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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RWM
876
Rockwood Wealth Management
Pennsylvania
$664K -$13.3K -193 -2%
BC
877
Brio Consultants
California
$661K +$202K +2,927 +41%
AWM
878
Accurate Wealth Management
Florida
$657K -$45.6K -660 -6%
OPWM
879
Oregon Pacific Wealth Management
Oregon
$656K -$170K -2,463 -20%
SL
880
SWMG LLC
Texas
$653K -$2.71M -39,178 -80%
CFS
881
Coordinated Financial Services
Colorado
$652K +$1.66K +24 +0.2%
SGI
882
Summit Global Investments
Utah
$649K -$5.19M -74,990 -88%
TI
883
tru Independence
Oregon
$647K +$680K +9,838 New
QCM
884
QRG Capital Management
Illinois
$646K -$273K -3,942 -29%
ZI
885
ZEGA Investments
Florida
$644K +$677K +9,787 New
Neuberger Berman Group
886
Neuberger Berman Group
New York
$642K -$920K -13,298 -58%
Wolverine Trading
887
Wolverine Trading
Illinois
$637K +$674K +9,746 New
CPA
888
Capital Planning Advisors
California
$632K +$10.6K +153 +2%
GWM
889
GK Wealth Management
Nevada
$632K +$56K +809 +9%
LWM
890
LongView Wealth Management
Georgia
$627K +$65.2K +943 +11%
ORG
891
Optimist Retirement Group
Washington
$625K +$1.18K +17 +0.2%
PWS
892
Precision Wealth Strategies
Missouri
$624K -$3.04K -44 -0.5%
IA
893
Inspire Advisors
Idaho
$622K +$215K +3,114 +49%
LWANC
894
Laurel Wealth Advisors (North Carolina)
North Carolina
$622K -$1.52K -22 -0.2%
TDC
895
Thompson Davis & Co
Virginia
$621K +$86.5K +1,250 +15%
Empower Advisory Group
896
Empower Advisory Group
Colorado
$620K -$51.8K -749 -7%
RW
897
Regimen Wealth
Georgia
$608K +$37.5K +542 +6%
MCCP
898
Mission Creek Capital Partners
California
$592K
CWM
899
Chemistry Wealth Management
New York
$592K +$43.4K +628 +7%
SWM
900
Segment Wealth Management
Texas
$591K +$385K +5,563 +163%