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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFP
26
Shepherd Financial Partners
Massachusetts
$25.7M -$2.22M -56,901 -8%
ACG
27
Allen Capital Group
Nebraska
$24.1M -$5.52M -141,699 -19%
MAS
28
Managed Account Services
Florida
$23.7M +$720K +18,490 +3%
State Street
29
State Street
Massachusetts
$23.5M -$9.29M -238,583 -29%
PAG
30
Private Advisor Group
New Jersey
$22.2M +$1.46M +37,498 +7%
LWA
31
Lenox Wealth Advisors
New York
$21.8M +$1.34M +34,474 +7%
CFG
32
Cooper Financial Group
California
$21.5M +$476K +12,224 +2%
SA
33
Stewardship Advisors
Pennsylvania
$20.9M +$409K +10,509 +2%
AWM
34
AE Wealth Management
Kansas
$20.8M +$16.4M +422,054 +395%
IWP
35
IAG Wealth Partners
Wisconsin
$20.1M +$372K +9,566 +2%
CIA
36
Compass Ion Advisors
Pennsylvania
$19.9M +$2.57M +66,026 +15%
RJFSA
37
Raymond James Financial Services Advisors
Florida
$19.8M +$1.88M +48,163 +11%
SS
38
Simplicity Solutions
Minnesota
$19.8M +$16.8M +431,769 +613%
DA
39
Detalus Advisors
Missouri
$19.4M -$839K -21,558 -4%
GVAG
40
Great Valley Advisor Group
Delaware
$19M +$1.82M +46,718 +11%
SB
41
Strategic Blueprint
Georgia
$19M +$664K +17,041 +4%
GLA
42
Good Life Advisors
Pennsylvania
$18.6M +$3.25M +83,388 +21%
MGIA
43
Moneta Group Investment Advisors
Missouri
$18.4M -$43.8K -1,126 -0.2%
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$17.6M -$3.42M -87,836 -16%
CCMG
45
Clark Capital Management Group
Pennsylvania
$17.4M +$17.3M +443,238 New
MIAN
46
Mariner Independent Advisor Network
Kansas
$16.9M +$15.5M +399,248 +1,334%
EWM
47
Executive Wealth Management
Michigan
$16.6M +$2.36M +60,631 +17%
APC
48
Aspire Private Capital
North Carolina
$16.5M +$5.91M +151,753 +57%
AC
49
Alexandria Capital
Virginia
$16M +$1.56M +40,133 +11%
BC
50
Brio Consultants
California
$15.8M +$1.24M +31,974 +9%