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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TWG
926
The Wealth Group
Minnesota
$1.79M -$3.41K -40 -0.2%
LEA
927
Legacy Edge Advisors
New York
$1.79M +$1.96K +23 +0.1%
CF
928
Collier Financial
Colorado
$1.77M -$42.3K -496 -2%
GLR
929
Great Lakes Retirement
Ohio
$1.77M -$381K -4,465 -18%
GA
930
GoalVest Advisory
New York
$1.77M
CCM
931
Coldstream Capital Management
Washington
$1.76M +$1.71M +19,987 New
LWMNY
932
Landmark Wealth Management (New York)
New York
$1.74M -$85.5K -1,002 -5%
OWM
933
Orgel Wealth Management
Wisconsin
$1.73M +$644K +7,550 +62%
KWS
934
Keystone Wealth Services
California
$1.73M +$27K +316 +2%
TCPG
935
Trivant Custom Portfolio Group
California
$1.73M +$51.5K +604 +3%
FWM
936
FLP Wealth Management
Arkansas
$1.72M +$730K +8,559 +78%
RI
937
Ruggiero Investments
Florida
$1.71M +$1.19M +13,996 +255%
OMC
938
Old Mission Capital
Illinois
$1.71M +$1.66M +19,438 New
RWPA
939
Richard W. Paul & Associates
Michigan
$1.71M -$22.2K -260 -1%
IPW
940
Impact Partnership Wealth
Georgia
$1.7M +$130K +1,523 +9%
SMC
941
Smith, Moore & Co
Missouri
$1.7M +$18.9K +221 +1%
MCM
942
MAI Capital Management
Ohio
$1.7M +$356K +4,174 +28%
PWM
943
Puff Wealth Management
New Jersey
$1.69M +$1.64M +19,237 New
SFG
944
Stonebridge Financial Group
California
$1.69M +$1.64M +19,202 New
SLP
945
Storen Legacy Partners
Indiana
$1.68M +$10.2K +119 +0.6%
Luther King Capital Management (LKCM)
946
Luther King Capital Management (LKCM)
Texas
$1.67M
SI
947
Seeds Investor
New York
$1.67M +$567K +6,644 +54%
SI
948
Stirlingshire Investments
New York
$1.67M -$29.1K -341 -2%
Q1WB
949
Quest 10 Wealth Builders
Virginia
$1.65M +$47.7K +559 +3%
QCM
950
QRG Capital Management
Illinois
$1.65M +$288K +3,374 +22%