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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NEWAS
26
N.E.W. Advisory Services
Wisconsin
$57.4M +$5.03M +104,420 +9%
MIAN
27
Mariner Independent Advisor Network
Kansas
$53.6M +$9.76M +202,556 +21%
WWG
28
West Wealth Group
California
$49.7M +$662K +13,730 +1%
Carson Wealth (CWM LLC)
29
Carson Wealth (CWM LLC)
Nebraska
$48.7M +$4.94M +102,496 +10%
RJFSA
30
Raymond James Financial Services Advisors
Florida
$46.6M +$13.4M +278,094 +36%
APW
31
Austin Private Wealth
Texas
$44M +$12.9M +268,438 +37%
GP
32
Girard Partners
Pennsylvania
$42.6M +$6.71M +139,227 +17%
HGWM
33
Horst & Graben Wealth Management
Oregon
$41.9M +$5.23M +108,431 +13%
Ameriprise
34
Ameriprise
Minnesota
$41.8M -$59.9M -1,242,412 -57%
SFS
35
Security Financial Services
Indiana
$40.5M +$2.97M +61,605 +7%
WANY
36
Wealthspire Advisors (New York)
New York
$39.6M +$43.1M +893,556 New
ACA
37
Aptus Capital Advisors
Alabama
$38.6M +$6.91M +143,411 +20%
SB
38
Strategic Blueprint
Georgia
$38.1M +$1.63M +33,728 +4%
GAG
39
GM Advisory Group
New York
$36.6M +$2.87M +59,467 +8%
IWP
40
IAG Wealth Partners
Wisconsin
$36.6M +$8.62M +178,805 +28%
UBS Group
41
UBS Group
Switzerland
$36.5M +$18M +372,872 +83%
AFG
42
Affinia Financial Group
Massachusetts
$36.4M +$483K +10,028 +1%
ODG
43
O'Dell Group
Ohio
$35.9M +$2.14M +44,436 +6%
CW
44
CreativeOne Wealth
Kansas
$35.5M +$4.18M +86,680 +12%
OWA
45
One Wealth Advisors
California
$34.3M +$5.3M +110,020 +17%
GVAG
46
Great Valley Advisor Group
Delaware
$33.8M +$404K +8,388 +1%
NPI
47
New Perspectives Inc
Mississippi
$33.4M +$755K +15,670 +2%
CWM
48
CCG Wealth Management
California
$33M +$5.43M +112,610 +18%
ACM
49
Advance Capital Management
Michigan
$32.9M +$377K +7,829 +1%
ACG
50
Allen Capital Group
Nebraska
$32.3M +$9.45M +196,091 +37%