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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AF
626
Allworth Financial
California
$254K
VCP
627
Verus Capital Partners
Arizona
$252K +$444 +9 +0.2%
EAM
628
Empirical Asset Management
Massachusetts
$251K
SGK
629
Steigerwald Gordon & Koch
Virginia
$250K
TWP
630
Tempus Wealth Planning
California
$246K -$38.3K -777 -14%
WIM
631
Westside Investment Management
California
$244K -$25.3K -513 -10%
RPCONE
632
Retirement Planning Company of New England
Rhode Island
$244K +$691 +14 +0.3%
EWA
633
EP Wealth Advisors
California
$243K +$22.7M +460,350 +5,185%
SEI Investments
634
SEI Investments
Pennsylvania
$242K -$247 -5 -0.1%
CG
635
Colony Group
Massachusetts
$236K
CC
636
Cypress Capital
Tennessee
$236K +$130K +2,644 +140%
TPA
637
Trivium Point Advisory
Connecticut
$235K -$704K -14,258 -76%
PMG
638
ProVise Management Group
Florida
$235K +$223K +4,517 New
TCMP
639
Thrive Capital Management (Pennsylvania)
Pennsylvania
$235K +$296 +6 +0.1%
VV
640
Verity & Verity
South Carolina
$234K -$148K -3,000 -40%
FFG
641
Frisch Financial Group
New York
$232K -$13.7K -277 -6%
ODFS
642
O'Donnell Financial Services
California
$230K
SPI
643
Santori & Peters Inc
Pennsylvania
$230K +$218K +4,409 New
KCFA
644
Key Client Fiduciary Advisors
New Jersey
$227K +$215K +4,358 New
AIM
645
Arcadia Investment Management
Michigan
$227K -$44.4K -900 -17%
CAMG
646
CWA Asset Management Group
Florida
$225K
GW
647
GW & Wade
Massachusetts
$224K
ACI
648
Alpha Cubed Investments
California
$221K -$36.1K -732 -15%
CAS
649
Coppell Advisory Solutions
Texas
$215K +$206K +4,169 New
TFS
650
Thoroughbred Financial Services
Tennessee
$214K +$203K +4,108 New