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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RJA
51
Raymond James & Associates
Florida
$48.5M +$7.1M +143,791 +18%
SAM
52
Standpoint Asset Management
Arizona
$48.3M +$5.77M +117,000 +14%
BPWM
53
Badgley Phelps Wealth Managers
Washington
$48.3M +$19.1M +386,760 +72%
SFS
54
Security Financial Services
Indiana
$47.6M +$1.78M +36,002 +4%
DA
55
Detalus Advisors
Missouri
$47.3M +$3.14M +63,714 +8%
WANY
56
Wealthspire Advisors (New York)
New York
$46.8M -$584K -11,834 -1%
ACM
57
Advance Capital Management
Michigan
$46.4M +$4.25M +86,083 +11%
B
58
Bridgeworth
Alabama
$45.2M +$3.27M +66,260 +8%
IWM
59
IHT Wealth Management
Illinois
$45M +$2.45M +49,659 +6%
ACG
60
Allen Capital Group
Nebraska
$44.9M +$1.39M +28,240 +3%
ODG
61
O'Dell Group
Ohio
$44.4M +$61.2K +1,241 +0.1%
CW
62
CreativeOne Wealth
Kansas
$44.2M +$1.85M +37,440 +5%
BFA
63
Brown Financial Advisory
Alabama
$44M +$1.33M +26,918 +3%
Goldman Sachs
64
Goldman Sachs
New York
$42.7M +$28M +568,229 +226%
GVAG
65
Great Valley Advisor Group
Delaware
$42.2M +$12.7M +256,416 +46%
NA
66
NewEdge Advisors
Louisiana
$41.6M +$13.9M +281,428 +54%
AI
67
Auour Investments
Massachusetts
$39.9M +$37.8M +765,470 New
PWA
68
Physician Wealth Advisors
Utah
$39.1M +$563K +11,407 +2%
IWP
69
IAG Wealth Partners
Wisconsin
$38.7M -$10.8M -218,794 -23%
FEG
70
Financial Enhancement Group
Indiana
$38M +$31.9M +645,877 +904%
NRI
71
NFP Retirement Inc
California
$36.8M +$2.08M +42,077 +6%
DAS
72
Dynamic Advisor Solutions
Arizona
$35.5M +$13.1M +265,928 +64%
LFAS
73
Level Four Advisory Services
Texas
$35.5M +$6.71M +136,060 +25%
Royal Bank of Canada
74
Royal Bank of Canada
Ontario, Canada
$35.3M +$328K +6,637 +1%
HWM
75
Horizon Wealth Management
Illinois
$34.9M +$25.2M +511,464 +322%