We are live on ! Find out more
SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HFP
776
Holistic Financial Partners
Indiana
$2.08M +$212K +2,661 +11%
SWM
777
Schwallier Wealth Management
Michigan
$2.08M -$345K -4,340 -15%
EAM
778
Evanson Asset Management
California
$2.07M +$136K +1,712 +7%
CFP
779
Cascade Financial Partners
California
$2.07M +$58.9K +740 +3%
SEI Investments
780
SEI Investments
Pennsylvania
$2.06M +$105K +1,316 +5%
WWMP
781
Wagner Wealth Management (Pennsylvania)
Pennsylvania
$2.06M +$2.04M +25,655 New
RWA
782
Rooted Wealth Advisors
Illinois
$2.06M -$42K -528 -2%
MGP
783
Metis Global Partners
California
$2.06M -$460K -5,788 -18%
BFG
784
Bleakley Financial Group
New Jersey
$2.05M +$14.2K +178 +0.7%
Vanguard Group
785
Vanguard Group
Pennsylvania
$2.04M +$616K +7,749 +44%
FFP
786
Frisco Financial Planning
Texas
$2.04M -$91.5K -1,150 -4%
VIM
787
Vista Investment Management
Pennsylvania
$2.04M -$11K -138 -0.5%
FC
788
Fulcrum Capital
Washington
$2.03M
BWMG
789
Barnes Wealth Management Group
California
$2.03M -$101K -1,265 -5%
AFS
790
Access Financial Services
Minnesota
$2.01M +$11K +138 +0.6%
IW
791
Imprint Wealth
South Carolina
$1.97M +$432K +5,427 +28%
SPA
792
Sentinel Pension Advisors
Massachusetts
$1.96M +$954 +12 +0%
TCFP
793
Treasure Coast Financial Planning
Florida
$1.96M
PIA
794
Pinion Investment Advisors
Kansas
$1.95M -$55.4K -696 -3%
HAM
795
Harmony Asset Management
Arizona
$1.95M -$23.9K -300 -1%
MWM
796
MFG Wealth Management
Indiana
$1.95M +$13.9K +175 +0.7%
EWA
797
Exencial Wealth Advisors
Oklahoma
$1.95M -$54.6K -686 -3%
MWP
798
Momentum Wealth Planning
Florida
$1.93M -$71.7K -902 -4%
SFGP
799
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$1.93M +$267K +3,353 +16%
SB
800
SIG Brokerage
New York
$1.93M