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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GWS
551
Glassman Wealth Services
Virginia
$265K
DAM
552
Derbend Asset Management
Georgia
$265K -$55.9K -1,191 -18%
TWP
553
Tempus Wealth Planning
California
$265K -$33.5K -714 -11%
I
554
INVST
Indiana
$264K +$255K +5,440 New
NG
555
Northstar Group
New York
$260K
LIA
556
LBMC Investment Advisors
Tennessee
$259K -$553K -11,787 -69%
SIAS
557
Summit Investment Advisory Services
Minnesota
$259K +$252K +5,379 New
Prudential Financial
558
Prudential Financial
New Jersey
$257K +$270K +5,746 New
FPW
559
Flagship Private Wealth
Massachusetts
$257K +$891 +19 +0.4%
CW
560
Connectus Wealth
Ohio
$257K +$2.49K +53 +1%
CA
561
Claris Advisors
Missouri
$255K
TCWM
562
Total Clarity Wealth Management
Illinois
$255K -$18.9K -403 -7%
AIM
563
Arcadia Investment Management
Michigan
$253K
Rockefeller Capital Management
564
Rockefeller Capital Management
New York
$251K +$62.4K +1,331 +34%
WIM
565
Westside Investment Management
California
$250K
HR
566
Hardy Reed
Mississippi
$249K
TA
567
TruWealth Advisors
Louisiana
$249K +$242K +5,168 New
MA
568
MJP Associates
Connecticut
$247K +$563 +12 +0.2%
EIA
569
Edgemoor Investment Advisors
Maryland
$247K
ACI
570
Alpha Cubed Investments
California
$239K +$233K +4,970 New
IWA
571
Inspirion Wealth Advisors
Illinois
$237K -$4.18K -89 -2%
CBFP
572
Cedar Brook Financial Partners
Ohio
$236K -$161K -3,436 -41%
HWA
573
Heartwood Wealth Advisors
Virginia
$235K -$745K -15,881 -77%
AF
574
Allworth Financial
California
$234K +$141 +3 +0.1%
VCP
575
Verus Capital Partners
Arizona
$233K -$751 -16 -0.3%