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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JSL
501
JT Stratford LLC
Georgia
$229K +$254K +5,447 New
MIM
502
Macroview Investment Management
Maryland
$228K
NG
503
Northstar Group
New York
$227K
SPWM
504
Straight Path Wealth Management
Michigan
$226K -$14.5K -311 -5%
BCMO
505
Buckingham Capital Management (Ohio)
Ohio
$226K +$251K +5,383 New
CA
506
Claris Advisors
Missouri
$223K
FPW
507
Flagship Private Wealth
Massachusetts
$223K +$981 +21 +0.4%
KFI
508
Key Financial Inc
Pennsylvania
$223K +$12.7K +272 +5%
CW
509
Connectus Wealth
Ohio
$221K -$560 -12 -0.2%
EIA
510
Edgemoor Investment Advisors
Maryland
$215K
MA
511
MJP Associates
Connecticut
$215K +$2.99K +64 +1%
RCAG
512
Rehmann Capital Advisory Group
Michigan
$212K +$6.44K +138 +3%
PMG
513
ProVise Management Group
Florida
$212K -$4.16K -89 -2%
TWA
514
TCI Wealth Advisors
Arizona
$210K +$231K +4,939 +7,966%
TWP
515
Tempus Wealth Planning
California
$207K +$230K +4,925 New
MP
516
McDonald Partners
Ohio
$203K -$17.8K -382 -7%
EAM
517
Empirical Asset Management
Massachusetts
$202K
SGK
518
Steigerwald Gordon & Koch
Virginia
$202K
LWANC
519
Laurel Wealth Advisors (North Carolina)
North Carolina
$200K +$165K +3,528 +286%
EWA
520
EverSource Wealth Advisors
Alabama
$199K +$190K +4,066 +586%
SIC
521
Salem Investment Counselors
North Carolina
$194K +$216K +4,627 New
SWM
522
Spire Wealth Management
Virginia
$185K -$24.6K -526 -11%
APC
523
Aspire Private Capital
North Carolina
$166K -$34.8K -745 -16%
Rockefeller Capital Management
524
Rockefeller Capital Management
New York
$154K +$56.9K +1,218 +50%
OCM
525
Orion Capital Management
California
$118K