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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JWA
476
JFS Wealth Advisors
Pennsylvania
$292K +$314 +6 +0.1%
MIM
477
Macroview Investment Management
Maryland
$291K
SPWM
478
Straight Path Wealth Management
Michigan
$288K -$471 -9 -0.2%
NG
479
Northstar Group
New York
$287K
RFN
480
Redwood Financial Network
Ohio
$287K +$283K +5,409 New
RIM
481
Rockbridge Investment Management
New York
$282K -$15.1K -288 -5%
CPWA
482
Cerro Pacific Wealth Advisors
California
$282K
CA
483
Claris Advisors
Missouri
$282K
MP
484
McDonald Partners
Ohio
$282K +$278K +5,314 New
IFWM
485
Institute for Wealth Management
Colorado
$280K
LWM
486
Liberty Wealth Management
California
$280K +$277K +5,286 New
FPW
487
Flagship Private Wealth
Massachusetts
$275K +$14.1K +270 +6%
USCWA
488
U.S. Capital Wealth Advisors
Texas
$268K +$264K +5,038 New
RCAG
489
Rehmann Capital Advisory Group
Michigan
$267K -$314 -6 -0.1%
WS
490
Wedbush Securities
California
$265K +$26.3K +503 +11%
CW
491
Connectus Wealth
Ohio
$262K +$246K +4,695 New
SCFS
492
S.C. Financial Services
Arizona
$259K -$25.1K -480 -9%
Prudential Financial
493
Prudential Financial
New Jersey
$258K +$254K +4,850 New
SGK
494
Steigerwald Gordon & Koch
Virginia
$255K
EAM
495
Empirical Asset Management
Massachusetts
$248K +$245K +4,672 New
ATC
496
Argent Trust Co
Tennessee
$245K -$12.4K -237 -5%
SEI Investments
497
SEI Investments
Pennsylvania
$245K -$4.4K -84 -2%
LSA
498
Lansing Street Advisors
Pennsylvania
$243K +$242K +4,625 New
CG
499
Colony Group
Massachusetts
$241K
TCMP
500
Thrive Capital Management (Pennsylvania)
Pennsylvania
$238K -$11.7K -223 -5%