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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CIA
651
Capital Investment Advisors
Georgia
$561K -$2.31K -44 -0.4%
CWP
652
Concord Wealth Partners
Virginia
$555K +$520K +9,924 +82,700%
RPCONE
653
Retirement Planning Company of New England
Rhode Island
$554K +$519K +9,911 New
MGP
654
Metis Global Partners
California
$553K +$49.2K +939 +10%
Lido Advisors
655
Lido Advisors
California
$550K +$516K +9,843 New
WIA
656
World Investment Advisors
California
$547K +$513K +9,783 New
SFG
657
Sovereign Financial Group
Connecticut
$541K +$30.7K +586 +6%
WSTAM
658
Wilbanks Smith & Thomas Asset Management
Virginia
$541K
CAMV
659
Concord Asset Management (Virginia)
Virginia
$541K +$507K +9,679 New
FCM
660
Fourpath Capital Management
Oklahoma
$540K -$101K -1,932 -17%
CWM
661
Cranbrook Wealth Management
Michigan
$531K +$497K +9,496 New
CFP
662
Cypress Financial Planning
New Jersey
$526K -$94.6K -1,806 -16%
MCCP
663
Mission Creek Capital Partners
California
$523K -$2.88K -55 -0.6%
LC
664
Lavaca Capital
Texas
$521K +$70.6K +1,348 +17%
VCA
665
Verdence Capital Advisors
Maryland
$520K -$148K -2,816 -23%
CC
666
Cypress Capital
Tennessee
$517K +$96.3K +1,838 +25%
YIA
667
YHB Investment Advisors
Connecticut
$508K +$67.6K +1,291 +17%
LWANC
668
Laurel Wealth Advisors (North Carolina)
North Carolina
$507K -$26.4K -503 -5%
ACS
669
Archford Capital Strategies
Illinois
$504K -$18.7K -356 -4%
BWA
670
BCU Wealth Advisors
Illinois
$501K +$469K +8,961 New
LFG
671
Leverty Financial Group
Wisconsin
$498K +$466K +8,903 New
MCM
672
Magnolia Capital Management
New York
$497K +$466K +8,895 New
I
673
INVST
Indiana
$497K +$4.61K +88 +1%
PTP
674
Platform Technology Partners
New York
$494K +$439K +8,387 New
AIM
675
Anchor Investment Management
South Carolina
$484K +$47.3K +902 +12%