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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ACG
26
Allen Capital Group
Nebraska
$26.4M -$336K -9,780 -1%
GFPC
27
Global Financial Private Capital
Florida
$26.2M +$24.9M +724,050 New
SFP
28
Shepherd Financial Partners
Massachusetts
$25.8M +$130K +3,767 +0.5%
DLIC
29
Daido Life Insurance Company
Japan
$22.4M
MAS
30
Managed Account Services
Florida
$21.3M +$3.97M +115,413 +26%
CCFM
31
Clear Creek Financial Management
Washington
$20.2M -$1.13M -32,779 -6%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$19.4M +$6.97M +202,807 +61%
CFG
33
Cooper Financial Group
California
$19.4M -$2.56M -74,407 -12%
PAG
34
Private Advisor Group
New Jersey
$19.1M +$12.8M +372,468 +243%
LWA
35
Lenox Wealth Advisors
New York
$18.8M +$2.5M +72,630 +16%
DA
36
Detalus Advisors
Missouri
$18.7M +$1.04M +30,127 +6%
IWP
37
IAG Wealth Partners
Wisconsin
$18.2M +$3.7M +107,728 +27%
SA
38
Stewardship Advisors
Pennsylvania
$18.1M +$400K +11,628 +2%
MGIA
39
Moneta Group Investment Advisors
Missouri
$17M +$2.16M +62,916 +15%
SB
40
Strategic Blueprint
Georgia
$16.9M +$7.9M +229,841 +98%
RJFSA
41
Raymond James Financial Services Advisors
Florida
$16.5M -$1.58M -45,875 -9%
CIA
42
Compass Ion Advisors
Pennsylvania
$16M +$15.1M +440,128 New
GVAG
43
Great Valley Advisor Group
Delaware
$15.8M +$6.57M +191,029 +78%
Wells Fargo
44
Wells Fargo
California
$15.8M +$2.28M +66,253 +18%
VCM
45
Vivaldi Capital Management
Illinois
$14.4M +$1.86M +54,195 +17%
FHC
46
First Heartland Consultants
Missouri
$14.3M +$6.8M +197,732 +100%
GLA
47
Good Life Advisors
Pennsylvania
$14.1M +$12M +349,219 +853%
CCM
48
Condor Capital Management
New Jersey
$14.1M +$11.3M +329,121 +546%
ACA
49
Aptus Capital Advisors
Alabama
$13.8M -$1.2M -35,018 -8%
Ameriprise
50
Ameriprise
Minnesota
$13.5M -$1.98M -57,448 -13%