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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VCM
701
Virtue Capital Management
Tennessee
$529K +$49K +837 +11%
OSNBOA
702
Old Second National Bank of Aurora
Illinois
$525K +$145K +2,473 +41%
CWMGP
703
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$525K -$316K -5,392 -39%
AIM
704
Acropolis Investment Management
Missouri
$524K
TCPG
705
Trivant Custom Portfolio Group
California
$523K +$72.7K +1,242 +17%
LWM
706
Liberty Wealth Management
California
$523K +$283K +4,832 +132%
KCFA
707
Key Client Fiduciary Advisors
New Jersey
$519K +$81K +1,383 +20%
CWM
708
Chemistry Wealth Management
New York
$517K
SCP
709
Stevens Capital Partners
Nebraska
$515K +$18.2K +311 +4%
OWA
710
ORBA Wealth Advisors
Illinois
$503K
GSIS
711
Global Strategic Investment Solutions
Arizona
$492K
SIAS
712
Summit Investment Advisory Services
Minnesota
$492K +$6.85K +117 +1%
P
713
&Partners
Tennessee
$489K +$466K +7,949 New
IAN
714
Integrated Advisors Network
Texas
$485K +$74K +1,263 +19%
LMKC
715
L.M. Kohn & Company
Ohio
$481K +$50.9K +869 +12%
TFS
716
Thoroughbred Financial Services
Tennessee
$481K +$197K +3,360 +75%
MAG
717
M3 Advisory Group
Massachusetts
$479K
KPWS
718
Kestra Private Wealth Services
Texas
$471K +$175K +2,980 +64%
SPIA
719
Steward Partners Investment Advisory
New York
$470K -$2.19M -37,327 -83%
Citigroup
720
Citigroup
New York
$468K -$5.45K -93 -1%
OBWG
721
Onyx Bridge Wealth Group
New York
$454K +$203K +3,470 +84%
HNW
722
High Note Wealth
Minnesota
$444K +$2.05K +35 +0.5%
OIM
723
Opus Investment Management
Massachusetts
$442K
FCA
724
FLC Capital Advisors
California
$441K
MWM
725
Merriman Wealth Management
Washington
$433K +$412K +7,043 New