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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$66.8M -$5.88M -125,979 -7%
HighTower Advisors
27
HighTower Advisors
Illinois
$60M +$40.5M +868,072 +155%
NEWAS
28
N.E.W. Advisory Services
Wisconsin
$57.3M +$3.26M +69,819 +5%
GAG
29
GM Advisory Group
New York
$56M +$23.7M +507,678 +61%
TLIC
30
Taiyo Life Insurance Company
Japan
$53.1M +$59.1M +1,265,000 New
APW
31
Austin Private Wealth
Texas
$50M +$9.23M +197,673 +20%
RJFSA
32
Raymond James Financial Services Advisors
Florida
$49.6M +$6.09M +130,455 +12%
Ameriprise
33
Ameriprise
Minnesota
$48M +$9.4M +201,264 +21%
WWG
34
West Wealth Group
California
$47M -$62.9K -1,347 -0.1%
MIAN
35
Mariner Independent Advisor Network
Kansas
$45.4M -$4.75M -101,796 -9%
GP
36
Girard Partners
Pennsylvania
$43.1M +$3.06M +65,478 +7%
HGWM
37
Horst & Graben Wealth Management
Oregon
$43.1M +$3.79M +81,151 +9%
SFS
38
Security Financial Services
Indiana
$40M +$1.87M +40,011 +4%
CW
39
CreativeOne Wealth
Kansas
$39M +$5.95M +127,491 +16%
UBS Group
40
UBS Group
Switzerland
$38.1M +$3.87M +82,777 +10%
SB
41
Strategic Blueprint
Georgia
$37.6M +$1.68M +36,066 +4%
ACA
42
Aptus Capital Advisors
Alabama
$37.2M +$767K +16,420 +2%
OWA
43
One Wealth Advisors
California
$37M +$4.99M +106,824 +14%
WANY
44
Wealthspire Advisors (New York)
New York
$35.8M -$1.89M -40,555 -5%
ACM
45
AlphaStar Capital Management
North Carolina
$35.7M +$12M +257,465 +43%
IWP
46
IAG Wealth Partners
Wisconsin
$35.5M +$936K +20,050 +2%
ODG
47
O'Dell Group
Ohio
$35.1M +$1.23M +26,387 +3%
BFG
48
Buttonwood Financial Group
Missouri
$33.8M +$9M +192,815 +31%
BFA
49
Brown Financial Advisory
Alabama
$32.4M +$4.27M +91,457 +13%
NPI
50
New Perspectives Inc
Mississippi
$32.1M +$474K +10,158 +1%