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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HFM
676
Hartford Financial Management
Connecticut
$897K +$48.8K +792 +6%
C
677
Certuity
Florida
$892K
DRS
678
Deane Retirement Strategies
Louisiana
$890K -$29.2K -474 -3%
IFPL
679
Investments & Financial Planning LLC
Kentucky
$884K -$49.6K -806 -6%
AWM
680
Avior Wealth Management
Nebraska
$874K -$275K -4,462 -25%
HTHT
681
Hemenway Trust Hemenway Trust
New Hampshire
$868K -$308 -5 -0%
RSWM
682
Robertson Stephens Wealth Management
California
$866K -$2.14M -34,800 -72%
MIAS
683
Mason Investment Advisory Services
Virginia
$864K -$26.1K -424 -3%
HA
684
Hofer & Associates
California
$861K +$10.2K +166 +1%
KCFA
685
Key Client Fiduciary Advisors
New Jersey
$861K +$308K +5,007 +59%
EFG
686
Embree Financial Group
Illinois
$860K -$209K -3,391 -20%
CAMV
687
Concord Asset Management (Virginia)
Virginia
$832K +$100K +1,627 +14%
SL
688
SFM LLC
New Hampshire
$831K -$143K -2,320 -15%
HFA
689
Hershey Financial Advisers
Pennsylvania
$828K +$797K +12,945 New
FPW
690
Flagship Private Wealth
Massachusetts
$824K -$68.2K -1,108 -8%
ACM
691
Altrius Capital Management
North Carolina
$822K -$12.1K -197 -2%
UCFA
692
United Capital Financial Advisors
Texas
$818K -$54.1K -878 -6%
TCM
693
Traynor Capital Management
Pennsylvania
$818K +$29.3K +476 +4%
SAI
694
Savvy Advisors Inc
New York
$811K -$91.9K -1,493 -11%
MCA
695
Millennium Capital Advisors
Arkansas
$808K +$2.71K +44 +0.3%
FP
696
Fiduciary Planning
Florida
$806K -$4.06K -66 -0.5%
CFP
697
Cypress Financial Planning
New Jersey
$796K +$133K +2,157 +21%
JIP
698
Jaffetilchin Investment Partners
Florida
$796K +$1.91K +31 +0.2%
Millennium Management
699
Millennium Management
New York
$793K -$4.85M -78,720 -86%
RBFC
700
Roman Butler Fullerton & Co
Missouri
$783K +$330K +5,353 +82%