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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FA
776
Fortis Advisors
Pennsylvania
$633K +$55.1K +848 +10%
NWMG
777
National Wealth Management Group
Ohio
$633K -$1.66M -25,526 -73%
KFI
778
Key Financial Inc
Pennsylvania
$625K -$12.9K -199 -2%
TPW
779
Talon Private Wealth
Florida
$623K +$601K +9,235 New
PWS
780
Precision Wealth Strategies
Missouri
$621K +$107K +1,643 +22%
CFP
781
Catalyst Financial Partners
Massachusetts
$614K +$592K +9,097 New
SFA
782
Source Financial Advisors
New York
$609K -$39K -600 -6%
MCCP
783
Mission Creek Capital Partners
California
$608K
FCM
784
Fourpath Capital Management
Oklahoma
$605K -$12.4K -191 -2%
MCM
785
Magnolia Capital Management
New York
$601K
SIAS
786
Summit Investment Advisory Services
Minnesota
$598K +$576K +8,855 New
HT
787
Headlands Technologies
Illinois
$597K +$575K +8,844 New
EFA
788
Evernest Financial Advisors
Indiana
$596K -$835K -12,837 -59%
SFS
789
Summit Financial Strategies
Ohio
$593K +$10.1K +155 +2%
DW30
790
Drucker Wealth 3.0
New Jersey
$590K -$2.6K -40 -0.5%
Citigroup
791
Citigroup
New York
$589K +$25.9K +398 +5%
SFG
792
Sovereign Financial Group
Connecticut
$588K -$1.13M -17,420 -67%
AT
793
Arlington Trust
Alabama
$588K +$566K +8,708 New
FMWA
794
Forvis Mazars Wealth Advisors
Missouri
$579K +$124K +1,913 +29%
Vanguard Group
795
Vanguard Group
Pennsylvania
$574K -$47.7K -734 -8%
APWA
796
Atlas Private Wealth Advisors
New Jersey
$569K -$11.3K -173 -2%
ACS
797
Archford Capital Strategies
Illinois
$567K -$49.3K -758 -8%
CWM
798
Chemistry Wealth Management
New York
$565K -$2.02K -31 -0.4%
HWP
799
Heritage Wealth Partners
Ohio
$558K +$102K +1,562 +23%
TDC
800
Thompson Davis & Co
Virginia
$554K -$9.76K -150 -2%