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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ODCM
26
Old Dominion Capital Management
Virginia
$10.1M -$2.76M -86,606 -23%
Wells Fargo
27
Wells Fargo
California
$10M +$250K +7,825 +3%
RFM
28
Royal Fund Management
Florida
$9.56M +$1.55M +48,519 +20%
SFG
29
StrategIQ Financial Group
Indiana
$9.29M +$841K +26,342 +10%
MFT
30
Moisand Fitzgerald Tamayo
Florida
$9.13M +$475K +14,882 +6%
BC
31
Brio Consultants
California
$9.09M -$2.28M -71,470 -21%
RJA
32
Raymond James & Associates
Florida
$8.82M +$3.85M +120,572 +83%
ACA
33
Aptus Capital Advisors
Alabama
$8.27M -$12.1M -377,890 -60%
W
34
Wealthquest
Ohio
$7.86M +$735K +23,021 +11%
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$7.65M +$2.65M +83,138 +57%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$7.39M +$3.09M +96,842 +77%
CF
37
Copperwynd Financial
Arizona
$7.32M +$7.03M +220,303 New
GP
38
Girard Partners
Pennsylvania
$6.88M +$1.06M +33,287 +19%
WCM
39
Windsor Capital Management
Arizona
$6.8M +$569K +17,828 +10%
JFA
40
JNBA Financial Advisors
Minnesota
$6.68M +$1.52M +47,512 +31%
TCM
41
Towercrest Capital Management
Pennsylvania
$6.56M -$4.41K -138 -0.1%
AWMG
42
Alliance Wealth Management Group
New Jersey
$6.55M -$4.41K -138 -0.1%
WPSG
43
Wealth & Pension Services Group
Georgia
$6.51M -$20.3K -636 -0.3%
PAG
44
Pinnacle Advisory Group
Maryland
$6.44M +$757K +23,719 +14%
SWP
45
Strategic Wealth Partners
Ohio
$6.17M +$1.71M +53,422 +41%
CPA
46
Clear Perspective Advisors
Illinois
$6.04M +$4.54M +142,108 +358%
VCM
47
Vivaldi Capital Management
Illinois
$6.03M +$2.31M +72,221 +66%
Mariner
48
Mariner
Kansas
$5.68M +$1.71M +53,628 +46%
MAS
49
Managed Account Services
Florida
$5.43M +$645K +20,203 +15%
CCM
50
Coldstream Capital Management
Washington
$5.41M +$1.41M +44,127 +37%