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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
26
BlackRock
New York
$51.5M +$19.7M +400,968 +64%
PWG
27
Private Wealth Group
Florida
$50.7M -$820K -16,704 -2%
Carson Wealth (CWM LLC)
28
Carson Wealth (CWM LLC)
Nebraska
$49.8M
ARC
29
Advisor Resource Council
Texas
$46.7M +$45.5M +927,139 New
Thrivent Financial for Lutherans
30
Thrivent Financial for Lutherans
Minnesota
$45.4M
AIM
31
Astor Investment Management
Illinois
$43.1M -$512K -10,431 -1%
CPA
32
Clear Perspective Advisors
Illinois
$42.5M +$3.29M +66,944 +9%
AFG
33
Affinia Financial Group
Massachusetts
$40.9M +$177K +3,615 +0.5%
CFG
34
Cooper Financial Group
California
$39.2M +$2.1M +42,715 +6%
LWA
35
Lenox Wealth Advisors
New York
$38.7M +$5.49M +111,948 +17%
NPI
36
New Perspectives Inc
Mississippi
$37.8M +$36.9M +750,902 New
ODG
37
O'Dell Group
Ohio
$37.7M -$38.8K -790 -0.1%
State Street
38
State Street
Massachusetts
$37M +$9.1M +185,498 +34%
CA
39
CSM Advisors
Pennsylvania
$33.9M +$33M +673,022 New
MIAN
40
Mariner Independent Advisor Network
Kansas
$33.5M +$1.41M +28,783 +5%
ACA
41
Aptus Capital Advisors
Alabama
$32.8M +$1.34M +27,396 +4%
SB
42
Strategic Blueprint
Georgia
$31.7M +$1.56M +31,748 +5%
LAS
43
Lloyd Advisory Services
Georgia
$31.4M +$107K +2,171 +0.3%
IWP
44
IAG Wealth Partners
Wisconsin
$30.9M +$1.41M +28,727 +5%
GLA
45
Good Life Advisors
Pennsylvania
$30M +$3.34M +68,112 +13%
GVAG
46
Great Valley Advisor Group
Delaware
$29.8M +$2.62M +53,313 +10%
MML Investors Services
47
MML Investors Services
Massachusetts
$28.4M +$6.44M +131,169 +30%
SFP
48
Strategic Financial Partners
Oregon
$28.4M +$337K +6,865 +1%
BFA
49
Brown Financial Advisory
Alabama
$28.2M +$735K +14,985 +3%
BC
50
Brio Consultants
California
$27.3M +$540K +11,003 +2%