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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IWA
851
Inspirion Wealth Advisors
Illinois
$317K +$185 +3 +0.1%
HWA
852
Heartwood Wealth Advisors
Virginia
$312K
TCMP
853
Thrive Capital Management (Pennsylvania)
Pennsylvania
$312K +$300K +4,869 New
FB
854
Fulton Bank
Pennsylvania
$311K +$299K +4,858 New
SGK
855
Steigerwald Gordon & Koch
Virginia
$307K
AFA
856
American Financial Advisors
Georgia
$305K +$294K +4,771 New
NWWA
857
New Wave Wealth Advisors
Arkansas
$304K +$293K +4,753 New
FA
858
Fiducient Advisors
Illinois
$300K
MG
859
Mather Group
Illinois
$300K +$106K +1,728 +55%
W
860
Wealthquest
Ohio
$300K +$800 +13 +0.3%
LSA
861
Lion Street Advisors
Texas
$297K +$286K +4,647 New
DADC
862
D.A. Davidson & Co
Montana
$297K -$57.9K -941 -17%
IA
863
Inspire Advisors
Idaho
$296K +$8.8K +143 +3%
SWM
864
Silverlake Wealth Management
Vermont
$293K -$56.6K -919 -17%
IPW
865
Impact Partnership Wealth
Georgia
$291K +$126K +2,042 +81%
VAG
866
VisionPoint Advisory Group
Texas
$290K +$80.6K +1,309 +41%
RIA
867
Realta Investment Advisors
Delaware
$286K +$199K +3,234 +262%
SEI Investments
868
SEI Investments
Pennsylvania
$282K -$8.13K -132 -3%
TA
869
TFB Advisors
Kansas
$282K -$54.2K -881 -17%
SAG
870
SageView Advisory Group
California
$280K -$44.9M -729,870 -99%
HGERS
871
Householder Group Estate & Retirement Specialist
Arizona
$277K +$132K +2,139 +98%
CJ
872
Caitlin John
Michigan
$275K +$36K +584 +16%
PGF
873
Plan Group Financial
Oklahoma
$274K +$8.68K +141 +3%
OC
874
Oakworth Capital
Alabama
$274K +$253K +4,102 +2,385%
SRB
875
Shotwell Rutter Baer
Michigan
$273K +$258K +4,183 New