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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWSR
26
Chessman Wealth Strategies RIA
Texas
$3.86M -$3.13M -97,873 -44%
CA
27
Corrado Advisors
New Jersey
$3.75M +$3.88M +121,195 New
RA
28
RFG Advisory
Alabama
$3.54M +$2.88M +90,177 +370%
UAS
29
United Asset Strategies
New York
$3.24M +$147K +4,603 +5%
WCM
30
Windsor Capital Management
Arizona
$3.19M +$3.3M +103,053 New
Ameriprise
31
Ameriprise
Minnesota
$3.09M +$410K +12,810 +15%
MCWS
32
McKinley Carter Wealth Services
West Virginia
$3.04M +$479K +14,981 +18%
FHC
33
First Heartland Consultants
Missouri
$2.88M +$2.72M +85,149 +1,082%
RWM
34
Ritholtz Wealth Management
New York
$2.81M +$2.9M +90,731 New
CCM
35
Coldstream Capital Management
Washington
$2.6M +$2.69M +84,150 New
IWA
36
Inspirion Wealth Advisors
Illinois
$2.6M +$2.69M +84,059 New
FC
37
Financial Consulate
Maryland
$2.51M +$2.59M +81,044 New
VCM
38
Vivaldi Capital Management
Illinois
$2.33M +$739K +23,116 +44%
Morgan Stanley
39
Morgan Stanley
New York
$2.31M +$1.38M +43,048 +137%
SWP
40
Strategic Wealth Partners
Ohio
$2.23M +$2.27M +70,898 +6,645%
PWPS
41
Pinnacle Wealth Planning Services
Ohio
$2.18M +$1.57M +49,204 +233%
ACG
42
Allen Capital Group
Nebraska
$2.07M +$685K +21,429 +47%
AG
43
Advisor Group
Arizona
$2.06M -$1.49M -46,736 -41%
CFGF
44
Compass Financial Group (Florida)
Florida
$2.04M +$191K +5,967 +10%
MAS
45
Managed Account Services
Florida
$2M +$849K +26,552 +70%
ACM
46
AlphaStar Capital Management
North Carolina
$1.89M +$1.95M +61,056 New
AWM
47
AE Wealth Management
Kansas
$1.88M +$1.06M +33,026 +119%
SS
48
Simplicity Solutions
Minnesota
$1.88M +$1.05M +32,983 +118%
CA
49
Cetera Advisors
Colorado
$1.75M +$846K +26,461 +88%
AAS
50
Annex Advisory Services
Wisconsin
$1.73M +$1.79M +56,048 New