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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WSTAM
676
Wilbanks Smith & Thomas Asset Management
Virginia
$610K +$13.7K +234 +2%
CC
677
Cypress Capital
Tennessee
$607K +$36K +615 +7%
JSW
678
Journey Strategic Wealth
New Jersey
$606K +$125K +2,135 +28%
CFS
679
Coordinated Financial Services
Colorado
$604K +$575K +9,817 New
AUB
680
Atlantic Union Bankshares
Virginia
$603K -$16.8K -286 -3%
ORG
681
Optimist Retirement Group
Washington
$600K -$112K -1,911 -16%
LFG
682
Leverty Financial Group
Wisconsin
$593K +$43.5K +742 +8%
RW
683
Regimen Wealth
Georgia
$592K -$34K -581 -6%
BlackRock
684
BlackRock
New York
$588K +$329K +5,615 +143%
FCM
685
Fourpath Capital Management
Oklahoma
$584K -$9.9K -169 -2%
CWM
686
Cranbrook Wealth Management
Michigan
$584K
SFG
687
Sovereign Financial Group
Connecticut
$582K -$13.4K -229 -2%
SRWM
688
Shira Ridge Wealth Management
California
$580K -$121K -2,061 -18%
AIA
689
Alera Investment Advisors
Illinois
$578K +$550K +9,398 New
TC
690
TAP Consulting
Missouri
$578K +$125K +2,131 +29%
RWM
691
Rockwood Wealth Management
Pennsylvania
$568K +$541K +9,239 New
MCCP
692
Mission Creek Capital Partners
California
$567K -$8.79K -150 -2%
LWANC
693
Laurel Wealth Advisors (North Carolina)
North Carolina
$561K +$2.46K +42 +0.5%
WIA
694
World Investment Advisors
California
$561K -$59.4K -1,015 -10%
ACS
695
Archford Capital Strategies
Illinois
$555K
MCM
696
Magnolia Capital Management
New York
$547K
EAM
697
Empirical Asset Management
Massachusetts
$543K -$98K -1,673 -16%
RCM
698
Raleigh Capital Management
North Carolina
$541K -$138K -2,361 -21%
KFI
699
Key Financial Inc
Pennsylvania
$540K +$18.4K +315 +4%
ES
700
Eagle Strategies
New York
$538K -$26.7M -456,565 -98%