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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TVAMP
26
Tennessee Valley Asset Management Partners
Tennessee
$87M +$24.9M +530,828 +42%
Wells Fargo
27
Wells Fargo
California
$83M -$4.59M -97,886 -5%
KW
28
KWB Wealth
California
$79.9M +$1.1M +23,512 +1%
GWP
29
Gateway Wealth Partners
Wisconsin
$75.4M +$2.39M +50,900 +3%
NEWAS
30
N.E.W. Advisory Services
Wisconsin
$75M +$3.74M +79,652 +5%
ACM
31
AlphaStar Capital Management
North Carolina
$72.4M +$20M +426,629 +37%
CIAS
32
CFS Investment Advisory Services
New Jersey
$72.2M -$7.16M -152,646 -9%
Ameriprise
33
Ameriprise
Minnesota
$67.3M +$3.55M +75,723 +6%
APW
34
Austin Private Wealth
Texas
$66.7M +$2.39M +50,981 +4%
ACA
35
Aptus Capital Advisors
Alabama
$60.8M +$19.3M +411,660 +48%
RJFSA
36
Raymond James Financial Services Advisors
Florida
$59.6M -$6.09M -129,898 -9%
HighTower Advisors
37
HighTower Advisors
Illinois
$58.3M -$6.88M -146,538 -11%
GRP
38
Global Retirement Partners
California
$55.5M +$26.3M +560,342 +94%
HGWM
39
Horst & Graben Wealth Management
Oregon
$55.5M +$2.83M +60,365 +6%
GP
40
Girard Partners
Pennsylvania
$54.9M +$7.53M +160,526 +16%
SWP
41
Stratos Wealth Partners
Ohio
$51.1M +$28.6M +608,763 +135%
WWG
42
West Wealth Group
California
$51M +$318K +6,771 +0.6%
DCM
43
Davidson Capital Management
Texas
$50.6M +$23.8M +507,249 +93%
PCA
44
Prosperity Capital Advisors
Ohio
$47.9M +$20.4M +435,819 +78%
IWP
45
IAG Wealth Partners
Wisconsin
$46.3M +$1.92M +41,002 +4%
OWA
46
One Wealth Advisors
California
$45.4M -$80.4K -1,713 -0.2%
WANY
47
Wealthspire Advisors (New York)
New York
$43.9M +$522K +11,119 +1%
SFS
48
Security Financial Services
Indiana
$42.2M -$2.47M -52,564 -6%
IWC
49
Integrated Wealth Concepts
Massachusetts
$41.9M +$25M +532,788 +158%
ODG
50
O'Dell Group
Ohio
$40.9M +$202K +4,304 +0.5%