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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWA
51
Peterson Wealth Advisors
Utah
$181M +$2.68M +35,563 +2%
GRP
52
Global Retirement Partners
California
$179M +$8.88M +117,697 +5%
NA
53
NewEdge Advisors
Louisiana
$170M -$10.6M -140,405 -6%
UBS Group
54
UBS Group
Switzerland
$169M +$7.72M +102,311 +5%
Mariner
55
Mariner
Kansas
$167M +$978K +12,966 +0.6%
ST
56
Spinnaker Trust
Maine
$166M +$5.42M +71,854 +3%
LFG
57
Larson Financial Group
Missouri
$163M +$34.1M +451,641 +28%
MML Investors Services
58
MML Investors Services
Massachusetts
$162M -$4.71M -62,430 -3%
OPAM
59
Ocean Park Asset Management
California
$161M +$155M +2,058,656 New
TVAMP
60
Tennessee Valley Asset Management Partners
Tennessee
$146M -$7.82M -103,679 -5%
UF
61
Univest Financial
Pennsylvania
$138M -$3.95M -52,318 -3%
4WM
62
49 Wealth Management
Texas
$137M +$11.6M +154,376 +10%
GVAG
63
Great Valley Advisor Group
Delaware
$132M +$7.7M +102,028 +6%
SHGA
64
Sand Hill Global Advisors
California
$131M -$2.39M -31,649 -2%
RIS
65
Retirement Income Solutions
Michigan
$130M +$2.7M +35,791 +2%
Royal Bank of Canada
66
Royal Bank of Canada
Ontario, Canada
$128M +$39.2M +519,320 +47%
PCA
67
Prosperity Capital Advisors
Ohio
$126M +$5.75M +76,183 +5%
State Street
68
State Street
Massachusetts
$123M -$3.44M -45,658 -3%
ACM
69
AlphaStar Capital Management
North Carolina
$122M +$21.9M +290,087 +23%
AWM
70
AE Wealth Management
Kansas
$113M -$6.12M -81,193 -5%
Commonwealth Equity Services
71
Commonwealth Equity Services
Massachusetts
$113M +$3.23M +42,787 +3%
VC
72
Vicus Capital
Pennsylvania
$111M +$103M +1,370,445 +2,849%
AG
73
Ascent Group
Virginia
$107M +$1.8M +23,901 +2%
AHSSHC
74
Adventist Health System Sunbelt Healthcare Corp
Florida
$102M +$98.1M +1,300,000 New
ACA
75
Aptus Capital Advisors
Alabama
$99.1M -$5.52M -73,124 -5%