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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MGIA
51
Moneta Group Investment Advisors
Missouri
$23.5M +$1.68M +37,148 +8%
ACG
52
Allen Capital Group
Nebraska
$23.1M -$3.32M -73,224 -13%
VFM
53
Vivid Financial Management
California
$20.4M -$532K -11,740 -3%
MML Investors Services
54
MML Investors Services
Massachusetts
$20.2M -$2.07M -45,730 -10%
GRP
55
Global Retirement Partners
California
$20.1M +$3.59M +79,183 +22%
VCM
56
Vivaldi Capital Management
Illinois
$19.4M +$707K +15,583 +4%
GP
57
Girard Partners
Pennsylvania
$19.3M +$1.74M +38,400 +10%
AC
58
Alexandria Capital
Virginia
$19.2M -$25.6K -565 -0.1%
RJFSA
59
Raymond James Financial Services Advisors
Florida
$19.2M +$108K +2,378 +0.6%
WCM
60
Windsor Capital Management
Arizona
$18.9M +$2.18M +48,146 +14%
EWM
61
Executive Wealth Management
Michigan
$18.4M +$982K +21,648 +6%
UBS Group
62
UBS Group
Switzerland
$18.2M +$177K +3,898 +1%
C1AG
63
Client 1st Advisory Group
Florida
$17.6M +$1.7M +37,529 +11%
RIG
64
Roosevelt Investment Group
New York
$17.4M +$801K +17,657 +5%
RA
65
RFG Advisory
Alabama
$16.9M -$83.9K -1,851 -0.5%
FI
66
FormulaFolio Investments
Michigan
$16.6M -$64.7M -1,426,781 -81%
CWM
67
CCG Wealth Management
California
$16.3M +$3.52M +77,624 +28%
CWM
68
Cornerstone Wealth Management
Missouri
$15.9M +$557K +12,291 +4%
HGWM
69
Horst & Graben Wealth Management
Oregon
$15.6M +$1.75M +38,579 +13%
APC
70
Aspire Private Capital
North Carolina
$15.4M -$1.29M -28,360 -8%
MFT
71
Moisand Fitzgerald Tamayo
Florida
$15.1M +$80.1K +1,767 +0.5%
WCFA
72
Walkner Condon Financial Advisors
Wisconsin
$15.1M -$1.39M -30,582 -9%
SRSA
73
S.R. Schill & Associates
Washington
$14.7M +$195K +4,290 +1%
AAS
74
Annex Advisory Services
Wisconsin
$14.5M -$849K -18,729 -6%
APW
75
Austin Private Wealth
Texas
$14.5M +$485K +10,696 +4%