We are live on ! Find out more
SPYM

State Street SPDR Portfolio S&P 500 ETF
SPYM

Name Holding Trade Value Shares
Change 		Change in
Stake
FEM
476
Fulcrum Equity Management
Texas
$295K +$327 +7 +0.1%
WI
477
Wintrust Investments
Illinois
$293K -$415K -8,890 -56%
AIM
478
Arcadia Investment Management
Michigan
$289K – – –
MCA
479
MSH Capital Advisors
Arizona
$288K +$67.9K +1,454 +27%
DAM
480
Derbend Asset Management
Georgia
$283K -$60.8K -1,301 -16%
IC
481
Innealta Capital
Texas
$283K – – –
SL
482
SWMG LLC
Texas
$282K +$314K +6,718 New
CFA
483
Cahill Financial Advisors
Minnesota
$278K -$194K -4,146 -39%
CIA
484
Capital Investment Advisors
Georgia
$277K – – –
NCM
485
NCM Capital Management
New Jersey
$276K -$4.44K -95 -1%
FFG
486
Frisch Financial Group
New York
$274K -$77.8K -1,666 -20%
CWM
487
Campbell Wealth Management
Virginia
$268K – – –
PFA
488
Peak Financial Advisors
Colorado
$260K -$5.79K -124 -2%
OPOWM
489
One Plus One Wealth Management
Florida
$260K +$4.16K +89 +1%
MG
490
Mather Group
Illinois
$259K -$49.8K -1,066 -15%
HH
491
HWG Holdings
Texas
$257K +$286K +6,115 New
AF
492
Allworth Financial
California
$256K +$31.5K +675 +12%
TPCW
493
TD Private Client Wealth
New York
$248K +$15.1K +324 +6%
W
494
Wealthquest
Ohio
$244K – – –
CCMG
495
Clark Capital Management Group
Pennsylvania
$237K -$13.1K -280 -5%
CANC
496
Culbertson A N & Co
Virginia
$237K +$264K +5,648 New
IAN
497
Integrated Advisors Network
Texas
$236K +$35.2K +754 +15%
TFA
498
TPG Financial Advisors
Oregon
$234K – – –
TCWM
499
Total Clarity Wealth Management
Illinois
$233K -$39.4K -843 -13%
JWA
500
JFS Wealth Advisors
Pennsylvania
$231K +$467 +10 +0.2%
18 19
20
21 22