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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RIA
576
Regal Investment Advisors
Michigan
$3.74M +$1.91M +25,332 +113%
SWP
577
Strategic Wealth Partners
Ohio
$3.73M +$3.14M +41,599 +693%
WP
578
WealthPLAN Partners
Nebraska
$3.71M +$403K +5,341 +13%
AWA
579
Alaska Wealth Advisors
Alaska
$3.7M -$41.5K -550 -1%
STAS
580
Strong Tower Advisory Services
Minnesota
$3.69M +$88.3K +1,170 +3%
SAM
581
Smartleaf Asset Management
Massachusetts
$3.69M +$258K +3,415 +8%
DP
582
Dearborn Partners
Illinois
$3.64M +$202K +2,675 +6%
VT
583
Vise Technologies
New York
$3.63M +$2.27M +30,057 +184%
BFG
584
Beacon Financial Group
Texas
$3.63M +$32.4K +430 +0.9%
MG
585
McHugh Group
Ohio
$3.62M +$17.2K +228 +0.5%
BIG
586
Brookwood Investment Group
Arizona
$3.61M -$1.48M -19,582 -30%
FWWM
587
Fiscal Wisdom Wealth Management
Connecticut
$3.57M +$3.43M +45,460 New
FDW
588
Fourth Dimension Wealth
Ohio
$3.56M +$302K +4,004 +10%
WFAG
589
Wescott Financial Advisory Group
Pennsylvania
$3.54M -$180K -2,388 -5%
CM
590
Cercano Management
Washington
$3.54M +$3.41M +45,151 New
APP
591
Avantax Planning Partners
Iowa
$3.52M -$60.2K -798 -2%
HH
592
HWG Holdings
Texas
$3.51M -$217K -2,879 -6%
VIA
593
Vickerman Investment Advisors
Washington
$3.5M -$30.2K -401 -0.9%
MWC
594
MBM Wealth Consultants
Missouri
$3.48M -$68.8K -912 -2%
AAG
595
Armstrong Advisory Group
Massachusetts
$3.45M +$760K +10,075 +30%
AIM
596
Advyzon Investment Management
Illinois
$3.44M -$53.9K -715 -2%
GF
597
Goodman Financial
Texas
$3.41M -$243K -3,224 -7%
DWM
598
Dakota Wealth Management
Florida
$3.41M +$172K +2,283 +6%
MCA
599
MSH Capital Advisors
Arizona
$3.38M -$434K -5,754 -12%
LGA
600
Lebenthal Global Advisors
New York
$3.34M +$209K +2,777 +7%