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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LIA
526
LBMC Investment Advisors
Tennessee
$652K +$406K +7,771 +144%
CIAS
527
Capital Investment Advisory Services
North Carolina
$650K +$222K +4,253 +49%
RFA
528
Resurgent Financial Advisors
Georgia
$648K +$630K +12,038 +1,395%
HAS
529
HBW Advisory Services
California
$641K +$24.5K +468 +4%
AP
530
Advisors Preferred
Maryland
$640K +$666K +12,735 New
TF
531
Trek Financial
Arizona
$633K +$7.06K +135 +1%
WWM
532
Windsor Wealth Management
Indiana
$620K +$45.9K +877 +8%
JIP
533
Jaffetilchin Investment Partners
Florida
$618K +$471 +9 +0.1%
UCFA
534
United Capital Financial Advisors
Texas
$614K -$50.8K -971 -7%
NS
535
NBC Securities
Alabama
$610K +$636K +12,156 New
VCA
536
Verdence Capital Advisors
Maryland
$609K +$345K +6,598 +120%
National Bank of Canada
537
National Bank of Canada
Quebec, Canada
$600K -$424K -8,104 -40%
TA
538
TFG Advisers
Michigan
$589K +$67K +1,280 +12%
GSWM
539
Greenup Street Wealth Management
Michigan
$584K +$608K +11,626 New
FCM
540
Fourpath Capital Management
Oklahoma
$583K +$607K +11,599 New
OIM
541
Opus Investment Management
Massachusetts
$578K
CFP
542
Cypress Financial Planning
New Jersey
$572K -$142K -2,707 -19%
AA
543
AJ Advisors
Tennessee
$571K +$105 +2 +0%
MOS
544
MGO One Seven
Ohio
$569K -$134K -2,553 -18%
RCM
545
Raleigh Capital Management
North Carolina
$567K -$27.5K -525 -4%
DC
546
Defender Capital
North Carolina
$553K +$575K +11,000 New
CPG
547
Cornerstone Planning Group
New Jersey
$549K +$523 +10 +0.1%
PFG
548
Prosperity Financial Group
California
$549K +$144K +2,755 +34%
SRWM
549
Shira Ridge Wealth Management
California
$547K +$53K +1,014 +10%
TIM
550
Tortoise Investment Management
New York
$543K +$475K +9,080 +529%