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
FFW
826
Fusion Family Wealth
New York
$248K +$59 +1 +0%
IPWA
827
International Private Wealth Advisors
California
$246K -$13.4M -229,339 -98%
RBC
828
Romano Brothers & Co
Illinois
$246K
HNB
829
Huntington National Bank
Ohio
$245K
XWM
830
Xcel Wealth Management
Florida
$244K +$232K +3,967 New
SSB
831
Sandy Spring Bank
Maryland
$242K +$18.4K +314 +9%
HAC
832
Harbor Advisory Corp
New Hampshire
$242K
Invesco
833
Invesco
Georgia
$239K -$234 -4 -0.1%
JWA
834
JFS Wealth Advisors
Pennsylvania
$238K +$351 +6 +0.2%
CG
835
Clarus Group
Texas
$237K +$226K +3,854 New
TRIA
836
Trail Ridge Investment Advisors
Colorado
$235K +$223K +3,814 New
PWM
837
Prosperity Wealth Management
California
$234K +$223K +3,808 New
CFA
838
Cahill Financial Advisors
Minnesota
$234K +$223K +3,804 New
SF
839
SWP Financial
California
$232K -$81.9K -1,398 -27%
CJ
840
Caitlin John
Michigan
$229K +$1.35K +23 +0.6%
BWM
841
BCGM Wealth Management
Indiana
$228K +$5.8K +99 +3%
AF
842
Affiance Financial
Minnesota
$228K -$110K -1,870 -34%
FMI
843
F/M Investments
District of Columbia
$223K
BFG
844
Berger Financial Group
Minnesota
$223K +$212K +3,626 New
GIA
845
Guyasuta Investment Advisors
Pennsylvania
$222K
BWP
846
Bernardo Wealth Planning
Pennsylvania
$219K +$209K +3,561 New
FFG
847
Frisch Financial Group
New York
$218K +$208K +3,547 New
RWB
848
RMR Wealth Builders
New Jersey
$218K -$45K -769 -18%
DP
849
Denver PWM
Colorado
$217K +$24.7K +421 New
3AM
850
3EDGE Asset Management
Florida
$216K -$61.6K -1,051 -23%