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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KW
51
KWB Wealth
California
$84.5M -$14M -239,350 -15%
NA
52
NewEdge Advisors
Louisiana
$82.9M +$2.27M +38,709 +3%
PCA
53
Prosperity Capital Advisors
Ohio
$81.4M -$23.3M -397,047 -23%
MML Investors Services
54
MML Investors Services
Massachusetts
$81.4M -$1.26M -21,546 -2%
GLA
55
Good Life Advisors
Pennsylvania
$79.3M +$32.5M +554,804 +76%
OFS
56
OneAscent Financial Services
Alabama
$78.3M -$8.15M -139,220 -10%
SWM
57
SigFig Wealth Management
California
$77.6M -$29.5M -503,285 -29%
GP
58
Girard Partners
Pennsylvania
$73.5M +$4.85M +82,744 +7%
RIG
59
RiverFront Investment Group
Virginia
$71.1M +$1.63M +27,889 +2%
State Street
60
State Street
Massachusetts
$70.8M +$26.9M +459,900 +67%
HGWM
61
Horst & Graben Wealth Management
Oregon
$70.1M -$19.3M -329,065 -22%
GVAG
62
Great Valley Advisor Group
Delaware
$66.2M +$4.42M +75,529 +8%
SFS
63
Security Financial Services
Indiana
$66.2M -$2.69M -45,869 -4%
CIA
64
Compass Ion Advisors
Pennsylvania
$64.9M -$1.39M -23,782 -2%
RJA
65
Raymond James & Associates
Florida
$64.7M -$5.09M -86,936 -8%
AWE
66
Avidian Wealth Enterprises
Texas
$64.5M +$7.52M +128,389 +14%
AAG
67
Armstrong Advisory Group
Massachusetts
$64.4M
OWA
68
One Wealth Advisors
California
$63.1M -$13.6M -232,128 -18%
SAM
69
Standpoint Asset Management
Arizona
$62.3M +$1.97M +33,700 +3%
ACA
70
Aptus Capital Advisors
Alabama
$62.2M +$8.97M +153,115 +18%
HWM
71
Horizon Wealth Management
Illinois
$61.1M +$3.79M +64,668 +7%
DA
72
Detalus Advisors
Missouri
$60.8M -$1.45M -24,799 -2%
BPWM
73
Badgley Phelps Wealth Managers
Washington
$60.3M +$1.73M +29,469 +3%
IF
74
Intrua Financial
Texas
$57.3M +$6.98M +119,192 +15%
KAS
75
Kestra Advisory Services
Texas
$57.2M +$1.95M +33,321 +4%