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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KW
26
KWB Wealth
California
$86.3M +$1.03M +18,984 +1%
BlackRock
27
BlackRock
New York
$83.5M +$11.1M +205,730 +16%
CIAS
28
CFS Investment Advisory Services
New Jersey
$76.2M +$14.2M +263,597 +22%
NEWAS
29
N.E.W. Advisory Services
Wisconsin
$73.1M -$2.48M -45,864 -3%
Carson Wealth (CWM LLC)
30
Carson Wealth (CWM LLC)
Nebraska
$65.7M +$63.5M +1,176,350 New
ARC
31
Advisor Resource Council
Texas
$60.6M +$55.3M +1,023,262 +1,631%
CPA
32
Clear Perspective Advisors
Illinois
$56.5M +$9.36M +173,246 +21%
AIM
33
Astor Investment Management
Illinois
$56.3M +$10.9M +202,619 +25%
ACM
34
Advance Capital Management
Michigan
$53.4M +$51.7M +957,216 New
PWG
35
Private Wealth Group
Florida
$52.5M -$3.32M -61,516 -6%
MIAN
36
Mariner Independent Advisor Network
Kansas
$47.6M +$6.78M +125,558 +17%
Thrivent Financial for Lutherans
37
Thrivent Financial for Lutherans
Minnesota
$45.4M
LWA
38
Lenox Wealth Advisors
New York
$44.3M -$736K -13,623 -2%
WWG
39
West Wealth Group
California
$43.2M +$41.7M +773,161 New
ACA
40
Aptus Capital Advisors
Alabama
$43M +$2.32M +42,932 +6%
AFG
41
Affinia Financial Group
Massachusetts
$41.5M -$1.63M -30,235 -4%
ODG
42
O'Dell Group
Ohio
$41.4M +$539K +9,987 +1%
SB
43
Strategic Blueprint
Georgia
$40M +$2.38M +44,051 +7%
NPI
44
New Perspectives Inc
Mississippi
$39.9M -$3.17M -58,702 -8%
NA
45
Nottingham Advisors
New York
$39.1M +$6.95M +128,791 +22%
CA
46
CSM Advisors
Pennsylvania
$37.9M -$772K -14,300 -2%
GAG
47
GM Advisory Group
New York
$37.6M +$35M +648,454 +2,644%
GVAG
48
Great Valley Advisor Group
Delaware
$37.4M +$2.12M +39,190 +6%
IWP
49
IAG Wealth Partners
Wisconsin
$36.4M -$2.11M -39,067 -6%
GLA
50
Good Life Advisors
Pennsylvania
$36.2M +$2.2M +40,739 +7%