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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RB
751
Renasant Bank
Mississippi
$703K +$677K +10,415 New
APS
752
American Planning Services
Florida
$702K -$14.4K -222 -2%
Qube Research & Technologies (QRT)
753
Qube Research & Technologies (QRT)
United Kingdom
$698K -$1.29M -19,772 -66%
LMKC
754
L.M. Kohn & Company
Ohio
$689K +$47K +723 +8%
P
755
&Partners
Tennessee
$687K -$269K -4,141 -29%
TCPG
756
Trivant Custom Portfolio Group
California
$683K +$70.3K +1,081 +12%
AUB
757
Atlantic Union Bankshares
Virginia
$679K
TC
758
Trilogy Capital
California
$678K +$27.4K +421 +4%
AHB
759
Abner Herrman & Brock
New Jersey
$678K +$653K +10,040 New
Empower Advisory Group
760
Empower Advisory Group
Colorado
$675K +$15.5K +239 +2%
ACM
761
Advisors Capital Management
New Jersey
$673K +$405K +6,235 +167%
CFP
762
Cypress Financial Planning
New Jersey
$672K -$161K -2,479 -20%
PFA
763
Peak Financial Advisors
Colorado
$666K -$136K -2,085 -17%
PFS
764
Prospera Financial Services
Texas
$661K -$2.08M -32,033 -77%
ORG
765
Optimist Retirement Group
Washington
$660K +$1.04K +16 +0.2%
EFS
766
Econ Financial Services
Pennsylvania
$657K -$2.12M -32,589 -77%
EAM
767
Evanson Asset Management
California
$656K +$239K +3,677 +61%
RW
768
Regimen Wealth
Georgia
$654K +$9.88K +152 +2%
JIC
769
Johnson Investment Counsel
Ohio
$653K +$629K +9,672 New
FC
770
Financial Consulate
Maryland
$648K -$104K -1,592 -14%
DC
771
Destiny Capital
Colorado
$646K -$47.5K -730 -7%
SA
772
Stewardship Advisors
Pennsylvania
$643K -$151K -2,315 -20%
CWM
773
Cranbrook Wealth Management
Michigan
$641K
CPA
774
Capital Planning Advisors
California
$639K -$1.37M -21,106 -69%
LWANC
775
Laurel Wealth Advisors (North Carolina)
North Carolina
$637K +$12.6K +193 +2%