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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWA
601
Alaska Wealth Advisors
Alaska
$4.3M +$500K +6,291 +13%
CWM
602
Curtis Wealth Management
Nevada
$4.29M +$4.19M +52,675 New
HCM
603
Hengehold Capital Management
Ohio
$4.27M +$3.08M +38,767 +269%
SB
604
Semitam Bonam
New York
$4.26M +$313K +3,934 +8%
BFA
605
Beacon Financial Advisory
Ohio
$4.21M +$77.2K +971 +2%
HAG
606
HF Advisory Group
Maryland
$4.21M +$51.5K +648 +1%
IWMO
607
Integrated Wealth Management (Ohio)
Ohio
$4.21M +$4.17M +52,440 New
CGFA
608
Colton Groome Financial Advisors
North Carolina
$4.2M +$134K +1,679 +3%
QCM
609
Quantinno Capital Management
New York
$4.18M +$1.03M +12,943 +33%
CIAS
610
Capital Investment Advisory Services
North Carolina
$4.18M +$194K +2,444 +5%
TF
611
Trek Financial
Arizona
$4.18M +$107K +1,348 +3%
CFGF
612
Compass Financial Group (Florida)
Florida
$4.17M -$37.5K -472 -0.9%
NAM
613
NorthCrest Asset Manangement
Minnesota
$4.17M -$746K -9,386 -15%
TWP
614
Tempus Wealth Planning
California
$4.16M +$242K +3,048 +6%
SIM
615
Synergy Investment Management
Florida
$4.12M -$5.73K -72 -0.1%
PHWM
616
Palatine Hill Wealth Management
Michigan
$4.11M +$4.08M +51,275 New
BL
617
Balentine LLC
Georgia
$4.11M -$70.6K -888 -2%
GC
618
Grimes & Company
Massachusetts
$4.11M +$3.73M +46,933 +1,096%
WP
619
WealthPLAN Partners
Nebraska
$4.1M +$302K +3,801 +8%
AA
620
ACT Advisors
North Carolina
$4.09M -$98.9K -1,243 -2%
IWM
621
IMG Wealth Management
Florida
$4.08M +$4.05M +50,871 New
LA
622
Latitude Advisors
Florida
$4.07M +$180K +2,269 +5%
SPWM
623
Schrum Private Wealth Management
Florida
$4.07M +$208K +2,619 +5%
Cohen & Steers
624
Cohen & Steers
New York
$4.05M +$4.02M +50,500 New
EWA
625
Emergent Wealth Advisors
New York
$4.05M -$516K -6,486 -11%