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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TIC
776
TriCert Investment Counsel
$3.11M +$3.02M +35,373 New
AWM
777
Arista Wealth Management
Nevada
$3.1M
MHS
778
M Holdings Securities
Oregon
$3.08M +$147K +1,721 +5%
WFAG
779
Worth Financial Advisory Group
North Carolina
$3.08M +$2.99M +35,080 New
WFAG
780
Wescott Financial Advisory Group
Pennsylvania
$3.08M -$499K -5,850 -14%
CJ
781
Caitlin John
Michigan
$3.05M +$1.67M +19,548 +129%
WCA
782
Westover Capital Advisors
Delaware
$3.04M -$217K -2,544 -7%
SDWMA
783
Schneider Downs Wealth Management Advisors
Pennsylvania
$3.04M
LI
784
LifeWealth Investments
Florida
$3.03M -$1.25M -14,593 -30%
PCG
785
Prosperity Consulting Group
Maryland
$3.03M +$687K +8,057 +31%
IC
786
IEQ Capital
California
$3.01M +$204K +2,393 +7%
GAA
787
Global Assets Advisory
Florida
$3.01M +$2.92M +34,223 New
PGWM
788
Pitti Group Wealth Management
New York
$3.01M +$33.9K +397 +1%
FAP
789
Financial Advisory Partners
Florida
$3M +$209K +2,452 +8%
HF
790
HRT Financial
New York
$3M +$2.91M +34,082 New
SIS
791
Sound Income Strategies
Florida
$2.99M +$2.68M +31,436 +1,213%
MB
792
MidFirst Bank
Oklahoma
$2.99M -$218K -2,558 -7%
NG
793
Norden Group
Utah
$2.99M +$779K +9,131 +37%
PTC
794
Private Trust Company
Ohio
$2.98M -$83.3K -976 -3%
Wealthfront Advisers
795
Wealthfront Advisers
California
$2.98M +$615K +7,203 +27%
BIG
796
Brookwood Investment Group
Arizona
$2.97M +$41.2K +483 +1%
KCM
797
Key Capital Management
Tennessee
$2.95M +$2.14M +25,109 +298%
MSFS
798
Main Street Financial Solutions
Pennsylvania
$2.94M +$2.32M +27,200 +438%
CWMK
799
Caliber Wealth Management (Kansas)
Kansas
$2.93M +$1.22M +14,344 +76%
MCWS
800
McKinley Carter Wealth Services
West Virginia
$2.91M