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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
$12.8M +$134K +3,964 +1%
ACA
27
Aptus Capital Advisors
Alabama
$12.5M +$3.86M +113,752 +46%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$12.5M +$4.69M +138,365 +62%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$12.1M +$4.08M +120,319 +52%
RJA
30
Raymond James & Associates
Florida
$11.5M +$2.25M +66,432 +25%
CPA
31
Clear Perspective Advisors
Illinois
$10.8M +$4.45M +131,228 +72%
K
32
Kemper
Illinois
$10.8M
JFA
33
JNBA Financial Advisors
Minnesota
$10.6M +$3.64M +107,283 +53%
RFM
34
Royal Fund Management
Florida
$10.5M +$550K +16,218 +6%
BC
35
Brio Consultants
California
$10.1M +$639K +18,845 +7%
SFG
36
StrategIQ Financial Group
Indiana
$9.96M +$294K +8,664 +3%
ODCM
37
Old Dominion Capital Management
Virginia
$9.85M -$172K -5,088 -2%
MGIA
38
Moneta Group Investment Advisors
Missouri
$9.82M +$6.68M +197,191 +227%
VCM
39
Vivaldi Capital Management
Illinois
$9.74M +$3.41M +100,557 +55%
MFT
40
Moisand Fitzgerald Tamayo
Florida
$9.55M +$67.5K +1,991 +0.7%
GP
41
Girard Partners
Pennsylvania
$8.24M +$1.07M +31,489 +15%
WCM
42
Windsor Capital Management
Arizona
$7.62M +$542K +15,988 +8%
W
43
Wealthquest
Ohio
$7.58M -$580K -17,105 -7%
PAG
44
Pinnacle Advisory Group
Maryland
$7.28M +$566K +16,710 +9%
WPSG
45
Wealth & Pension Services Group
Georgia
$7.19M +$412K +12,146 +6%
CF
46
Copperwynd Financial
Arizona
$7.04M -$564K -16,633 -8%
CCM
47
Coldstream Capital Management
Washington
$6.99M +$1.34M +39,569 +24%
Mariner
48
Mariner
Kansas
$6.82M +$898K +26,508 +16%
TCM
49
Towercrest Capital Management
Pennsylvania
$6.65M -$158K -4,664 -2%
AWMG
50
Alliance Wealth Management Group
New Jersey
$6.52M -$279K -8,220 -4%