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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
26
UBS Group
Switzerland
$7.45M +$997K +31,606 +14%
SFG
27
StrategIQ Financial Group
Indiana
$7.4M +$448K +14,203 +6%
CWSR
28
Chessman Wealth Strategies RIA
Texas
$7.35M +$7.84M +248,481 +8,104%
RFM
29
Royal Fund Management
Florida
$6.99M +$5.2M +164,940 +222%
RWM
30
Ritholtz Wealth Management
New York
$6.86M +$4.36M +138,246 +143%
CA
31
Continuum Advisory
Idaho
$6.56M -$461K -14,619 -6%
W
32
Wealthquest
Ohio
$6.24M +$6.73M +213,507 New
Citadel Advisors
33
Citadel Advisors
Florida
$5.86M +$5.46M +173,004 +628%
TCM
34
Towercrest Capital Management
Pennsylvania
$5.77M -$75K -2,378 -1%
AWMG
35
Alliance Wealth Management Group
New Jersey
$5.76M -$75.1K -2,382 -1%
WPSG
36
Wealth & Pension Services Group
Georgia
$5.75M -$3.34M -105,978 -35%
WCM
37
Windsor Capital Management
Arizona
$5.45M +$776K +24,618 +15%
GP
38
Girard Partners
Pennsylvania
$5.07M +$848K +26,886 +18%
PAG
39
Pinnacle Advisory Group
Maryland
$4.97M +$4.22M +133,931 +369%
FIM
40
Frontier Investment Management
Texas
$4.64M +$93.7K +2,971 +2%
JFA
41
JNBA Financial Advisors
Minnesota
$4.48M +$4.84M +153,435 New
MAS
42
Managed Account Services
Florida
$4.35M +$756K +23,981 +21%
Envestnet Asset Management
43
Envestnet Asset Management
Illinois
$4.29M +$4.44M +140,637 +2,200%
SWP
44
Strategic Wealth Partners
Ohio
$4.28M +$1M +31,755 +32%
RJA
45
Raymond James & Associates
Florida
$4.23M +$2.98M +94,596 +188%
HighTower Advisors
46
HighTower Advisors
Illinois
$4.16M +$5.36K +170 +0.1%
LPL Financial
47
LPL Financial
California
$4.12M -$337K -10,690 -7%
VBFP
48
Valtinson Bruner Financial Planning
Minnesota
$4.04M +$4.36M +138,189 New
Cambridge Investment Research Advisors
49
Cambridge Investment Research Advisors
Iowa
$3.67M -$1.77M -56,109 -31%
CA
50
Corrado Advisors
New Jersey
$3.66M -$264K -8,373 -6%