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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
G
26
GenTrust
Florida
$68.2M +$721K +13,902 +1%
BlackRock
27
BlackRock
New York
$65.1M +$13.8M +266,782 +26%
CIAS
28
CFS Investment Advisory Services
New Jersey
$59.3M +$61M +1,176,185 New
PWG
29
Private Wealth Group
Florida
$50.5M -$332K -6,392 -0.6%
AFG
30
Affinia Financial Group
Massachusetts
$42.7M +$581K +11,208 +1%
DJSG
31
D.J. St. Germain
Massachusetts
$42.3M +$25.3M +487,535 +139%
CPA
32
Clear Perspective Advisors
Illinois
$42.3M -$313K -6,041 -0.7%
WANY
33
Wealthspire Advisors (New York)
New York
$41M +$42.1M +812,196 New
LWA
34
Lenox Wealth Advisors
New York
$40.8M +$1.97M +37,910 +5%
AIM
35
Astor Investment Management
Illinois
$40.7M -$2.55M -49,146 -6%
NPI
36
New Perspectives Inc
Mississippi
$39M +$1.14M +22,039 +3%
Thrivent Financial for Lutherans
37
Thrivent Financial for Lutherans
Minnesota
$38.4M
CFG
38
Cooper Financial Group
California
$38.2M -$1.08M -20,873 -3%
ODG
39
O'Dell Group
Ohio
$37M -$884K -17,051 -2%
ACA
40
Aptus Capital Advisors
Alabama
$36.7M +$3.9M +75,129 +12%
MIAN
41
Mariner Independent Advisor Network
Kansas
$36.5M +$3M +57,912 +9%
CA
42
CSM Advisors
Pennsylvania
$34.9M +$1.01M +19,524 +3%
IWP
43
IAG Wealth Partners
Wisconsin
$34.8M +$4.02M +77,532 +13%
SB
44
Strategic Blueprint
Georgia
$33.9M +$2.27M +43,685 +7%
State Street
45
State Street
Massachusetts
$32.8M -$4.47M -86,126 -12%
GVAG
46
Great Valley Advisor Group
Delaware
$31.9M +$2.03M +39,161 +7%
ODFS
47
O'Donnell Financial Services
California
$31.6M +$32.5M +626,413 New
LAS
48
Lloyd Advisory Services
Georgia
$30.6M -$915K -17,650 -3%
GLA
49
Good Life Advisors
Pennsylvania
$30.6M +$612K +11,797 +2%
LFAS
50
Level Four Advisory Services
Texas
$30.3M +$29.6M +571,164 +1,904%