We are live on ! Find out more
SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BFG
701
Bleakley Financial Group
New Jersey
$1.99M +$406K +5,385 +27%
SAI
702
Savvy Advisors Inc
New York
$1.99M -$101K -1,335 -5%
FC
703
Fulcrum Capital
Washington
$1.98M
RCWM
704
Red Crane Wealth Management
California
$1.98M +$4.9K +65 +0.3%
RFP
705
Root Financial Partners
California
$1.96M +$167K +2,213 +10%
CFP
706
Cascade Financial Partners
California
$1.96M -$14K -185 -0.7%
BTD
707
BankPlus Trust Department
Mississippi
$1.96M -$478K -6,342 -20%
MWP
708
Momentum Wealth Planning
Florida
$1.96M -$157K -2,077 -8%
PCG
709
Prosperity Consulting Group
Maryland
$1.96M +$1.88M +24,956 New
EWA
710
Exencial Wealth Advisors
Oklahoma
$1.95M +$34.5K +457 +2%
AFS
711
Access Financial Services
Minnesota
$1.95M +$42.9K +569 +2%
D
712
Dentgroup
Louisiana
$1.95M -$125K -1,657 -6%
PAS
713
PKS Advisory Services
New York
$1.94M +$296K +3,927 +40%
EP
714
Edgestream Partners
New Jersey
$1.94M +$1.86M +24,710 New
HAM
715
Harmony Asset Management
Arizona
$1.93M -$302 -4 -0%
SI
716
Shaker Investments
Ohio
$1.92M +$201K +2,665 +12%
SPA
717
Sentinel Pension Advisors
Massachusetts
$1.92M +$377 +5 +0%
TCFP
718
Treasure Coast Financial Planning
Florida
$1.91M -$76.7K -1,017 -4%
SEI Investments
719
SEI Investments
Pennsylvania
$1.91M +$1.46M +19,322 +384%
FF
720
Foronjy Financial
California
$1.91M +$129K +1,709 +8%
MIFH
721
Migdal Insurance & Financial Holdings
Israel
$1.91M
RFN
722
Redwood Financial Network
Ohio
$1.9M -$144K -1,913 -7%
JSW
723
Journey Strategic Wealth
New Jersey
$1.89M +$19.9K +264 +1%
Neuberger Berman Group
724
Neuberger Berman Group
New York
$1.89M +$26.6K +352 +1%
MWM
725
MFG Wealth Management
Indiana
$1.89M -$973K -12,897 -35%