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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JIP
626
Jaffetilchin Investment Partners
Florida
$674K -$12.7K -242 -2%
AG
627
AlTi Global
New York
$673K +$631K +12,045 New
FTS
628
Fifth Third Securities
Ohio
$663K +$621K +11,857 New
UCFA
629
United Capital Financial Advisors
Texas
$662K -$20K -381 -3%
AA
630
AJ Advisors
Tennessee
$659K +$22.1K +421 +4%
ORG
631
Optimist Retirement Group
Washington
$652K +$611K +11,664 New
RBFC
632
Roman Butler Fullerton & Co
Missouri
$648K +$592K +11,306 New
SRWM
633
Shira Ridge Wealth Management
California
$642K +$32.2K +614 +6%
TPWA
634
Twin Peaks Wealth Advisors
California
$640K +$600K +11,454 New
PFG
635
Prosperity Financial Group
California
$633K +$21.2K +404 +4%
CAM
636
Cobblestone Asset Management
Virginia
$626K +$260K +4,962 +80%
RCM
637
Raleigh Capital Management
North Carolina
$624K -$5.97K -114 -1%
FPW
638
Flagship Private Wealth
Massachusetts
$622K +$58.3K +1,113 +11%
BF
639
Brogan Financial
Tennessee
$619K +$580K +11,069 New
LA
640
Latitude Advisors
Florida
$618K +$55K +1,050 +10%
IGWM
641
ICA Group Wealth Management
Colorado
$614K +$575K +10,984 New
CPG
642
Cornerstone Planning Group
New Jersey
$612K +$1.57K +30 +0.3%
ADL
643
Asset Dedication LLC
California
$611K +$48.8K +931 +9%
Qube Research & Technologies (QRT)
644
Qube Research & Technologies (QRT)
United Kingdom
$605K +$131K +2,498 +30%
IC
645
IEQ Capital
California
$601K +$156K +2,970 +38%
PIAS
646
PCA Investment Advisory Services
Ohio
$590K +$98K +1,870 +22%
EAM
647
Empirical Asset Management
Massachusetts
$587K +$9.12K +174 +2%
RW
648
Regimen Wealth
Georgia
$570K -$2.88K -55 -0.5%
AUB
649
Atlantic Union Bankshares
Virginia
$564K -$6.65K -127 -1%
CM
650
Churchill Management
California
$563K -$186K -3,545 -26%