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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OWA
926
Outlook Wealth Advisors
Texas
$518K +$5.62K +81 +1%
AA
927
AJ Advisors
Tennessee
$518K -$7.14K -103 -1%
MAS
928
Meeder Advisory Services
Ohio
$518K +$275K +3,974 +112%
DWAM
929
Duncan Williams Asset Management
Tennessee
$517K +$520K +7,498 New
OFG
930
Opulen Financial Group
Virginia
$512K +$515K +7,430 New
PMFA
931
Plante Moran Financial Advisors
Michigan
$512K +$9.84K +142 +2%
AF
932
Allworth Financial
California
$509K +$45.9K +662 +10%
Simplex Trading
933
Simplex Trading
Illinois
$508K +$511K +7,372 New
CAM
934
Cresset Asset Management
Illinois
$506K +$508K +7,335 New
BC
935
Brio Consultants
California
$491K +$27.8K +401 +6%
CWM
936
Campbell Wealth Management
Virginia
$481K +$41.4K +597 +9%
FFG
937
Fiduciary Financial Group
California
$479K +$2.15K +31 +0.4%
AI
938
Accredited Investors
Minnesota
$477K
RA
939
Riversedge Advisors
Delaware
$477K +$479K +6,915 New
CF
940
Cantor Fitzgerald
New York
$476K +$478K +6,900 New
PPWM
941
PFG Private Wealth Management
Florida
$475K +$1.87K +27 +0.4%
JFG
942
Jefferies Financial Group
New York
$473K +$476K +6,867 New
SAG
943
SageView Advisory Group
California
$469K +$179K +2,578 +61%
MWM
944
MY Wealth Management
Maryland
$458K
PFA
945
Pure Financial Advisors
California
$458K +$91.3K +1,317 +25%
FFA
946
Founders Financial Alliance
North Carolina
$458K +$21.1K +305 +5%
FMWA
947
Forvis Mazars Wealth Advisors
Missouri
$457K -$136K -1,955 -23%
KPWS
948
Kestra Private Wealth Services
Texas
$445K +$58.3K +841 +15%
FCA
949
FLC Capital Advisors
California
$444K -$23.4K -337 -5%
RZH
950
Relyea Zuckerberg Hanson
Connecticut
$444K +$1.52K +22 +0.3%