We are live on ! Find out more
SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CIAS
501
Capital Investment Advisory Services
North Carolina
$441K -$3.03K -67 -0.7%
AA
502
AJ Advisors
Tennessee
$440K +$442K +9,773 New
DRS
503
Deane Retirement Strategies
Louisiana
$437K -$15.2K -336 -3%
WSTAM
504
Wilbanks Smith & Thomas Asset Management
Virginia
$435K
RW
505
Regimen Wealth
Georgia
$431K +$433K +9,580 New
FMWA
506
Forvis Mazars Wealth Advisors
Missouri
$428K -$11.2K -248 -3%
CRI
507
Colonial River Investments
Virginia
$426K -$5.96M -131,765 -93%
NAS
508
Nicolet Advisory Services
Wisconsin
$424K -$98.5K -2,179 -19%
BC
509
Brio Consultants
California
$420K -$121K -2,682 -22%
FMI
510
F/M Investments
District of Columbia
$417K +$419K +9,261 New
SRWM
511
Shira Ridge Wealth Management
California
$404K +$406K +8,976 New
DI
512
DFPG Investments
Utah
$402K -$21.9K -485 -5%
CWM
513
Chemistry Wealth Management
New York
$399K
MCA
514
Millennium Capital Advisors
Arkansas
$398K +$1.85K +41 +0.5%
Citigroup
515
Citigroup
New York
$390K +$904 +20 +0.2%
SWP
516
Strategic Wealth Partners
Ohio
$388K -$1.46M -32,283 -79%
TA
517
TFG Advisers
Michigan
$384K +$35.6K +788 +10%
PIA
518
Perennial Investment Advisors
California
$383K +$385K +8,514 New
AIM
519
Acropolis Investment Management
Missouri
$383K +$385K +8,514 New
BFS
520
Bickling Financial Services
Massachusetts
$382K -$2.49K -55 -0.6%
CBFP
521
Cedar Brook Financial Partners
Ohio
$375K +$377K +8,340 New
PFA
522
Peak Financial Advisors
Colorado
$372K +$93.6K +2,072 +33%
SCP
523
Stevens Capital Partners
Nebraska
$371K +$373K +8,246 New
FFS
524
Founders Financial Securities
Maryland
$371K +$373K +8,243 New
CPA
525
Capital Planning Advisors
California
$367K -$3.39K -75 -0.9%