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
AC
601
Apella Capital
Connecticut
$2.49M +$562K +8,130 +26%
MWM
602
MFG Wealth Management
Indiana
$2.46M +$48.9K +707 +2%
QAM
603
Q3 Asset Management
Michigan
$2.44M +$1.62M +23,489 +172%
DP
604
Dearborn Partners
Illinois
$2.44M +$128K +1,850 +5%
SWMG
605
Sanchez Wealth Management Group
Florida
$2.42M +$295K +4,266 +13%
AWA
606
Arkadios Wealth Advisors
Georgia
$2.41M +$119K +1,717 +5%
AWM
607
Arista Wealth Management
Nevada
$2.4M
Focus Partners Wealth
608
Focus Partners Wealth
Massachusetts
$2.4M -$14.2M -204,773 -85%
TFM
609
Trademark Financial Management
Minnesota
$2.39M +$856K +12,382 +52%
IPWA
610
International Private Wealth Advisors
California
$2.38M +$267K +3,859 +12%
WFAG
611
Worth Financial Advisory Group
North Carolina
$2.37M -$23.9K -346 -1%
WCA
612
Westover Capital Advisors
Delaware
$2.35M +$24.7K +357 +1%
NL
613
NWAM LLC
Washington
$2.34M -$9.13M -132,039 -79%
AAS
614
Annex Advisory Services
Wisconsin
$2.31M -$454K -6,568 -16%
GC
615
Gilbert & Cook
Iowa
$2.3M +$2.42M +34,965 New
EMAM
616
Encompass More Asset Management
California
$2.25M +$103K +1,491 +5%
MWM
617
Modern Wealth Management
Kansas
$2.25M +$2.36M +34,194 New
FIM
618
Freedom Investment Management
Connecticut
$2.25M +$2.36M +34,146 New
SDWMA
619
Schneider Downs Wealth Management Advisors
Pennsylvania
$2.24M +$21.9K +317 +0.9%
LA
620
LexAurum Advisors
Kansas
$2.23M -$219K -3,164 -9%
Qube Research & Technologies (QRT)
621
Qube Research & Technologies (QRT)
United Kingdom
$2.23M +$640K +9,257 +38%
MWA
622
MN Wealth Advisors
Kansas
$2.22M +$267K +3,856 +13%
JFA
623
JNBA Financial Advisors
Minnesota
$2.19M -$90.8K -1,313 -4%
CIA
624
Cape Investment Advisory
Georgia
$2.18M +$410K +5,927 +22%
PGWM
625
Pitti Group Wealth Management
New York
$2.17M +$2.29M +33,056 New