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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LWM
776
LongView Wealth Management
Georgia
$318K +$75K +1,281 +33%
OFG
777
OmniStar Financial Group
North Carolina
$316K -$4.61M -78,710 -94%
EIA
778
Edgemoor Investment Advisors
Maryland
$316K
SW
779
SVB Wealth
Massachusetts
$316K
RFP
780
Root Financial Partners
California
$314K +$299K +5,098 New
CFGS
781
Concourse Financial Group Securities
Alabama
$312K -$197K -3,370 -40%
SPI
782
Santori & Peters Inc
Pennsylvania
$312K +$38.4K +655 +15%
TA
783
TFB Advisors
Kansas
$311K +$309K +5,284 New
CRI
784
Colonial River Investments
Virginia
$309K -$137K -2,336 -32%
PCS
785
Private Client Services
Kentucky
$305K +$60K +1,024 +26%
IWA
786
Inspirion Wealth Advisors
Illinois
$305K +$117 +2 +0%
CA
787
Claris Advisors
Missouri
$302K
HWA
788
Heartwood Wealth Advisors
Virginia
$300K
Jones Financial Companies
789
Jones Financial Companies
Missouri
$300K
TAM
790
Titleist Asset Management
Texas
$299K +$284K +4,854 New
PFA
791
Pure Financial Advisors
California
$297K +$282K +4,819 New
SGK
792
Steigerwald Gordon & Koch
Virginia
$296K
TVWM
793
Tower View Wealth Management
Wisconsin
$292K +$242K +4,138 +673%
EMAM
794
Encompass More Asset Management
California
$289K +$5.5K +94 +2%
FA
795
Fiducient Advisors
Illinois
$289K +$275K +4,690 New
CM
796
Churchill Management
California
$287K -$316K -5,400 -54%
W
797
Wealthquest
Ohio
$287K +$15K +256 +6%
WIM
798
Westside Investment Management
California
$285K
MCA
799
MSH Capital Advisors
Arizona
$280K +$44.2K +754 +20%
SEI Investments
800
SEI Investments
Pennsylvania
$280K -$878 -15 -0.3%