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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ACA
51
Aptus Capital Advisors
Alabama
$54.2M -$7.76M -148,309 -12%
ACM
52
AlphaStar Capital Management
North Carolina
$52.8M -$4.75M -90,813 -8%
SFS
53
Security Financial Services
Indiana
$50.5M +$4.83M +92,293 +10%
NA
54
NewEdge Advisors
Louisiana
$50.5M +$10.7M +205,497 +26%
SAM
55
Standpoint Asset Management
Arizona
$48.2M +$1.66M +31,700 +3%
DA
56
Detalus Advisors
Missouri
$47.5M +$1.97M +37,587 +4%
BPWM
57
Badgley Phelps Wealth Managers
Washington
$47.3M +$746K +14,265 +2%
PWA
58
Physician Wealth Advisors
Utah
$45.7M +$7.84M +149,833 +20%
IWM
59
IHT Wealth Management
Illinois
$45.5M +$2.18M +41,638 +5%
HWM
60
Horizon Wealth Management
Illinois
$45.3M +$12.1M +231,153 +34%
ACG
61
Allen Capital Group
Nebraska
$44.1M +$802K +15,337 +2%
ODG
62
O'Dell Group
Ohio
$43.8M +$1.03M +19,774 +2%
RJA
63
Raymond James & Associates
Florida
$43.8M -$3.1M -59,314 -6%
WANY
64
Wealthspire Advisors (New York)
New York
$43M -$2.3M -44,016 -5%
Royal Bank of Canada
65
Royal Bank of Canada
Ontario, Canada
$42.1M +$8.44M +161,358 +24%
BFA
66
Brown Financial Advisory
Alabama
$42M -$458K -8,755 -1%
GVAG
67
Great Valley Advisor Group
Delaware
$40.9M +$274K +5,238 +0.6%
CW
68
CreativeOne Wealth
Kansas
$40.4M -$2.31M -44,163 -5%
KAS
69
Kestra Advisory Services
Texas
$40.1M +$12.6M +241,714 +43%
CWM
70
CCG Wealth Management
California
$39.9M +$8.64M +165,220 +26%
Goldman Sachs
71
Goldman Sachs
New York
$39.4M -$1.9M -36,269 -4%
DCM
72
Davidson Capital Management
Texas
$38M -$25.9M -495,548 -40%
AI
73
Auour Investments
Massachusetts
$37.7M -$1.37M -26,130 -3%
IWP
74
IAG Wealth Partners
Wisconsin
$36.8M -$545K -10,419 -1%
FEG
75
Financial Enhancement Group
Indiana
$36.6M -$163K -3,117 -0.4%