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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Wealth Enhancement Advisory Services
601
Wealth Enhancement Advisory Services
Minnesota
$296K +$281K +5,689 New
MLRA
602
Main Line Retirement Advisors
Montana
$291K +$276K +5,587 New
TFA
603
TPG Financial Advisors
Oregon
$291K
JWA
604
JFS Wealth Advisors
Pennsylvania
$288K +$395 +8 +0.1%
VCA
605
Verdence Capital Advisors
Maryland
$287K +$272K +5,517 New
CCM
606
Crabel Capital Management
California
$287K +$272K +5,505 New
CIA
607
Cape Investment Advisory
Georgia
$285K +$120K +2,424 +80%
NG
608
Northstar Group
New York
$281K
LIA
609
LBMC Investment Advisors
Tennessee
$280K
FPW
610
Flagship Private Wealth
Massachusetts
$279K +$987 +20 +0.4%
MG
611
Mather Group
Illinois
$277K -$22.5K -456 -8%
CA
612
Claris Advisors
Missouri
$276K
SIAS
613
Summit Investment Advisory Services
Minnesota
$274K -$6.42K -130 -2%
FA
614
Fiduciary Alliance
South Carolina
$273K +$258K +5,237 New
YIA
615
YHB Investment Advisors
Connecticut
$272K -$739K -14,978 -74%
HR
616
Hardy Reed
Mississippi
$270K
MA
617
MJP Associates
Connecticut
$270K +$1.78K +36 +0.7%
CW
618
Connectus Wealth
Ohio
$269K -$8.24K -167 -3%
EIA
619
Edgemoor Investment Advisors
Maryland
$267K
NRC
620
New Republic Capital
North Carolina
$264K +$105K +2,123 +72%
CFAM
621
Center For Asset Management
Florida
$264K +$250K +5,066 New
TCWM
622
Total Clarity Wealth Management
Illinois
$262K -$13.6K -276 -5%
IWA
623
Inspirion Wealth Advisors
Illinois
$257K +$148 +3 +0.1%
NCM
624
Northwest Capital Management
Oregon
$255K +$241K +4,886 New
HWA
625
Heartwood Wealth Advisors
Virginia
$254K