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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TFG
551
Tilson Financial Group
New Jersey
$5.58M +$136K +1,705 +3%
T
552
TrueFG
Texas
$5.56M +$103K +1,293 +2%
WS
553
Wilian Securities
Minnesota
$5.54M +$5.49M +69,026 New
TWM
554
Timmons Wealth Management
Massachusetts
$5.47M +$5.42M +68,147 New
MCWS
555
McKinley Carter Wealth Services
West Virginia
$5.46M -$658K -8,269 -11%
WF
556
WealthPoint Financial
North Carolina
$5.46M +$5.41M +68,027 New
RIM
557
Redwood Investment Management
Arizona
$5.43M +$733K +9,219 +16%
TF
558
Theory Financial
Colorado
$5.43M +$135K +1,698 +3%
UWP
559
Uniting Wealth Partners
Kansas
$5.37M +$5.32M +66,951 New
PSCM
560
Per Stirling Capital Management
Texas
$5.3M +$21.2K +266 +0.4%
AF
561
Aldebaran Financial
$5.27M +$960K +12,076 +23%
MWM
562
Modera Wealth Management
New Jersey
$5.26M -$427K -5,372 -8%
MWM
563
Maridea Wealth Management
New York
$5.18M +$10.2K +128 +0.2%
PA
564
Parallel Advisors
California
$5.18M +$166K +2,085 +3%
FSA
565
Financial Security Advisor
Virginia
$5.17M -$33.2K -418 -0.6%
PWM
566
Perigon Wealth Management
California
$5.16M -$27.9K -351 -0.5%
CCG
567
Catalina Capital Group
California
$5.13M +$34.2K +430 +0.7%
PFA
568
Pure Financial Advisors
California
$5.13M +$4.53M +56,958 +820%
LA
569
Lifeworks Advisors
Michigan
$5.11M -$5.73K -72 -0.1%
MSRI
570
Michael S. Ryan Inc
New York
$5.05M -$229K -2,880 -4%
GM
571
GeoWealth Management
Illinois
$5.04M +$859K +10,803 +21%
EWM
572
Evolution Wealth Management
Florida
$5.03M +$2.09M +26,254 +72%
AFP
573
Alpha Financial Partners
Kentucky
$5.03M +$1.27K +16 +0%
ML
574
MLP3 LLC
New Jersey
$5.01M +$4.96M +62,422 New
AFP
575
ATX Financial Planning
Texas
$4.99M +$4.95M +62,236 New