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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EWA
576
EP Wealth Advisors
California
$233K +$234K +5,184 New
HR
577
Hardy Reed
Mississippi
$233K +$234K +5,177 New
EIA
578
Edgemoor Investment Advisors
Maryland
$231K
MA
579
MJP Associates
Connecticut
$231K -$181 -4 -0.1%
IWA
580
Inspirion Wealth Advisors
Illinois
$225K +$226K +5,009 New
CWP
581
Concord Wealth Partners
Virginia
$224K +$225K +4,989 New
KFI
582
Key Financial Inc
Pennsylvania
$223K
OFS
583
OneAscent Financial Services
Alabama
$220K +$221K +4,885 New
AF
584
Allworth Financial
California
$219K -$56K -1,240 -20%
VCP
585
Verus Capital Partners
Arizona
$218K +$219K +4,849 New
EAM
586
Empirical Asset Management
Massachusetts
$216K
SGK
587
Steigerwald Gordon & Koch
Virginia
$216K
BCM
588
Bayesian Capital Management
New York
$216K +$217K +4,796 New
CAMV
589
Concord Asset Management (Virginia)
Virginia
$216K +$217K +4,796 New
SEI Investments
590
SEI Investments
Pennsylvania
$209K +$210K +4,647 New
LW
591
Linscomb Wealth
Texas
$209K +$210K +4,646 New
TA
592
TFB Advisors
Kansas
$209K +$210K +4,638 New
SWM
593
Spire Wealth Management
Virginia
$208K +$9.4K +208 +5%
SW
594
SMART Wealth
Nebraska
$205K +$206K +4,553 New
CG
595
Colony Group
Massachusetts
$204K +$205K +4,527 New
TCMP
596
Thrive Capital Management (Pennsylvania)
Pennsylvania
$202K +$203K +4,498 New
Qube Research & Technologies (QRT)
597
Qube Research & Technologies (QRT)
United Kingdom
$188K -$151K -3,347 -44%
RBC
598
Romano Brothers & Co
Illinois
$180K +$181K +4,000 New
HT
599
Headlands Technologies
Illinois
$179K +$180K +3,982 New
Rockefeller Capital Management
600
Rockefeller Capital Management
New York
$174K +$9.4K +208 +6%