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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PAG
751
Private Advisory Group
Washington
$3.35M +$482K +5,653 +17%
NA
752
Novus Advisors
South Carolina
$3.35M +$78.2K +917 +2%
HA
753
Hofer & Associates
California
$3.35M +$131K +1,533 +4%
WEG
754
World Equity Group
Illinois
$3.31M +$2.12M +24,865 +194%
FWI
755
Facet Wealth Inc
Maryland
$3.31M +$583K +6,828 +22%
TCM
756
Triumph Capital Management
Colorado
$3.31M +$326K +3,820 +11%
WW
757
Waterfront Wealth
Kansas
$3.31M +$153K +1,799 +5%
CG
758
Corundum Group
Colorado
$3.27M +$313K +3,665 +11%
CC
759
Corsicana & Co
Texas
$3.27M +$1.41M +16,522 +80%
RFA
760
Resurgent Financial Advisors
Georgia
$3.27M +$1.01M +11,786 +46%
AFA
761
American Financial Advisors
Georgia
$3.24M -$6.74K -79 -0.2%
TAP
762
Tounjian Advisory Partners
Florida
$3.21M +$3.12M +36,543 New
AP
763
Americana Partners
Texas
$3.21M -$802K -9,397 -20%
IIM
764
IFC & Insurance Marketing
California
$3.21M -$59K -691 -2%
FFO
765
Fortitude Family Office
Arizona
$3.21M -$75K -879 -2%
SSCM
766
Spectrum Strategic Capital Management
Oregon
$3.18M -$585K -6,857 -16%
CMBA
767
C.M. Bidwell & Associates
Hawaii
$3.18M +$288K +3,381 +10%
PFA
768
Pinnacle Family Advisors
Missouri
$3.18M +$559K +6,550 +22%
AAMC
769
Asset Allocation & Management Company
Illinois
$3.17M +$3.08M +36,130 New
RDFA
770
Ritter Daniher Financial Advisory
Ohio
$3.16M +$1.6M +18,770 +109%
TPWA
771
Twin Peaks Wealth Advisors
California
$3.15M +$319K +3,740 +12%
SFWA
772
Summit Financial Wealth Advisors
Louisiana
$3.14M +$232K +2,722 +8%
EWM
773
Elevation Wealth Management
Minnesota
$3.13M +$201K +2,353 +7%
Envestnet Portfolio Solutions
774
Envestnet Portfolio Solutions
Illinois
$3.13M +$404K +4,736 +15%
AWS
775
Aspen Wealth Strategies
Colorado
$3.12M +$249K +2,919 +9%