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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CCM
476
Coldstream Capital Management
Washington
$1.96M -$37.3K -637 -2%
HBT
477
Hills Bank & Trust
Iowa
$1.96M +$296K +5,058 +19%
AWM
478
Axxcess Wealth Management
California
$1.96M -$217K -3,700 -10%
KCPG
479
Kavar Capital Partners Group
Kansas
$1.94M -$2.04M -34,810 -52%
AFG
480
Atomi Financial Group
New York
$1.94M +$106K +1,817 +6%
AC
481
Apella Capital
Connecticut
$1.94M -$160K -2,729 -8%
WP
482
WealthShield Partners
North Carolina
$1.92M -$22.4K -382 -1%
RWA
483
Rooted Wealth Advisors
Illinois
$1.89M -$5.92K -101 -0.3%
FWI
484
Facet Wealth Inc
Maryland
$1.87M -$70.5K -1,204 -4%
DWM
485
Dakota Wealth Management
Florida
$1.87M -$1.16M -19,810 -39%
FA
486
Fermata Advisors
California
$1.86M +$431K +7,367 +32%
CFG
487
Cooper Financial Group
California
$1.86M -$380K -6,495 -18%
IWS
488
Integrity Wealth Solutions
Colorado
$1.85M -$57.9K -988 -3%
MPCL
489
My Personal CFO LLC
Washington
$1.85M
AF
490
Aldebaran Financial
$1.83M -$2.45M -41,910 -59%
PIA
491
Pinion Investment Advisors
Kansas
$1.81M -$9.96K -170 -0.6%
CPA
492
Capital Planning Advisors
California
$1.81M
FAP
493
Financial Advisory Partners
Florida
$1.81M +$38.6K +659 +2%
NFG
494
Nations Financial Group
Iowa
$1.79M +$163K +2,786 +11%
USCWA
495
U.S. Capital Wealth Advisors
Texas
$1.78M -$200K -3,409 -11%
RMAM
496
Raab & Moskowitz Asset Management
New Jersey
$1.78M -$6.15K -105 -0.4%
SWM
497
Schwallier Wealth Management
Michigan
$1.78M -$183K -3,127 -10%
RCA
498
Resonant Capital Advisors
Wisconsin
$1.77M +$1.69M +28,817 New
WFC
499
Western Financial Corp
California
$1.77M -$972K -16,595 -37%
Comerica Bank
500
Comerica Bank
Texas
$1.75M +$183K +3,133 +12%