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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NFG
501
Nations Financial Group
Iowa
$1.47M +$58.1K +1,109 +4%
TCFP
502
Treasure Coast Financial Planning
Florida
$1.46M -$9.38K -179 -0.7%
CGFA
503
Colton Groome Financial Advisors
North Carolina
$1.45M +$32.2K +615 +2%
AFS
504
Access Financial Services
Minnesota
$1.44M +$1.35M +25,710 New
PAM
505
PVG Asset Management
Colorado
$1.42M +$1.34M +25,491 New
TA
506
TrueWealth Advisors
Alabama
$1.42M +$36.9K +704 +3%
SF
507
Slagle Financial
Illinois
$1.42M +$1.42M +27,075 +114%
Comerica Bank
508
Comerica Bank
Texas
$1.42M +$765K +14,609 +136%
ATPW
509
Ashton Thomas Private Wealth
Arizona
$1.42M -$17.4M -332,963 -93%
BBA
510
Braun-Bostich & Associates
Pennsylvania
$1.41M -$86.1K -1,643 -6%
NFP
511
Narus Financial Partners
Utah
$1.41M +$82.5K +1,575 +7%
CMBA
512
C.M. Bidwell & Associates
Hawaii
$1.39M -$54.7K -1,044 -4%
HIP
513
HUB Investment Partners
Texas
$1.39M +$1.3M +24,794 New
PFA
514
Professional Financial Advisors
Nebraska
$1.37M -$166K -3,164 -11%
MA
515
MAS Advisors
Florida
$1.36M
SPWM
516
Schrum Private Wealth Management
Florida
$1.34M +$22.2K +423 +2%
SF
517
Safeguard Financial
Wisconsin
$1.34M -$54.1K -1,032 -4%
CAAS
518
Capital Asset Advisory Services
Michigan
$1.33M -$198K -3,788 -14%
MWM
519
MBE Wealth Management
Wisconsin
$1.31M -$149K -2,844 -11%
PMG
520
ProVise Management Group
Florida
$1.31M +$704K +13,438 +135%
SWMG
521
Sanchez Wealth Management Group
Florida
$1.31M +$255K +4,858 +26%
CA
522
CGN Advisors
Kansas
$1.3M -$25.1K -480 -2%
QWM
523
Quadcap Wealth Management
Texas
$1.29M +$1.21M +23,097 New
FA
524
Fermata Advisors
California
$1.28M +$1.2M +22,914 New
CAG
525
Crestwood Advisors Group
Massachusetts
$1.27M -$59.3K -1,132 -5%