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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AA
26
Advisory Alpha
Michigan
$37.8M +$542K +12,986 +2%
PAG
27
Private Advisor Group
New Jersey
$35.3M +$9.97M +239,157 +42%
CPA
28
Clear Perspective Advisors
Illinois
$34.8M -$5.73M -137,514 -15%
AFG
29
Affinia Financial Group
Massachusetts
$34.6M +$208K +4,980 +0.6%
ODG
30
O'Dell Group
Ohio
$34.3M -$1.3M -31,237 -4%
PWG
31
Private Wealth Group
Florida
$34.2M -$14.8M -354,553 -31%
CFG
32
Cooper Financial Group
California
$32.9M +$8.38M +200,911 +37%
AWM
33
AE Wealth Management
Kansas
$31.7M +$8.02M +192,224 +36%
FAIM
34
Financial Advocates Investment Management
Washington
$31.2M +$854K +20,480 +3%
MIAN
35
Mariner Independent Advisor Network
Kansas
$30.6M +$11.2M +267,756 +62%
SW
36
SteelPeak Wealth
California
$27.8M +$26.4M +632,929 New
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$27M +$6.96M +166,896 +37%
State Street
38
State Street
Massachusetts
$27M +$663K +15,909 +3%
LWA
39
Lenox Wealth Advisors
New York
$26.2M +$1.8M +43,059 +8%
MAS
40
Managed Account Services
Florida
$26.1M -$193K -4,623 -0.8%
ACG
41
Allen Capital Group
Nebraska
$25M -$759K -18,204 -3%
SB
42
Strategic Blueprint
Georgia
$24.8M +$3.41M +81,662 +17%
IWP
43
IAG Wealth Partners
Wisconsin
$24.5M +$1.88M +45,162 +9%
BFA
44
Brown Financial Advisory
Alabama
$22.9M +$21.7M +520,033 New
BC
45
Brio Consultants
California
$22.7M +$4.75M +113,835 +28%
SS
46
Simplicity Solutions
Minnesota
$22.4M +$321K +7,693 +2%
DA
47
Detalus Advisors
Missouri
$21.9M +$206K +4,934 +1%
GVAG
48
Great Valley Advisor Group
Delaware
$21.8M +$501K +12,008 +2%
SFP
49
Strategic Financial Partners
Oregon
$21.5M +$10.3M +246,065 +101%
ACA
50
Aptus Capital Advisors
Alabama
$21.4M +$5.21M +125,032 +35%