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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WWG
26
West Wealth Group
California
$58.9M +$17.5M +334,514 +43%
NEWAS
27
N.E.W. Advisory Services
Wisconsin
$55.5M -$6.27M -119,803 -9%
Carson Wealth (CWM LLC)
28
Carson Wealth (CWM LLC)
Nebraska
$52.9M -$9.47M -180,813 -15%
MIAN
29
Mariner Independent Advisor Network
Kansas
$52.1M +$6.97M +133,079 +16%
AIM
30
Astor Investment Management
Illinois
$51.2M -$2.34M -44,614 -4%
SFS
31
Security Financial Services
Indiana
$45.2M +$13.8M +263,595 +45%
LWA
32
Lenox Wealth Advisors
New York
$44.5M +$2.66M +50,732 +6%
HGWM
33
Horst & Graben Wealth Management
Oregon
$44.4M +$16M +306,054 +58%
SB
34
Strategic Blueprint
Georgia
$43.9M +$5.69M +108,687 +15%
GP
35
Girard Partners
Pennsylvania
$43.7M +$15.3M +292,966 +55%
AFG
36
Affinia Financial Group
Massachusetts
$41.1M +$719K +13,740 +2%
BFG
37
Buttonwood Financial Group
Missouri
$41.1M +$40.5M +772,796 New
RJFSA
38
Raymond James Financial Services Advisors
Florida
$41M +$19.7M +376,426 +95%
GAG
39
GM Advisory Group
New York
$40.7M +$4.91M +93,804 +14%
ODG
40
O'Dell Group
Ohio
$40.7M +$1.25M +23,922 +3%
PWG
41
Private Wealth Group
Florida
$40.7M -$9.08M -173,445 -18%
GVAG
42
Great Valley Advisor Group
Delaware
$40.1M +$4.35M +83,143 +12%
NPI
43
New Perspectives Inc
Mississippi
$39.2M +$1.28M +24,366 +3%
ACM
44
Advance Capital Management
Michigan
$39M -$11.7M -222,674 -23%
ACA
45
Aptus Capital Advisors
Alabama
$38.6M -$2.25M -42,919 -6%
APW
46
Austin Private Wealth
Texas
$38.5M +$14.7M +280,660 +63%
CW
47
CreativeOne Wealth
Kansas
$37.9M +$11.5M +219,757 +44%
T
48
TCWP
Ohio
$37.4M +$31M +592,782 +533%
GLA
49
Good Life Advisors
Pennsylvania
$37.1M +$2.64M +50,325 +8%
LAS
50
Lloyd Advisory Services
Georgia
$35.9M +$3.21M +61,308 +10%