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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AG
901
AmeriFlex Group
Nevada
$570K +$558K +8,054 New
MW
902
Marcum Wealth
Ohio
$570K +$314K +4,530 +121%
FA
903
FSA Advisors
Michigan
$570K -$399K -5,752 -41%
OWA
904
ORBA Wealth Advisors
Illinois
$569K +$9.36K +135 +2%
AT
905
Arlington Trust
Alabama
$568K -$32.1K -463 -5%
CNBOF
906
City National Bank of Florida
Florida
$567K +$570K +8,226 New
TDC
907
Thompson Davis & Co
Virginia
$565K
IWA
908
Invera Wealth Advisors
Oregon
$565K +$546K +7,870 New
EFA
909
Evernest Financial Advisors
Indiana
$564K -$45.1K -651 -7%
FTUS
910
Flow Traders U.S.
New York
$559K -$985K -14,205 -64%
TIAA Trust, National Association
911
TIAA Trust, National Association
North Carolina
$554K +$158K +2,281 +40%
GSIS
912
Global Strategic Investment Solutions
Arizona
$552K
DW30
913
Drucker Wealth 3.0
New Jersey
$551K -$51.8K -747 -9%
AIM
914
Acropolis Investment Management
Missouri
$550K +$139 +2 +0%
HCM
915
Hillman Capital Management
Maryland
$547K +$550K +7,938 New
Fisher Asset Management
916
Fisher Asset Management
Washington
$547K +$550K +7,931 New
RCM
917
Raleigh Capital Management
North Carolina
$545K -$15.4K -222 -3%
FWM
918
FLP Wealth Management
Arkansas
$537K +$540K +7,788 New
SRWM
919
Shira Ridge Wealth Management
California
$537K -$17.5K -253 -3%
IAN
920
Integrated Advisors Network
Texas
$534K +$35.4K +511 +7%
SWP
921
Strategic Wealth Partners
Ohio
$534K +$145K +2,099 +39%
MA
922
MJP Associates
Connecticut
$529K +$1.39K +20 +0.3%
HNW
923
High Note Wealth
Minnesota
$527K +$9.77K +141 +2%
MWM
924
MGB Wealth Management
Texas
$525K +$74.7K +1,078 +16%
LC
925
Lavaca Capital
Texas
$520K -$6.52K -94 -1%