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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LWA
51
Lenox Wealth Advisors
New York
$8.23M +$2.86M +82,276 +53%
Mariner
52
Mariner
Kansas
$7.52M +$636K +18,286 +9%
CCM
53
Coldstream Capital Management
Washington
$7.46M +$415K +11,935 +6%
WPSG
54
Wealth & Pension Services Group
Georgia
$7.43M +$174K +4,995 +2%
WP
55
WealthSource Partners
California
$7.25M +$2.48M +71,413 +52%
TCM
56
Towercrest Capital Management
Pennsylvania
$7.22M +$502K +14,448 +7%
IA
57
IFP Advisors
Florida
$6.88M +$6.9M +198,557 New
ACA
58
Aptus Capital Advisors
Alabama
$6.87M -$5.76M -165,613 -46%
AWMG
59
Alliance Wealth Management Group
New Jersey
$6.83M +$243K +7,000 +4%
CI
60
CX Institutional
Indiana
$6.67M +$4.75M +136,764 +251%
MCWS
61
McKinley Carter Wealth Services
West Virginia
$6.64M +$1.92M +55,209 +41%
Jane Street
62
Jane Street
New York
$6.47M +$3.64M +104,694 +129%
BWFA
63
Baltimore-Washington Financial Advisors
Maryland
$6.46M +$734K +21,112 +13%
LFG
64
LifePlan Financial Group
Ohio
$6.21M +$338K +9,716 +6%
AWM
65
AE Wealth Management
Kansas
$5.86M +$5.34M +153,539 +1,053%
CA
66
Continuum Advisory
Idaho
$5.74M +$317K +9,131 +6%
RJFSA
67
Raymond James Financial Services Advisors
Florida
$5.24M +$4.96M +142,726 +1,851%
FIM
68
Frontier Investment Management
Texas
$5.24M -$39.9K -1,147 -0.8%
HighTower Advisors
69
HighTower Advisors
Illinois
$5.17M +$397K +11,416 +8%
SS
70
Simplicity Solutions
Minnesota
$5.16M +$5.14M +147,919 New
MA
71
Mutual Advisors
Nebraska
$5.14M +$238K +6,851 +5%
VBFP
72
Valtinson Bruner Financial Planning
Minnesota
$5.05M -$481K -13,831 -9%
AF
73
Advisornet Financial
Minnesota
$4.87M +$1.58M +45,485 +48%
CA
74
Corrado Advisors
New Jersey
$4.72M -$914K -26,300 -16%
PWPS
75
Pinnacle Wealth Planning Services
Ohio
$4.72M +$203K +5,829 +5%