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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PPWM
751
PFG Private Wealth Management
Florida
$374K +$150K +2,554 +73%
BC
752
Brio Consultants
California
$369K -$6.79K -116 -2%
WBCM
753
Wilson & Boucher Capital Management
California
$363K
MIM
754
Macroview Investment Management
Maryland
$355K
EAM
755
Evanson Asset Management
California
$353K +$336K +5,732 New
SWP
756
Strategic Wealth Partners
Ohio
$352K -$21.8K -373 -6%
IIC
757
Integrated Investment Consultants
Michigan
$347K +$330K +5,640 New
AA
758
Apriem Advisors
California
$345K -$158K -2,690 -32%
DADC
759
D.A. Davidson & Co
Montana
$343K +$327K +5,580 New
AFO
760
Arrowroot Family Office
California
$340K -$3.04K -52 -0.9%
SWM
761
Silverlake Wealth Management
Vermont
$338K +$1.11K +19 +0.3%
DC
762
Defender Capital
North Carolina
$338K
MWM
763
MY Wealth Management
Maryland
$335K -$114K -1,948 -26%
NG
764
Northstar Group
New York
$332K
FEM
765
Fulcrum Equity Management
Texas
$332K -$99.2K -1,693 -24%
DI
766
Diligent Investors
California
$330K -$20.8K -356 -6%
SF
767
Synovus Financial
Georgia
$330K +$12.9K +221 +4%
Lido Advisors
768
Lido Advisors
California
$328K -$264K -4,510 -46%
DWM
769
Defined Wealth Management
Oregon
$327K +$312K +5,319 New
SFS
770
Summit Financial Strategies
Ohio
$327K
Qube Research & Technologies (QRT)
771
Qube Research & Technologies (QRT)
United Kingdom
$326K -$324K -5,526 -51%
QCM
772
QRG Capital Management
Illinois
$323K -$81.1K -1,384 -21%
Vanguard Group
773
Vanguard Group
Pennsylvania
$322K +$306K +5,233 New
HR
774
Hardy Reed
Mississippi
$319K
PS
775
Portfolio Strategies
New York
$319K +$303K +5,177 New