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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EAM
726
Evanson Asset Management
California
$1.68M +$272K +4,042 +21%
PFM
727
Potomac Fund Management
Florida
$1.68M +$1.54M +22,930 New
RFP
728
Root Financial Partners
California
$1.66M -$127K -1,882 -8%
CCM
729
Coldstream Capital Management
Washington
$1.65M -$147K -2,182 -9%
FF
730
Foronjy Financial
California
$1.65M +$1.52M +22,637 New
CTFG
731
Capstone Triton Financial Group
Oklahoma
$1.63M +$1.51M +22,444 New
RIA
732
Regal Investment Advisors
Michigan
$1.63M +$1.5M +22,372 New
HA
733
Hofer & Associates
California
$1.62M +$549K +8,169 +58%
OWM
734
Omnitrust Wealth Management
Florida
$1.61M +$1.23M +18,327 New
SPC
735
Spirepoint Private Client
Florida
$1.61M +$18.6K +276 +1%
CAM
736
Cobblestone Asset Management
Virginia
$1.6M -$192K -2,862 -12%
WT
737
Whittier Trust
California
$1.59M -$708K -10,528 -33%
SI
738
Shaker Investments
Ohio
$1.58M +$70.9K +1,055 +5%
SPC
739
Sigma Planning Corp
Michigan
$1.58M -$47.6K -708 -3%
TPWA
740
Twin Peaks Wealth Advisors
California
$1.58M +$57.2K +851 +4%
SWM
741
Silverlake Wealth Management
Vermont
$1.56M +$1.21M +17,934 +507%
Envestnet Portfolio Solutions
742
Envestnet Portfolio Solutions
Illinois
$1.56M -$2.08M -30,941 -59%
LIA
743
LBMC Investment Advisors
Tennessee
$1.53M -$789K -11,733 -36%
RCA
744
Ranch Capital Advisors
Florida
$1.53M +$9.62K +143 +0.7%
CFG
745
Cooper Financial Group
California
$1.53M -$2.62M -38,955 -65%
MC
746
Moors & Cabot
Massachusetts
$1.5M -$57K -848 -4%
EC
747
Estate Counselors
Wisconsin
$1.49M +$634K +9,430 +85%
CWM
748
CIBC World Markets
New York
$1.49M +$4.24K +63 +0.3%
BTWM
749
Brass Tax Wealth Management
Ohio
$1.49M -$69.3K -1,030 -5%
ISFAN
750
Investor's Fiduciary Advisor Network
Washington
$1.49M -$1.51M -22,438 -52%