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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WAP
26
Wealthcare Advisory Partners
Pennsylvania
$14.9M +$379K +10,888 +3%
GI
27
Gradient Investments
Minnesota
$14.9M -$11M -316,476 -43%
CFG
28
Cooper Financial Group
California
$14.1M -$1.42M -40,843 -9%
UBS Group
29
UBS Group
Switzerland
$13.4M +$492K +14,143 +4%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$13.4M +$794K +22,834 +6%
RJA
31
Raymond James & Associates
Florida
$12.4M +$830K +23,866 +7%
RFM
32
Royal Fund Management
Florida
$12.2M +$1.62M +46,608 +15%
Morgan Stanley
33
Morgan Stanley
New York
$12M -$946K -27,207 -7%
VCM
34
Vivaldi Capital Management
Illinois
$11.8M +$2.02M +57,980 +21%
BC
35
Brio Consultants
California
$11.5M +$1.26M +36,367 +12%
W
36
Wealthquest
Ohio
$11.1M +$3.41M +98,092 +45%
MGIA
37
Moneta Group Investment Advisors
Missouri
$11M +$1.12M +32,307 +11%
ACM
38
AlphaStar Capital Management
North Carolina
$10.9M +$4.77M +137,279 +78%
K
39
Kemper
Illinois
$10.9M
JFA
40
JNBA Financial Advisors
Minnesota
$10.5M -$239K -6,875 -2%
MFT
41
Moisand Fitzgerald Tamayo
Florida
$10.2M +$579K +16,662 +6%
SFG
42
StrategIQ Financial Group
Indiana
$10.2M +$106K +3,045 +1%
CCMG
43
Clark Capital Management Group
Pennsylvania
$10.1M +$10.1M +291,191 New
LPL Financial
44
LPL Financial
California
$10.1M +$3.66M +105,380 +58%
ODCM
45
Old Dominion Capital Management
Virginia
$9.8M -$140K -4,013 -1%
GP
46
Girard Partners
Pennsylvania
$9.41M +$1.1M +31,504 +13%
Wells Fargo
47
Wells Fargo
California
$9.18M -$3.76M -108,204 -29%
WCM
48
Windsor Capital Management
Arizona
$8.9M +$1.21M +34,893 +16%
PAG
49
Pinnacle Advisory Group
Maryland
$8.48M +$1.14M +32,758 +16%
MAS
50
Managed Account Services
Florida
$8.26M +$2.27M +65,324 +38%