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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BFA
51
Brown Financial Advisory
Alabama
$29.6M +$1.37M +26,439 +5%
SFP
52
Strategic Financial Partners
Oregon
$29.4M +$1.03M +19,884 +4%
NA
53
Nottingham Advisors
New York
$29.4M +$29.4M +566,449 +6,411%
BC
54
Brio Consultants
California
$29.1M +$1.74M +33,490 +6%
MGIA
55
Moneta Group Investment Advisors
Missouri
$27.1M +$1.42M +27,363 +5%
ACG
56
Allen Capital Group
Nebraska
$26.8M +$1.3M +25,044 +5%
GP
57
Girard Partners
Pennsylvania
$25M +$1.15M +22,243 +5%
CWM
58
CCG Wealth Management
California
$24.9M +$4.41M +85,070 +21%
VFM
59
Vivid Financial Management
California
$24.5M +$1.52M +29,225 +6%
MAS
60
Managed Account Services
Florida
$24.1M -$2.8M -53,911 -10%
RJFSA
61
Raymond James Financial Services Advisors
Florida
$24.1M +$2.91M +56,127 +13%
EWM
62
Executive Wealth Management
Michigan
$23.7M +$3.14M +60,487 +15%
GRP
63
Global Retirement Partners
California
$23.4M +$1.42M +27,326 +6%
DA
64
Detalus Advisors
Missouri
$23.3M +$1.72M +33,109 +8%
NRA
65
NSI Retail Advisors
Pennsylvania
$22.7M +$979K +18,867 +4%
AA
66
Advisory Alpha
Michigan
$22.7M -$219K -4,230 -0.9%
MML Investors Services
67
MML Investors Services
Massachusetts
$22.5M -$6.15M -118,489 -21%
HGWM
68
Horst & Graben Wealth Management
Oregon
$21.9M +$2.16M +41,601 +11%
WCM
69
Windsor Capital Management
Arizona
$21.6M +$631K +12,157 +3%
AC
70
Alexandria Capital
Virginia
$21.2M -$34.2K -659 -0.2%
CCFM
71
Clear Creek Financial Management
Washington
$21M +$8.13M +156,825 +60%
VCM
72
Vivaldi Capital Management
Illinois
$20.4M +$244K +4,706 +1%
C1AG
73
Client 1st Advisory Group
Florida
$19.9M +$844K +16,272 +4%
PWA
74
Physician Wealth Advisors
Utah
$19.2M +$1.9M +36,720 +11%
UBS Group
75
UBS Group
Switzerland
$19M -$302K -5,824 -2%