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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWM
726
Puff Wealth Management
New Jersey
$2.48M +$684K +8,601 +39%
HFO
727
Heritage Family Offices
Arizona
$2.48M +$566K +7,117 +30%
SFWA
728
Summit Financial Wealth Advisors
Louisiana
$2.46M +$2.44M +30,675 New
RWP
729
RWA Wealth Partners
Massachusetts
$2.46M -$5.54M -69,671 -69%
TPWA
730
Twin Peaks Wealth Advisors
California
$2.45M +$745K +9,364 +45%
IWS
731
Integrity Wealth Solutions
Colorado
$2.44M -$1.51K -19 -0.1%
AWS
732
Aspen Wealth Strategies
Colorado
$2.43M +$2.19M +27,554 +999%
SCC
733
Seal Cove Capital
California
$2.43M +$2.41M +30,288 New
CMBA
734
C.M. Bidwell & Associates
Hawaii
$2.42M -$596K -7,497 -20%
MPCL
735
My Personal CFO LLC
Washington
$2.41M +$2.39M +30,061 New
SWM
736
Silverlake Wealth Management
Vermont
$2.41M +$3.1K +39 +0.1%
SS
737
SBI Securities
Japan
$2.39M +$213K +2,680 +10%
CC
738
Corsicana & Co
Texas
$2.39M +$241K +3,035 +11%
HNB
739
Huntington National Bank
Ohio
$2.38M
NW
740
NewEdge Wealth
Pennsylvania
$2.36M +$77.5K +974 +3%
KCPG
741
Kavar Capital Partners Group
Kansas
$2.35M +$239 +3 +0%
NFP
742
Narus Financial Partners
Utah
$2.34M +$13.3K +167 +0.6%
SW
743
SMART Wealth
Nebraska
$2.34M +$41.1K +517 +2%
DKCM
744
Davidson Kempner Capital Management
New York
$2.33M
MHS
745
M Holdings Securities
Oregon
$2.33M +$735K +9,238 +47%
FAP
746
Financial Advisory Partners
Florida
$2.32M +$126K +1,581 +6%
Envestnet Portfolio Solutions
747
Envestnet Portfolio Solutions
Illinois
$2.31M +$674K +8,470 +42%
SL
748
SFM LLC
New Hampshire
$2.3M +$1.29M +16,236 +130%
GC
749
Gould Capital
Washington
$2.29M +$743K +9,342 +49%
Geode Capital Management
750
Geode Capital Management
Massachusetts
$2.29M