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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ACM
51
AlphaStar Capital Management
North Carolina
$35.6M -$66.2M -1,264,934 -65%
OWA
52
One Wealth Advisors
California
$35.3M +$12.2M +232,556 +54%
Thrivent Financial for Lutherans
53
Thrivent Financial for Lutherans
Minnesota
$34.8M +$34.3M +655,812 New
IWP
54
IAG Wealth Partners
Wisconsin
$34.4M -$237K -4,522 -0.7%
NA
55
Nottingham Advisors
New York
$33.8M -$3.32M -63,376 -9%
BFA
56
Brown Financial Advisory
Alabama
$33.6M +$1.93M +36,861 +6%
CWM
57
CCG Wealth Management
California
$33.5M +$4.04M +77,071 +14%
ODFS
58
O'Donnell Financial Services
California
$33.1M +$191K +3,645 +0.6%
LFAS
59
Level Four Advisory Services
Texas
$32.7M -$1.58M -30,236 -5%
MGIA
60
Moneta Group Investment Advisors
Missouri
$30.7M +$1.19M +22,730 +4%
PWA
61
Physician Wealth Advisors
Utah
$30.5M +$9.75M +186,134 +44%
HighTower Advisors
62
HighTower Advisors
Illinois
$30.3M -$118K -2,259 -0.4%
State Street
63
State Street
Massachusetts
$30M -$3.38M -64,553 -10%
SFP
64
Strategic Financial Partners
Oregon
$29.9M +$3.37M +64,437 +13%
ACG
65
Allen Capital Group
Nebraska
$28.3M +$248K +4,730 +0.9%
BC
66
Brio Consultants
California
$27.6M -$2.93M -55,973 -10%
KP
67
Keel Point
Alabama
$27.1M +$26.7M +510,644 New
Mariner
68
Mariner
Kansas
$26.8M +$7.58M +144,751 +40%
WAOI
69
Wealth Advisors of Iowa
Iowa
$26.8M +$25.8M +492,937 +4,262%
CCFM
70
Clear Creek Financial Management
Washington
$26.7M -$3.86M -73,628 -13%
GRP
71
Global Retirement Partners
California
$26.2M +$29.6M +564,802 New
C1AG
72
Client 1st Advisory Group
Florida
$25.3M +$3.29M +62,791 +15%
MML Investors Services
73
MML Investors Services
Massachusetts
$25.2M +$282K +5,380 +1%
UBS Group
74
UBS Group
Switzerland
$24M +$3.65M +69,668 +18%
SFG
75
StrategIQ Financial Group
Indiana
$23.8M +$4.68M +89,426 +25%