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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EWA
526
EverSource Wealth Advisors
Alabama
$340K +$55.4K +1,180 +20%
CA
527
Clearstead Advisors
Ohio
$338K
W
528
Wealthquest
Ohio
$333K +$52.2K +1,113 +19%
IC
529
Innealta Capital
Texas
$331K +$47 +1 +0%
LMKC
530
L.M. Kohn & Company
Ohio
$330K -$18.5K -394 -5%
SL
531
SWMG LLC
Texas
$326K +$1.22K +26 +0.4%
SPIA
532
Steward Partners Investment Advisory
New York
$325K -$3.83M -81,630 -92%
Charles Schwab
533
Charles Schwab
California
$323K -$704K -15,002 -69%
Fifth Third Bancorp
534
Fifth Third Bancorp
Ohio
$319K +$14.9K +317 +5%
CWM
535
Campbell Wealth Management
Virginia
$307K
SWP
536
Strategic Wealth Partners
Ohio
$304K -$109K -2,326 -27%
SFC
537
Strategic Financial Concepts
Texas
$298K +$290K +6,183 New
IA
538
Inspire Advisors
Idaho
$296K -$1.69K -36 -0.6%
FA
539
Fortis Advisors
Pennsylvania
$291K -$71.7K -1,528 -20%
HH
540
HWG Holdings
Texas
$288K -$27.9K -594 -9%
FEM
541
Fulcrum Equity Management
Texas
$287K -$30.9K -659 -10%
MCA
542
MSH Capital Advisors
Arizona
$285K -$53.2K -1,134 -16%
TPCW
543
TD Private Client Wealth
New York
$285K
MIM
544
Macroview Investment Management
Maryland
$281K +$19.3K +411 +8%
Renaissance Technologies
545
Renaissance Technologies
New York
$279K +$272K +5,800 New
MG
546
Mather Group
Illinois
$277K -$15.1K -321 -5%
CAPTRUST Financial Advisors
547
CAPTRUST Financial Advisors
North Carolina
$272K -$307K -6,540 -54%
TFA
548
TPG Financial Advisors
Oregon
$268K
Qube Research & Technologies (QRT)
549
Qube Research & Technologies (QRT)
United Kingdom
$268K +$64.5K +1,374 +33%
JWA
550
JFS Wealth Advisors
Pennsylvania
$266K +$328 +7 +0.1%