We are live on ! Find out more
SPYM

State Street SPDR Portfolio S&P 500 ETF
SPYM

Name Holding Trade Value Shares
Change 		Change in
Stake
BC
826
Brio Consultants
California
$454K +$47K +723 +12%
MWM
827
MY Wealth Management
Maryland
$449K +$78K +1,200 +22%
JCM
828
Jacobi Capital Management
Pennsylvania
$448K +$431K +6,631 New
WS
829
Wedbush Securities
California
$447K -$8.65K -133 -2%
MWM
830
MGB Wealth Management
Texas
$441K – – –
AF
831
Allworth Financial
California
$437K -$125K -1,929 -23%
MGP
832
Metis Global Partners
California
$435K -$746K -11,468 -64%
RZH
833
Relyea Zuckerberg Hanson
Connecticut
$433K +$1.37K +21 +0.3%
CWM
834
Campbell Wealth Management
Virginia
$431K -$2.28K -35 -0.5%
FFA
835
Founders Financial Alliance
North Carolina
$427K – – –
EMAM
836
Encompass More Asset Management
California
$426K +$47.1K +725 +13%
SIM
837
Stratos Investment Management
Ohio
$425K +$409K +6,296 New
TRIA
838
Trail Ridge Investment Advisors
Colorado
$422K +$6.63K +102 +2%
OAS
839
Optivise Advisory Services
Tennessee
$417K -$23.7K -365 -6%
DWP
840
Destiny Wealth Partners
Florida
$414K -$50.8K -781 -11%
IA
841
Inspire Advisors
Idaho
$411K +$94.8K +1,458 +32%
TCOTS
842
Trust Company of the South
North Carolina
$410K – – –
CHA
843
Carmichael Hill & Associates
Maryland
$408K +$159K +2,446 +68%
BFG
844
Berger Financial Group
Minnesota
$402K +$3.38K +52 +0.9%
CM
845
Churchill Management
California
$399K – – –
WBCM
846
Wilson & Boucher Capital Management
California
$398K – – –
CJ
847
Caitlin John
Michigan
$398K +$88.8K +1,365 +32%
CFG
848
Citizens Financial Group
Rhode Island
$398K +$23.2K +357 +6%
SP
849
Sequent Planning
Nebraska
$396K -$1.37M -20,996 -78%
CWMGP
850
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$391K -$71.4K -1,098 -16%
32 33
34
35 36