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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ACG
51
Allen Capital Group
Nebraska
$32.1M +$1.63M +34,992 +5%
OIA
52
OneDigital Investment Advisors
Kansas
$31.9M +$34M +727,871 +2,286%
LAS
53
Lloyd Advisory Services
Georgia
$31.5M +$1.94M +41,546 +6%
ACM
54
Advance Capital Management
Michigan
$31.4M +$277K +5,922 +0.8%
CWM
55
CCG Wealth Management
California
$30.1M -$1.29M -27,661 -4%
GRP
56
Global Retirement Partners
California
$30.1M +$2.4M +51,339 +8%
AIM
57
Astor Investment Management
Illinois
$29M -$1.65M -35,228 -5%
DA
58
Detalus Advisors
Missouri
$28.8M +$16.5M +353,209 +106%
PWA
59
Physician Wealth Advisors
Utah
$28.7M +$806K +17,256 +3%
LFAS
60
Level Four Advisory Services
Texas
$27M +$148K +3,165 +0.5%
GVAG
61
Great Valley Advisor Group
Delaware
$26.7M -$5.9M -126,280 -17%
AFG
62
Affinia Financial Group
Massachusetts
$25.6M -$8.64M -185,080 -23%
GLA
63
Good Life Advisors
Pennsylvania
$25.4M -$3.29M -70,448 -10%
MGIA
64
Moneta Group Investment Advisors
Missouri
$25.2M -$2.41M -51,629 -8%
SCA
65
Snowden Capital Advisors
New York
$25M +$12.3M +263,736 +79%
C1AG
66
Client 1st Advisory Group
Florida
$24.2M +$1.23M +26,323 +5%
Mariner
67
Mariner
Kansas
$24.1M -$235K -5,022 -0.9%
WAS
68
Wealth Advisory Solutions
Indiana
$23.7M +$13.3M +285,314 +103%
KP
69
Keel Point
Alabama
$23.2M +$1.91M +40,877 +8%
Royal Bank of Canada
70
Royal Bank of Canada
Ontario, Canada
$22.6M +$3.28M +70,221 +15%
MML Investors Services
71
MML Investors Services
Massachusetts
$22.2M +$779K +16,677 +3%
TA
72
Tectonic Advisors
Texas
$21.1M +$919K +19,672 +4%
IA
73
IFP Advisors
Florida
$20.9M +$1.49M +31,990 +5%
NA
74
Nottingham Advisors
New York
$20.8M +$1.6M +34,342 +8%
SFP
75
Strategic Financial Partners
Oregon
$19.8M +$2.53M +54,261 +13%