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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWM
901
Prosperity Wealth Management
California
$244K
GC
902
Grimes & Company
Massachusetts
$244K +$234K +3,808 New
MAS
903
Meeder Advisory Services
Ohio
$243K +$234K +3,796 New
MWA
904
Meridian Wealth Advisors
Texas
$241K +$232K +3,773 New
Lido Advisors
905
Lido Advisors
California
$241K -$96.8K -1,572 -29%
BWM
906
BCGM Wealth Management
Indiana
$239K +$1.97K +32 +0.9%
ACM
907
Advisors Capital Management
New Jersey
$239K +$230K +3,729 New
AF
908
Affiance Financial
Minnesota
$237K
CA
909
Claris Advisors
Missouri
$237K -$74.3K -1,207 -25%
S
910
SignatureFD
Georgia
$236K +$90.3K +1,466 +66%
SW
911
SMART Wealth
Nebraska
$236K -$28.6K -464 -11%
VPWA
912
Vestia Personal Wealth Advisors
Indiana
$235K +$226K +3,664 New
BBWP
913
Beacon Bridge Wealth Partners
Pennsylvania
$233K -$44.1K -717 -16%
CHA
914
Carmichael Hill & Associates
Maryland
$231K +$9.79K +159 +5%
LWA
915
Lantern Wealth Advisors
New York
$230K +$221K +3,589 New
MSFS
916
Main Street Financial Solutions
Pennsylvania
$229K +$220K +3,571 New
FFG
917
Frisch Financial Group
New York
$228K +$677 +11 +0.3%
WA
918
Wealth Alliance
New York
$228K +$16.9K +274 +8%
Invesco
919
Invesco
Georgia
$227K -$21.4K -347 -9%
RIA
920
Regal Investment Advisors
Michigan
$226K -$183K -2,973 -46%
NC
921
Napatree Capital
Rhode Island
$225K
IAIM
922
International Assets Investment Management
Florida
$224K +$216K +3,504 New
SW
923
SlateStone Wealth
Florida
$224K
CIBC World Market
924
CIBC World Market
Ontario, Canada
$224K +$985 +16 +0.5%
OCM
925
Orion Capital Management
California
$223K -$800 -13 -0.4%