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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PMFA
726
Plante Moran Financial Advisors
Michigan
$432K -$59.5K -1,016 -13%
DWP
727
Destiny Wealth Partners
Florida
$425K -$6.62K -113 -2%
NAS
728
Nicolet Advisory Services
Wisconsin
$423K -$11.4K -195 -3%
M1FG
729
Mach-1 Financial Group
Arkansas
$418K +$8.61K +147 +2%
Empower Advisory Group
730
Empower Advisory Group
Colorado
$418K +$152K +2,587 +62%
DLHL
731
Donald L. Hagan LLC
Florida
$415K -$52.2K -891 -12%
SWM
732
SFG Wealth Management
Maryland
$412K +$18K +307 +5%
OSAM
733
O'Shaughnessy Asset Management
Connecticut
$411K +$177K +3,021 +82%
FMWA
734
Forvis Mazars Wealth Advisors
Missouri
$410K
WS
735
Wedbush Securities
California
$404K +$36.6K +625 +11%
MA
736
MJP Associates
Connecticut
$404K -$32.6K -556 -8%
MWM
737
MGB Wealth Management
Texas
$402K -$2.87K -49 -0.7%
RIA
738
Regal Investment Advisors
Michigan
$400K +$381K +6,504 New
RWP
739
RWA Wealth Partners
Massachusetts
$396K
AF
740
Allworth Financial
California
$395K +$76.8K +1,312 +26%
CWM
741
Campbell Wealth Management
Virginia
$393K
RZH
742
Relyea Zuckerberg Hanson
Connecticut
$392K +$1.23K +21 +0.3%
BJL
743
Brighton Jones LLC
Washington
$391K +$48.3K +825 +15%
AFG
744
AFS Financial Group
Maryland
$389K -$1.92M -32,857 -84%
FFA
745
Founders Financial Alliance
North Carolina
$387K +$7.61K +130 +2%
RBFC
746
Roman Butler Fullerton & Co
Missouri
$383K -$280K -4,789 -42%
FA
747
Fortis Advisors
Pennsylvania
$382K +$2.28K +39 +0.6%
CG
748
Cutler Group
California
$379K -$365K -6,235 -50%
FC
749
Forte Capital
New York
$378K -$1.41M -24,029 -80%
TCOTS
750
Trust Company of the South
North Carolina
$374K