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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CPA
926
Capital Planning Advisors
California
$672K -$24.6K -366 -4%
DC
927
Defender Capital
North Carolina
$669K -$215K -3,200 -26%
MAS
928
Meeder Advisory Services
Ohio
$667K +$226K +3,357 +58%
OWA
929
Outlook Wealth Advisors
Texas
$665K +$107K +1,594 +21%
KFG
930
Kingdom Financial Group
Arizona
$662K -$300K -4,461 -33%
FA
931
Fiduciary Alliance
South Carolina
$660K +$611K +9,079 New
SF
932
Synovus Financial
Georgia
$658K +$55.9K +832 +10%
IC
933
IEQ Capital
California
$655K +$321K +4,775 +113%
MCCP
934
Mission Creek Capital Partners
California
$655K
HFM
935
Hartford Financial Management
Connecticut
$648K
OC
936
Optima Capital
Oregon
$639K -$244K -3,625 -29%
4A
937
4Wealth Advisors
Illinois
$636K +$94.4K +1,404 +19%
OPWM
938
Oregon Pacific Wealth Management
Oregon
$635K -$83.5K -1,242 -12%
BlackRock
939
BlackRock
New York
$633K +$145K +2,163 +33%
CWM
940
Cranbrook Wealth Management
Michigan
$632K
CIA
941
Capital Investment Advisors
Georgia
$631K -$215K -3,200 -27%
AWC
942
Abundance Wealth Counselors
Pennsylvania
$621K
BFM
943
Boothbay Fund Management
New York
$618K +$572K +8,500 New
TC
944
TownSquare Capital
Utah
$614K -$9.66M -143,627 -94%
CB
945
Commerce Bank
Missouri
$613K -$161K -2,390 -22%
AF
946
Allworth Financial
California
$613K +$110K +1,639 +24%
BRWA
947
B. Riley Wealth Advisors
Florida
$611K +$565K +8,406 New
SFG
948
Sovereign Financial Group
Connecticut
$602K -$10.6K -157 -2%
SFO
949
Stokes Family Office
Louisiana
$599K +$554K +8,245 New
CNBOF
950
City National Bank of Florida
Florida
$598K