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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWA
851
Stratos Wealth Advisors
Ohio
$2.42M +$65.2K +764 +3%
WFS
852
WealthGarden F.S.
California
$2.42M +$574K +6,728 +32%
EF
853
Evanson Financial
Virginia
$2.41M +$2.34M +27,436 New
PWA
854
Prairie Wealth Advisors
Nebraska
$2.4M
BWA
855
Boulder Wealth Advisors
Colorado
$2.39M +$2.03M +23,749 +682%
BFG
856
Bleakley Financial Group
New Jersey
$2.39M -$191K -2,237 -8%
HSG
857
Helen Stephens Group
Texas
$2.38M -$3.41K -40 -0.1%
RCWM
858
Red Crane Wealth Management
California
$2.37M +$27.2K +319 +1%
MA
859
Mezzasalma Advisors
New Jersey
$2.36M +$2.29M +26,880 New
SPA
860
Sentinel Pension Advisors
Massachusetts
$2.36M +$267K +3,132 +13%
MWM
861
Mission Wealth Management
California
$2.34M +$603K +7,063 +36%
WP
862
WealthShield Partners
North Carolina
$2.34M -$173K -2,024 -7%
Geode Capital Management
863
Geode Capital Management
Massachusetts
$2.33M
RFP
864
Root Financial Partners
California
$2.31M +$79.8K +935 +4%
TFA
865
Teamwork Financial Advisors
Texas
$2.3M -$11.8K -138 -0.5%
HFP
866
Holistic Financial Partners
Indiana
$2.28M
AFS
867
Access Financial Services
Minnesota
$2.28M +$49.9K +585 +2%
BEC
868
Blue Edge Capital
Virginia
$2.28M +$1.25M +14,606 +129%
SEA
869
Stegent Equity Advisors
Texas
$2.28M -$94.1K -1,103 -4%
TA
870
TrueWealth Advisors
Alabama
$2.27M -$12.3K -144 -0.6%
VWM
871
VCI Wealth Management
Missouri
$2.26M -$48.1K -564 -2%
AWA
872
Acorn Wealth Advisors
Michigan
$2.26M +$289K +3,387 +15%
PIA
873
Pinion Investment Advisors
Kansas
$2.26M +$273K +3,204 +14%
CPA
874
Cardiff Park Advisors
California
$2.24M +$1.01M +11,853 +87%
SL
875
SFM LLC
New Hampshire
$2.23M +$1.21M +14,183 +126%