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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WWG
51
West Wealth Group
California
$79.1M +$3.37M +64,323 +5%
OFS
52
OneAscent Financial Services
Alabama
$78.9M +$74M +1,411,704 New
GRP
53
Global Retirement Partners
California
$76.9M +$10.5M +199,731 +17%
Two Sigma Investments
54
Two Sigma Investments
New York
$75.6M +$53.7M +1,024,733 +312%
MML Investors Services
55
MML Investors Services
Massachusetts
$75.2M +$39.1M +745,750 +124%
NA
56
NewEdge Advisors
Louisiana
$74M +$15.9M +303,708 +30%
OWA
57
One Wealth Advisors
California
$70.3M +$5.19M +99,113 +9%
Royal Bank of Canada
58
Royal Bank of Canada
Ontario, Canada
$65.6M +$17.6M +335,380 +40%
AAG
59
Armstrong Advisory Group
Massachusetts
$64.4M +$36.4M +695,310 +152%
RJA
60
Raymond James & Associates
Florida
$63.7M +$14M +268,157 +31%
RIG
61
RiverFront Investment Group
Virginia
$63M +$59.1M +1,127,147 New
SFS
62
Security Financial Services
Indiana
$62.7M +$6.06M +115,590 +11%
GP
63
Girard Partners
Pennsylvania
$62.1M -$588K -11,230 -1%
CIA
64
Compass Ion Advisors
Pennsylvania
$60.3M -$2.41M -46,026 -4%
PWA
65
Physician Wealth Advisors
Utah
$59.4M +$7.55M +144,202 +16%
DA
66
Detalus Advisors
Missouri
$56.6M +$3.51M +66,994 +7%
GVAG
67
Great Valley Advisor Group
Delaware
$55.9M +$9.75M +186,070 +23%
CW
68
CreativeOne Wealth
Kansas
$55.5M +$9.91M +189,214 +24%
SAM
69
Standpoint Asset Management
Arizona
$54.7M +$1.06M +20,300 +2%
BPWM
70
Badgley Phelps Wealth Managers
Washington
$53.1M +$543K +10,370 +1%
HWM
71
Horizon Wealth Management
Illinois
$51.9M +$1.37M +26,069 +3%
AWE
72
Avidian Wealth Enterprises
Texas
$51.4M +$12.2M +232,942 +34%
IWM
73
IHT Wealth Management
Illinois
$50.8M +$214K +4,087 +0.5%
KAS
74
Kestra Advisory Services
Texas
$50.1M +$5.09M +97,095 +12%
ACG
75
Allen Capital Group
Nebraska
$49.5M +$412K +7,855 +0.9%