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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
26
Carson Wealth (CWM LLC)
Nebraska
$49.8M
PWG
27
Private Wealth Group
Florida
$47.7M +$11.2M +247,158 +32%
AIM
28
Astor Investment Management
Illinois
$40.4M -$4.06M -89,559 -9%
AFG
29
Affinia Financial Group
Massachusetts
$38.8M +$42.6K +940 +0.1%
Thrivent Financial for Lutherans
30
Thrivent Financial for Lutherans
Minnesota
$36.7M
CPA
31
Clear Perspective Advisors
Illinois
$36.2M -$683K -15,051 -2%
ODG
32
O'Dell Group
Ohio
$35M -$1.41M -31,091 -4%
CFG
33
Cooper Financial Group
California
$34.3M -$526K -11,605 -2%
LWA
34
Lenox Wealth Advisors
New York
$30.7M +$2.76M +60,822 +10%
MIAN
35
Mariner Independent Advisor Network
Kansas
$29.6M -$2.77M -61,050 -9%
ACA
36
Aptus Capital Advisors
Alabama
$29.1M +$6.25M +137,720 +28%
BlackRock
37
BlackRock
New York
$29M +$17.8M +392,800 +171%
LAS
38
Lloyd Advisory Services
Georgia
$29M +$27.5M +607,392 +3,996%
SB
39
Strategic Blueprint
Georgia
$27.8M +$1.5M +33,150 +6%
FAIM
40
Financial Advocates Investment Management
Washington
$27.4M -$5.46M -120,302 -17%
IWP
41
IAG Wealth Partners
Wisconsin
$27.2M +$1.25M +27,464 +5%
MAS
42
Managed Account Services
Florida
$26.7M -$236K -5,212 -0.9%
SFP
43
Strategic Financial Partners
Oregon
$25.9M +$3.03M +66,812 +14%
State Street
44
State Street
Massachusetts
$25.6M -$2.88M -63,491 -10%
BFA
45
Brown Financial Advisory
Alabama
$25.4M +$1.16M +25,525 +5%
AA
46
Advisory Alpha
Michigan
$25.2M -$14.5M -320,790 -37%
GVAG
47
Great Valley Advisor Group
Delaware
$25.1M +$1.98M +43,690 +9%
BC
48
Brio Consultants
California
$24.8M +$765K +16,865 +3%
GLA
49
Good Life Advisors
Pennsylvania
$24.6M +$2.07M +45,624 +9%
DA
50
Detalus Advisors
Missouri
$23.9M +$620K +13,663 +3%