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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFG
26
Cooper Financial Group
California
$18.4M +$2.5M +69,786 +13%
RJFSA
27
Raymond James Financial Services Advisors
Florida
$15.1M +$10.9M +303,720 +155%
SA
28
Stewardship Advisors
Pennsylvania
$14.8M +$8.35M +232,609 +91%
DA
29
Detalus Advisors
Missouri
$14.7M +$8.68M +241,845 +99%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$13.9M -$1.88M -52,514 -10%
LWA
31
Lenox Wealth Advisors
New York
$13.5M +$6.75M +188,012 +73%
NA
32
Nottingham Advisors
New York
$13.4M +$15.5M +432,207 New
MAS
33
Managed Account Services
Florida
$13.1M +$6.6M +183,969 +70%
Ameriprise
34
Ameriprise
Minnesota
$13M -$9.71M -270,724 -39%
FAAM
35
First Ascent Asset Management
Colorado
$12.7M +$467K +13,018 +3%
PWG
36
Private Wealth Group
Florida
$12.6M +$15M +417,687 New
ACA
37
Aptus Capital Advisors
Alabama
$12.6M -$97.2K -2,708 -0.6%
MGIA
38
Moneta Group Investment Advisors
Missouri
$12.3M +$2.79M +77,870 +24%
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$12.1M -$2.3M -64,180 -14%
IWP
40
IAG Wealth Partners
Wisconsin
$11.9M +$3.94M +109,716 +39%
WCFA
41
Walkner Condon Financial Advisors
Wisconsin
$11.3M +$1.4M +38,932 +12%
BC
42
Brio Consultants
California
$11.3M +$836K +23,301 +7%
Wells Fargo
43
Wells Fargo
California
$11.2M +$3.16M +88,175 +31%
AAS
44
Annex Advisory Services
Wisconsin
$10.9M -$228K -6,356 -2%
SRSA
45
S.R. Schill & Associates
Washington
$10.8M +$12.8M +355,523 New
K
46
Kemper
Illinois
$10.6M
SFP
47
Strategic Financial Partners
Oregon
$10.6M -$3.48M -97,023 -22%
JWM
48
Jackson Wealth Management
Florida
$10.3M -$6.51M -181,403 -38%
UBS Group
49
UBS Group
Switzerland
$10.3M -$2.95M -82,315 -19%
Royal Bank of Canada
50
Royal Bank of Canada
Ontario, Canada
$10.1M +$11.8M +328,306 +7,662%