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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
926
MGB Wealth Management
Texas
$518K +$18.9K +273 +4%
Citigroup
927
Citigroup
New York
$515K -$72.6K -1,049 -12%
EFA
928
Evernest Financial Advisors
Indiana
$515K -$24.2K -350 -4%
TIAA Trust, National Association
929
TIAA Trust, National Association
North Carolina
$515K -$14.3K -207 -3%
ADL
930
Asset Dedication LLC
California
$513K -$210K -3,035 -28%
AA
931
AJ Advisors
Tennessee
$509K +$16K +231 +3%
MA
932
MJP Associates
Connecticut
$505K +$1.25K +18 +0.2%
MPW
933
Magnolia Private Wealth
Pennsylvania
$505K +$102K +1,482 +24%
RCM
934
Raleigh Capital Management
North Carolina
$501K -$20.1K -290 -4%
OWA
935
Outlook Wealth Advisors
Texas
$496K +$2.01K +29 +0.4%
TWA
936
Talisman Wealth Advisors
New Jersey
$496K +$84.4K +1,220 +19%
CFP
937
Catalyst Financial Partners
Massachusetts
$491K -$80.6K -1,165 -13%
OFG
938
Opulen Financial Group
Virginia
$490K +$1.73K +25 +0.3%
CIBC World Market
939
CIBC World Market
Ontario, Canada
$487K +$264K +3,811 +106%
BOC
940
Blue Oak Capital
California
$487K -$343K -4,953 -40%
4A
941
4Wealth Advisors
Illinois
$483K -$90.1K -1,303 -15%
LSA
942
Lion Street Advisors
Texas
$483K +$127K +1,833 +33%
MIS
943
Morningstar Investment Services
Illinois
$482K -$74.1K -1,072 -13%
LC
944
Lavaca Capital
Texas
$480K -$16.3K -235 -3%
VCP
945
Verus Capital Partners
Arizona
$479K +$503K +7,279 New
PFA
946
Pure Financial Advisors
California
$472K +$37.3K +539 +8%
FMWA
947
Forvis Mazars Wealth Advisors
Missouri
$470K +$35.9K +519 +8%
M1FG
948
Mach-1 Financial Group
Arkansas
$469K +$493K +7,135 New
3AM
949
3EDGE Asset Management
Florida
$465K +$46.9K +678 +11%
CFMC
950
Curbstone Financial Management Corp
New Hampshire
$460K +$484K +7,000 New