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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CA
826
Clearstead Advisors
Ohio
$814K +$2.77K +40 +0.3%
NLWP
827
Next Level Wealth Planning
Idaho
$808K +$813K +11,725 New
LMKC
828
L.M. Kohn & Company
Ohio
$808K +$105K +1,515 +15%
SCP
829
Stevens Capital Partners
Nebraska
$801K +$56K +808 +7%
SA
830
Stewardship Advisors
Pennsylvania
$801K +$145K +2,088 +22%
BlackRock
831
BlackRock
New York
$800K +$660K +9,520 +456%
TPA
832
Trivium Point Advisory
Connecticut
$787K -$523K -7,552 -40%
CIBC Private Wealth Group
833
CIBC Private Wealth Group
Georgia
$786K -$7.07K -102 -0.9%
AWM
834
Accurate Wealth Management
Florida
$781K -$44.5K -642 -5%
EP
835
Edgestream Partners
New Jersey
$780K +$784K +11,309 New
WFC
836
Western Financial Corp
California
$776K -$525K -7,580 -40%
CIA
837
Capital Investment Advisors
Georgia
$776K +$34.9K +503 +5%
BI
838
Beckerman Institutional
New Jersey
$775K +$2.01K +29 +0.3%
ACM
839
Altrius Capital Management
North Carolina
$773K -$83.9K -1,211 -10%
AMM
840
American Money Management
California
$762K -$35.9K -518 -4%
HAS
841
HBW Advisory Services
California
$761K +$27.3K +394 +4%
LFG
842
Lockerman Financial Group
California
$761K +$1.52K +22 +0.2%
CB
843
Chris Bulman
California
$754K -$215K -3,100 -22%
LWM
844
Liberty Wealth Management
California
$752K -$42.9K -619 -5%
CA
845
Corrado Advisors
New Jersey
$752K -$41.2K -595 -5%
TCPG
846
Trivant Custom Portfolio Group
California
$747K +$49.5K +714 +7%
HTHT
847
Hemenway Trust Hemenway Trust
New Hampshire
$747K -$10.4K -150 -1%
ADL
848
Asset Dedication LLC
California
$747K +$20.6K +297 +3%
CCA
849
Cypress Capital Advisors
Tennessee
$743K +$747K +10,783 New
FPW
850
Flagship Private Wealth
Massachusetts
$732K -$82.6K -1,192 -10%