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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SIAS
801
Summit Investment Advisory Services
Minnesota
$875K +$266K +3,840 +43%
JSA
802
Jacobson & Schmitt Advisors
Wisconsin
$869K -$113K -1,627 -11%
FP
803
Fiduciary Planning
Florida
$865K +$901 +13 +0.1%
Deutsche Bank
804
Deutsche Bank
Germany
$860K -$1.11K -16 -0.1%
IFPL
805
Investments & Financial Planning LLC
Kentucky
$859K -$15.2K -219 -2%
OPWM
806
Oregon Pacific Wealth Management
Oregon
$857K +$862K +12,438 New
DC
807
Defender Capital
North Carolina
$855K
RPCONE
808
Retirement Planning Company of New England
Rhode Island
$853K +$23.1K +333 +3%
BOC
809
Blue Oak Capital
California
$852K +$856K +12,352 New
I
810
INVST
Indiana
$850K +$10.1K +146 +1%
UCFA
811
United Capital Financial Advisors
Texas
$850K +$12.8K +185 +2%
NAS
812
Nicolet Advisory Services
Wisconsin
$847K +$98.5K +1,421 +13%
CCM
813
Crew Capital Management
Ohio
$846K
RBFC
814
Roman Butler Fullerton & Co
Missouri
$845K +$38.7K +558 +5%
SL
815
SFM LLC
New Hampshire
$845K -$40.8K -588 -5%
HH
816
Hilltop Holdings
Texas
$845K +$849K +12,253 New
EA
817
Emerald Advisors
Washington
$844K +$22.6K +326 +3%
CAL
818
Capital Advisors Ltd
Ohio
$838K
MA
819
MAS Advisors
Florida
$836K -$841K -12,127 -50%
SWA
820
Sax Wealth Advisors
New Jersey
$834K +$838K +12,094 New
ACS
821
Archford Capital Strategies
Illinois
$828K +$260K +3,757 +46%
FOA
822
Five Oceans Advisors
California
$828K -$116K -1,669 -12%
XT
823
XTX Topco
Cayman Islands
$823K +$828K +11,944 New
AG
824
AlTi Global
New York
$820K +$624 +9 +0.1%
LFA
825
LGT Financial Advisors
Texas
$820K -$27.8K -401 -3%