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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ADL
726
Asset Dedication LLC
California
$675K -$17.8K -289 -3%
CIA
727
Capital Investment Advisors
Georgia
$675K +$14.2K +231 +2%
LFG
728
Leverty Financial Group
Wisconsin
$674K +$54.4K +884 +9%
DC
729
Destiny Capital
Colorado
$663K -$24.6K -399 -4%
Fisher Asset Management
730
Fisher Asset Management
Washington
$651K +$626K +10,166 New
RWM
731
Rockwood Wealth Management
Pennsylvania
$646K +$53K +861 +9%
AUB
732
Atlantic Union Bankshares
Virginia
$644K +$16.3K +264 +3%
LWM
733
Liberty Wealth Management
California
$638K +$90.6K +1,471 +17%
CFS
734
Coordinated Financial Services
Colorado
$630K +$1.54K +25 +0.3%
ORG
735
Optimist Retirement Group
Washington
$625K +$1.05K +17 +0.2%
Empower Advisory Group
736
Empower Advisory Group
Colorado
$624K +$182K +2,964 +44%
TC
737
Trilogy Capital
California
$616K -$694K -11,273 -54%
SFA
738
Source Financial Advisors
New York
$616K -$20.8K -338 -3%
VCM
739
Virtue Capital Management
Tennessee
$611K +$35.7K +580 +7%
RW
740
Regimen Wealth
Georgia
$610K -$5.11K -83 -0.9%
CWM
741
Cranbrook Wealth Management
Michigan
$608K
LMKC
742
L.M. Kohn & Company
Ohio
$606K +$102K +1,652 +21%
KFI
743
Key Financial Inc
Pennsylvania
$606K +$41.9K +680 +8%
EWA
744
EP Wealth Advisors
California
$602K +$394K +6,396 +213%
NAS
745
Nicolet Advisory Services
Wisconsin
$600K +$133K +2,163 +31%
LWANC
746
Laurel Wealth Advisors (North Carolina)
North Carolina
$592K +$7.82K +127 +1%
Vanguard Group
747
Vanguard Group
Pennsylvania
$592K +$247K +4,009 +77%
FCM
748
Fourpath Capital Management
Oklahoma
$586K -$20.9K -339 -4%
SCP
749
Stevens Capital Partners
Nebraska
$584K +$47K +763 +9%
TCPG
750
Trivant Custom Portfolio Group
California
$579K +$33.1K +538 +6%