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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RFA
851
Resurgent Financial Advisors
Georgia
$1.06M +$85.9K +1,139 +9%
WFS
852
WealthGarden F.S.
California
$1.05M +$140K +1,860 +16%
NEAM
853
New England Asset Management
Connecticut
$1.04M +$1.01M +13,330 New
MWM
854
MBE Wealth Management
Wisconsin
$1.04M -$25.5K -338 -2%
CB
855
Community Bank
New York
$1.04M -$36.2K -480 -4%
CWS
856
Confluence Wealth Services
Pennsylvania
$1.03M -$1.21K -16 -0.1%
WFA
857
Wells Financial Advisors
Massachusetts
$1.02M -$106K -1,410 -10%
Deutsche Bank
858
Deutsche Bank
Germany
$1.02M +$4.98K +66 +0.5%
MIAS
859
Mason Investment Advisory Services
Virginia
$1.02M -$5.13K -68 -0.5%
CA
860
Clearstead Advisors
Ohio
$1.01M +$39.7K +526 +4%
AWM
861
Accurate Wealth Management
Florida
$1.01M +$137K +1,815 +16%
TVM
862
True Vision MN
Minnesota
$997K -$21.6K -286 -2%
T
863
Transce3nd
Texas
$996K -$6.6M -87,517 -84%
CPRC
864
Consolidated Portfolio Review Corp
New York
$992K +$60K +796 +7%
BTWM
865
Baker Tilly Wealth Management
Wisconsin
$992K -$33.2K -440 -3%
TIAA Trust, National Association
866
TIAA Trust, National Association
North Carolina
$988K +$402K +5,334 +73%
AIA
867
AssuredPartners Investment Advisors
Florida
$988K -$14K -185 -1%
FL
868
FreeGulliver LLC
Louisiana
$981K -$12.1K -161 -1%
AFWM
869
AMJ Financial Wealth Management
Virginia
$980K -$19.8K -262 -2%
LWM
870
Liberty Wealth Management
California
$978K +$67.5K +895 +8%
SL
871
SFM LLC
New Hampshire
$975K -$19.2K -255 -2%
RWM
872
Rockwood Wealth Management
Pennsylvania
$971K +$226 +3 +0%
CWM
873
Chemistry Wealth Management
New York
$969K +$151K +1,999 +19%
JSA
874
Jacobson & Schmitt Advisors
Wisconsin
$966K -$19.6K -260 -2%
HF
875
HRT Financial
New York
$962K +$926K +12,281 New