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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAAS
876
Capital Asset Advisory Services
Michigan
$647K -$195K -2,820 -23%
CFP
877
Cypress Financial Planning
New Jersey
$627K -$60.3K -870 -9%
MCCP
878
Mission Creek Capital Partners
California
$621K
AUB
879
Atlantic Union Bankshares
Virginia
$617K -$76.7K -1,107 -11%
MCM
880
Magnolia Capital Management
New York
$613K
Citigroup
881
Citigroup
New York
$612K +$11.3K +163 +2%
GWM
882
GK Wealth Management
Nevada
$607K +$610K +8,804 New
Lido Advisors
883
Lido Advisors
California
$607K +$610K +8,800 New
SFG
884
Sovereign Financial Group
Connecticut
$601K +$69 +1 +0%
SFS
885
Summit Financial Strategies
Ohio
$600K -$5.54K -80 -0.9%
CWM
886
Cranbrook Wealth Management
Michigan
$600K -$55.5K -800 -8%
RW
887
Regimen Wealth
Georgia
$598K -$70.4K -1,016 -10%
4A
888
4Wealth Advisors
Illinois
$597K +$600K +8,653 New
CFP
889
Catalyst Financial Partners
Massachusetts
$595K -$32.2K -464 -5%
CM
890
Churchill Management
California
$594K +$188K +2,706 +46%
LWM
891
LongView Wealth Management
Georgia
$593K +$88.4K +1,275 +17%
JIC
892
Johnson Investment Counsel
Ohio
$591K -$76.1K -1,098 -11%
AWC
893
Abundance Wealth Counselors
Pennsylvania
$589K +$593K +8,550 New
SF
894
Synovus Financial
Georgia
$588K -$387K -5,589 -40%
CSPIA
895
Cary Street Partners Investment Advisory
Virginia
$582K -$21.6M -311,524 -97%
FCM
896
Fourpath Capital Management
Oklahoma
$581K -$37.3K -538 -6%
CB
897
Commerce Bank
Missouri
$580K -$303K -4,373 -34%
MIS
898
Morningstar Investment Services
Illinois
$579K -$7.89M -113,774 -93%
CWM
899
Chemistry Wealth Management
New York
$577K
AFA
900
American Financial Advisors
Georgia
$572K +$46.9K +676 +9%