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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LFAS
51
Level Four Advisory Services
Texas
$36.1M +$2.44M +45,257 +8%
State Street
52
State Street
Massachusetts
$35.2M -$1.05M -19,448 -3%
LAS
53
Lloyd Advisory Services
Georgia
$34.3M +$409K +7,575 +1%
BFA
54
Brown Financial Advisory
Alabama
$33.2M +$459K +8,508 +1%
SFS
55
Security Financial Services
Indiana
$32.8M +$31.8M +588,010 New
CCFM
56
Clear Creek Financial Management
Washington
$32.2M +$8.64M +160,026 +38%
ODFS
57
O'Donnell Financial Services
California
$32.2M -$413K -7,640 -1%
BC
58
Brio Consultants
California
$32.1M -$93.8K -1,737 -0.3%
HighTower Advisors
59
HighTower Advisors
Illinois
$31.9M +$23.1M +426,914 +295%
MGIA
60
Moneta Group Investment Advisors
Missouri
$31M +$1M +18,558 +3%
CWM
61
CCG Wealth Management
California
$30.9M +$3.32M +61,419 +12%
VFM
62
Vivid Financial Management
California
$30.9M +$3.67M +67,941 +14%
HGWM
63
Horst & Graben Wealth Management
Oregon
$29.6M +$5.26M +97,439 +23%
GP
64
Girard Partners
Pennsylvania
$29.6M +$1.84M +34,008 +7%
ACG
65
Allen Capital Group
Nebraska
$29.5M -$177K -3,287 -0.6%
SFP
66
Strategic Financial Partners
Oregon
$27.8M -$4.59M -84,916 -15%
CW
67
CreativeOne Wealth
Kansas
$27.6M +$9M +166,643 +51%
DA
68
Detalus Advisors
Missouri
$26.5M +$662K +12,260 +3%
EWM
69
Executive Wealth Management
Michigan
$26.5M +$201K +3,730 +0.8%
MML Investors Services
70
MML Investors Services
Massachusetts
$26.2M +$1.22M +22,539 +5%
AA
71
Advisory Alpha
Michigan
$25.5M +$370K +6,861 +2%
APW
72
Austin Private Wealth
Texas
$24.8M +$3.84M +71,203 +19%
NRA
73
NSI Retail Advisors
Pennsylvania
$24.4M -$702K -13,000 -3%
OWA
74
One Wealth Advisors
California
$24.1M +$5.88M +108,864 +34%
WCM
75
Windsor Capital Management
Arizona
$23.7M -$129K -2,391 -0.6%