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
AAS
551
Ameritas Advisory Services
Nebraska
$1.04M -$529K -10,090 -35%
MC
552
Moors & Cabot
Massachusetts
$1.04M +$64.2K +1,225 +7%
FA
553
FSA Advisors
Michigan
$1.03M +$962K +18,361 New
FWM
554
Fingerlakes Wealth Management
New York
$1.02M -$9.48K -181 -1%
DC
555
Davenport & Co
Virginia
$1.02M +$54.2K +1,035 +6%
SMC
556
Smith, Moore & Co
Missouri
$1.01M +$7.49K +143 +0.8%
RJT
557
Raymond James Trust
Florida
$1M +$730K +13,931 +346%
AA
558
AlphaMark Advisors
Kentucky
$988K +$183K +3,489 +25%
FMN
559
Financial Management Network
California
$988K -$40K -763 -4%
LWMNY
560
Landmark Wealth Management (New York)
New York
$980K -$1.68K -32 -0.2%
CTWM
561
Cherry Tree Wealth Management
Minnesota
$975K
Millennium Management
562
Millennium Management
New York
$957K -$722K -13,776 -45%
OGF
563
Orin Green Financial
California
$949K -$6.65K -127 -0.7%
FFO
564
Fortitude Family Office
Arizona
$946K +$887K +16,931 New
TF
565
TLWM Financial
Texas
$945K +$21.4K +409 +2%
CWS
566
Confluence Wealth Services
Pennsylvania
$942K +$68.8K +1,313 +8%
CPA
567
Clear Point Advisors
New York
$942K +$883K +16,845 New
BFG
568
Bleakley Financial Group
New Jersey
$939K +$472 +9 +0.1%
CCM
569
Crew Capital Management
Ohio
$933K -$354K -6,759 -29%
BA
570
Bluesphere Advisors
Pennsylvania
$931K -$95K -1,813 -10%
SFA
571
Source Financial Advisors
New York
$925K +$866K +16,538 New
PNC Financial Services Group
572
PNC Financial Services Group
Pennsylvania
$918K -$81K -1,547 -9%
SL
573
SFM LLC
New Hampshire
$904K +$847K +16,176 New
KFG
574
Kingdom Financial Group
Arizona
$901K +$104K +1,985 +14%
Natixis Advisors
575
Natixis Advisors
Massachusetts
$886K -$19.1K -365 -2%