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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FC
876
Fulcrum Capital
Washington
$2.23M
VIM
877
Vista Investment Management
Pennsylvania
$2.2M -$10.2K -119 -0.5%
RWA
878
Rooted Wealth Advisors
Illinois
$2.2M -$597 -7 -0%
ARC
879
Advisor Resource Council
Texas
$2.19M +$670K +7,857 +46%
GEM
880
Global Endowment Management
North Carolina
$2.19M +$1.02M +12,012 +93%
RFN
881
Redwood Financial Network
Ohio
$2.18M +$54.7K +641 +3%
SI
882
Shaker Investments
Ohio
$2.18M +$84.9K +995 +4%
RAG
883
RIA Advisory Group
Iowa
$2.17M -$97.1K -1,138 -4%
SPC
884
Spirepoint Private Client
Florida
$2.16M +$42.6K +499 +2%
RCA
885
Ranch Capital Advisors
Florida
$2.15M +$116K +1,364 +6%
SWM
886
Spire Wealth Management
Virginia
$2.14M +$652K +7,638 +46%
AW
887
Alteri Wealth
California
$2.14M +$645K +7,563 +45%
ZI
888
ZEGA Investments
Florida
$2.14M +$396K +4,639 +24%
RMAM
889
Raab & Moskowitz Asset Management
New Jersey
$2.13M -$110K -1,284 -5%
SB
890
SIG Brokerage
New York
$2.11M
Vanguard Advisers Inc
891
Vanguard Advisers Inc
Pennsylvania
$2.1M -$4.78K -56 -0.2%
GF
892
Goodman Financial
Texas
$2.1M -$829K -9,712 -29%
MWM
893
MFG Wealth Management
Indiana
$2.1M +$15.2K +178 +0.8%
KPWS
894
Kestra Private Wealth Services
Texas
$2.1M +$527K +6,176 +35%
TCFP
895
Treasure Coast Financial Planning
Florida
$2.08M -$61.3K -718 -3%
MWA
896
Medallion Wealth Advisors
Connecticut
$2.07M -$122K -1,427 -6%
CA
897
CGN Advisors
Kansas
$2.06M +$27.3K +320 +1%
WIC
898
Woodmont Investment Counsel
Tennessee
$2.05M -$20.7K -243 -1%
CFO
899
Callan Family Office
Pennsylvania
$2.04M +$1.98M +23,181 New
CTFG
900
Capstone Triton Financial Group
Oklahoma
$2.02M -$1.84M -21,606 -48%