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
PIAS
851
PCA Investment Advisory Services
Ohio
$731K +$970 +14 +0.1%
GAM
852
Gotham Asset Management
New York
$727K
RIP
853
Reliant Investment Partners
North Carolina
$723K +$727K +10,494 New
RWM
854
Rockwood Wealth Management
Pennsylvania
$712K -$11.2K -162 -2%
Empower Advisory Group
855
Empower Advisory Group
Colorado
$702K +$12.7K +183 +2%
NWMG
856
National Wealth Management Group
Ohio
$695K +$48.5K +699 +7%
TC
857
Trilogy Capital
California
$694K +$1.8K +26 +0.3%
HWP
858
Heritage Wealth Partners
Ohio
$691K +$122K +1,754 +21%
BFG
859
Berger Financial Group
Minnesota
$690K +$281K +4,058 +68%
OBWG
860
Onyx Bridge Wealth Group
New York
$689K +$138K +1,988 +25%
CFS
861
Coordinated Financial Services
Colorado
$682K +$686K +9,891 New
FC
862
Financial Consulate
Maryland
$678K +$16.8K +242 +3%
WPC
863
Wedmont Private Capital
Pennsylvania
$672K +$682K +9,845 New
GSC
864
G&S Capital
Colorado
$668K +$672K +9,695 New
DC
865
Destiny Capital
Colorado
$664K +$69 +1 +0%
PAS
866
PKS Advisory Services
New York
$663K +$667K +9,617 New
FA
867
Fortis Advisors
Pennsylvania
$662K +$15.6K +225 +2%
OSAM
868
O'Shaughnessy Asset Management
Connecticut
$660K +$123K +1,778 +23%
PWS
869
Precision Wealth Strategies
Missouri
$658K +$23.8K +344 +4%
STFP
870
Signal Tree Financial Partners
Ohio
$657K +$660K +9,528 New
ORG
871
Optimist Retirement Group
Washington
$654K -$20.2K -292 -3%
LWANC
872
Laurel Wealth Advisors (North Carolina)
North Carolina
$654K +$3.05K +44 +0.5%
CPA
873
Capital Planning Advisors
California
$652K
Vanguard Group
874
Vanguard Group
Pennsylvania
$652K +$65.7K +948 +11%
KFI
875
Key Financial Inc
Pennsylvania
$649K +$10.1K +146 +2%