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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAS
476
Coppell Advisory Solutions
Texas
$1.67M +$1.57M +29,919 New
AFG
477
Atomi Financial Group
New York
$1.66M +$322K +6,150 +26%
PIA
478
Pinion Investment Advisors
Kansas
$1.66M +$1.57K +30 +0.1%
CPA
479
Capital Planning Advisors
California
$1.65M +$1.16M +22,050 +297%
AWM
480
Arista Wealth Management
Nevada
$1.64M -$891 -17 -0.1%
MWA
481
MN Wealth Advisors
Kansas
$1.63M +$1.53M +29,205 New
RMAM
482
Raab & Moskowitz Asset Management
New Jersey
$1.62M -$9.43K -180 -0.6%
FAP
483
Financial Advisory Partners
Florida
$1.61M +$54.9K +1,047 +4%
SSW
484
Stone Summit Wealth
Florida
$1.6M -$25K -477 -2%
VIM
485
Vista Investment Management
Pennsylvania
$1.59M -$733 -14 -0%
GM
486
GeoWealth Management
Illinois
$1.59M +$749K +14,293 +102%
HAM
487
Harmony Asset Management
Arizona
$1.59M +$1.49M +28,365 New
VIP
488
Vantage Investment Partners
Missouri
$1.58M
JWCA
489
J.W. Cole Advisors
Florida
$1.56M +$458K +8,747 +46%
TIM
490
Tortoise Investment Management
New York
$1.54M +$882K +16,843 +156%
AQR Capital Management
491
AQR Capital Management
Connecticut
$1.53M +$236K +4,501 +20%
OWA
492
Outlook Wealth Advisors
Texas
$1.52M -$1.59M -30,360 -53%
PFG
493
Pacific Financial Group
Washington
$1.52M -$4.27M -81,500 -75%
EFG
494
Embree Financial Group
Illinois
$1.51M +$1.42M +27,076 New
Rockefeller Capital Management
495
Rockefeller Capital Management
New York
$1.5M +$1.41M +26,908 New
SAG
496
SageView Advisory Group
California
$1.5M -$437K -8,338 -24%
HBT
497
Hills Bank & Trust
Iowa
$1.5M +$1.4M +26,768 New
SEA
498
Stegent Equity Advisors
Texas
$1.49M
PFG
499
PAX Financial Group
Texas
$1.48M +$567K +10,814 +75%
AWA
500
Arkadios Wealth Advisors
Georgia
$1.47M +$138K +2,637 +11%