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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AA
776
AJ Advisors
Tennessee
$493K -$180K -2,931 -28%
MA
777
MJP Associates
Connecticut
$489K +$65.9K +1,071 +16%
OBWG
778
Onyx Bridge Wealth Group
New York
$484K -$2.34K -38 -0.5%
PWS
779
Precision Wealth Strategies
Missouri
$483K +$465K +7,553 New
HNW
780
High Note Wealth
Minnesota
$482K +$19.5K +317 +4%
IPWA
781
International Private Wealth Advisors
California
$474K +$210K +3,410 +85%
CAM
782
Clark Asset Management
New Hampshire
$470K +$452K +7,342 New
Charles Schwab
783
Charles Schwab
California
$466K +$449K +7,287 New
M1FG
784
Mach-1 Financial Group
Arkansas
$464K +$27.4K +445 +7%
FFG
785
Fiduciary Financial Group
California
$462K +$428K +6,959 New
PMFA
786
Plante Moran Financial Advisors
Michigan
$461K +$11.8K +192 +3%
OIM
787
Opus Investment Management
Massachusetts
$460K
FCA
788
FLC Capital Advisors
California
$458K
OSAM
789
O'Shaughnessy Asset Management
Connecticut
$455K +$26.1K +424 +6%
MWM
790
Merriman Wealth Management
Washington
$451K
UAG
791
United Advisor Group
Ohio
$444K +$427K +6,938 New
DWP
792
Destiny Wealth Partners
Florida
$443K
CWMGP
793
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$441K -$102K -1,649 -19%
TFS
794
Thoroughbred Financial Services
Tennessee
$438K -$60K -975 -12%
NIWA
795
New Insight Wealth Advisors
California
$433K +$155K +2,512 +59%
PPWM
796
PFG Private Wealth Management
Florida
$432K +$42.1K +684 +11%
WS
797
Wedbush Securities
California
$432K +$11.5K +187 +3%
SIA
798
SkyView Investment Advisors
New Jersey
$432K +$416K +6,757 New
MWM
799
MGB Wealth Management
Texas
$430K
SWP
800
Strategic Wealth Partners
Ohio
$429K +$60.5K +983 +17%