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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GP
51
Girard Partners
Pennsylvania
$10.9M +$700K +19,345 +7%
MFT
52
Moisand Fitzgerald Tamayo
Florida
$10.9M -$199K -5,502 -2%
IWP
53
IAG Wealth Partners
Wisconsin
$10.8M +$10.3M +284,583 New
WCM
54
Windsor Capital Management
Arizona
$10.7M +$1.01M +27,955 +11%
Wells Fargo
55
Wells Fargo
California
$10.7M +$681K +18,832 +7%
VBFP
56
Valtinson Bruner Financial Planning
Minnesota
$10.5M +$4.72M +130,592 +90%
MAS
57
Managed Account Services
Florida
$10.2M +$986K +27,278 +11%
C1AG
58
Client 1st Advisory Group
Florida
$10M +$9.59M +265,337 New
CCMG
59
Clark Capital Management Group
Pennsylvania
$9.96M -$1.01M -27,822 -10%
JFA
60
JNBA Financial Advisors
Minnesota
$9.85M -$1.48M -40,999 -14%
LWA
61
Lenox Wealth Advisors
New York
$9.79M +$822K +22,746 +10%
ODCM
62
Old Dominion Capital Management
Virginia
$9.72M -$881K -24,360 -9%
SA
63
Stewardship Advisors
Pennsylvania
$9.67M +$9.25M +255,778 New
PAG
64
Pinnacle Advisory Group
Maryland
$9.43M +$216K +5,972 +2%
Mariner
65
Mariner
Kansas
$9.43M +$1.21M +33,526 +16%
DA
66
Detalus Advisors
Missouri
$9.2M +$8.8M +243,340 New
Financial Engines Advisors
67
Financial Engines Advisors
California
$8.85M +$7.7M +212,910 +1,014%
SWP
68
Strategic Wealth Partners
Ohio
$8.29M +$611K +16,894 +8%
AF
69
Advisornet Financial
Minnesota
$7.91M +$2.51M +69,448 +50%
TCM
70
Towercrest Capital Management
Pennsylvania
$7.76M -$65.2K -1,803 -0.9%
FFC
71
Fure Financial Corporation
Minnesota
$7.48M +$7.15M +197,811 New
RJFSA
72
Raymond James Financial Services Advisors
Florida
$7.43M +$1.67M +46,078 +31%
LW
73
Linscomb Wealth
Texas
$7.4M +$7.07M +195,611 New
AWMG
74
Alliance Wealth Management Group
New Jersey
$7.35M -$51.7K -1,430 -0.7%
BWFA
75
Baltimore-Washington Financial Advisors
Maryland
$7.27M +$244K +6,751 +4%