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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SAG
951
SageView Advisory Group
California
$460K +$13.9K +201 +3%
PPWM
952
PFG Private Wealth Management
Florida
$457K +$3.6K +52 +0.8%
SRWM
953
Shira Ridge Wealth Management
California
$456K -$58.7K -849 -11%
AI
954
Accredited Investors
Minnesota
$455K
RA
955
Riversedge Advisors
Delaware
$455K
JFG
956
Jefferies Financial Group
New York
$452K
ACM
957
Advisors Capital Management
New Jersey
$450K +$32.4K +468 +7%
CFP
958
Cypress Financial Planning
New Jersey
$448K -$157K -2,274 -25%
WEG
959
World Equity Group
Illinois
$441K -$595K -8,604 -56%
PFA
960
Portland Financial Advisors
New York
$440K +$24.8K +359 +6%
FFA
961
Founders Financial Alliance
North Carolina
$438K +$1.87K +27 +0.4%
MWM
962
MY Wealth Management
Maryland
$437K
AF
963
Allworth Financial
California
$437K -$23.3K -337 -5%
FFG
964
Fiduciary Financial Group
California
$434K +$1.66K +24 +0.3%
PFG
965
PAX Financial Group
Texas
$432K +$39.4K +569 +9%
BlackRock
966
BlackRock
New York
$430K -$350K -5,062 -44%
PFS
967
Prospera Financial Services
Texas
$427K +$17.4K +251 +4%
TRIA
968
Trail Ridge Investment Advisors
Colorado
$425K +$8.09K +117 +2%
RZH
969
Relyea Zuckerberg Hanson
Connecticut
$425K +$1.45K +21 +0.3%
SFS
970
Summit Financial Strategies
Ohio
$424K -$157K -2,266 -26%
RWP
971
RWA Wealth Partners
Massachusetts
$423K
DWM
972
Defined Wealth Management
Oregon
$421K +$53K +766 +14%
PFS
973
Prospect Financial Services
New York
$421K +$442K +6,395 New
IAN
974
Integrated Advisors Network
Texas
$415K -$99.8K -1,443 -19%
FCA
975
FLC Capital Advisors
California
$412K -$12K -173 -3%