35%
VVP
467
Venture Visionary Partners
Ohio
$2.72M -$48.7K -791 -2%
AIS
468
American Investment Services
Massachusetts
$2.71M -$27.1K -440 -1%
EFS
469
Econ Financial Services
Pennsylvania
$2.71M -$1.87M -30,424 -42%
PFS
470
Prospera Financial Services
Texas
$2.68M -$1.15M -18,749 -31%
AAS
471
Annex Advisory Services
Wisconsin
$2.68M -$51.5K -836 -2%
LA
472
LexAurum Advisors
Kansas
$2.67M -$1.22M -19,806 -32%
ATPW
473
Ashton Thomas Private Wealth
Arizona
$2.66M +$301K +4,883 +13%
GT
474
Greenleaf Trust
Michigan
$2.62M
IFPG
475
Intrepid Financial Planning Group
Indiana
$2.62M -$6.34K -103 -0.3%