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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAG
701
Crestwood Advisors Group
Massachusetts
$1.85M +$225K +3,351 +15%
FC
702
Fulcrum Capital
Washington
$1.84M
RCWM
703
Red Crane Wealth Management
California
$1.83M -$3.43K -51 -0.2%
CFP
704
Cascade Financial Partners
California
$1.83M -$5.25K -78 -0.3%
Koshinski Asset Management
705
Koshinski Asset Management
Illinois
$1.82M +$33.7K +501 +2%
SWM
706
Segment Wealth Management
Texas
$1.8M +$1.06M +15,765 +175%
HS
707
Horan Securities
United States
$1.79M +$1.66M +24,623 New
HFO
708
Heritage Family Offices
Arizona
$1.79M
HAM
709
Harmony Asset Management
Arizona
$1.79M
EWA
710
Exencial Wealth Advisors
Oklahoma
$1.78M +$1.39M +20,739 +553%
SPA
711
Sentinel Pension Advisors
Massachusetts
$1.78M -$202 -3 -0%
AFS
712
Access Financial Services
Minnesota
$1.77M +$26.9K +400 +2%
MIFH
713
Migdal Insurance & Financial Holdings
Israel
$1.77M +$128K +1,900 +8%
NFG
714
Nations Financial Group
Iowa
$1.75M -$9.21K -137 -0.6%
SAM
715
Secure Asset Management
Michigan
$1.75M -$159K -2,362 -9%
SB
716
SIG Brokerage
New York
$1.74M
NIWA
717
New Insight Wealth Advisors
California
$1.74M +$63.6K +946 +4%
JSW
718
Journey Strategic Wealth
New Jersey
$1.74M -$108K -1,601 -6%
IA
719
Insight Advisors
Pennsylvania
$1.73M -$874 -13 -0.1%
TWG
720
The Wealth Group
Minnesota
$1.73M +$1.6M +23,821 New
Neuberger Berman Group
721
Neuberger Berman Group
New York
$1.73M +$942K +14,005 +143%
WIC
722
Woodmont Investment Counsel
Tennessee
$1.72M
BNP Paribas Financial Markets
723
BNP Paribas Financial Markets
France
$1.7M -$3.5M -52,024 -69%
HFP
724
Holistic Financial Partners
Indiana
$1.7M +$1.57M +23,328 New
SSW
725
Stone Summit Wealth
Florida
$1.69M -$84.3K -1,254 -5%