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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IA
951
Inspire Advisors
Idaho
$727K +$1.89K +25 +0.3%
AF
952
Allworth Financial
California
$725K +$61.9K +820 +10%
AG
953
AlTi Global
New York
$710K -$215K -2,846 -24%
MCCP
954
Mission Creek Capital Partners
California
$706K
CPA
955
Capital Planning Advisors
California
$704K -$19.9K -264 -3%
OWA
956
Outlook Wealth Advisors
Texas
$702K -$13.5K -179 -2%
HNW
957
High Note Wealth
Minnesota
$697K +$53.8K +713 +9%
CIA
958
Capital Investment Advisors
Georgia
$694K +$13.4K +178 +2%
GFA
959
Gallagher Fiduciary Advisors
Illinois
$688K +$304K +4,036 +85%
OC
960
Optima Capital
Oregon
$675K -$13.1K -173 -2%
SFG
961
Sovereign Financial Group
Connecticut
$649K +$528 +7 +0.1%
BWG
962
Beta Wealth Group
California
$645K -$1.67M -22,203 -73%
GTAM
963
Global Trust Asset Management
Florida
$643K +$373K +4,940 +151%
Fisher Asset Management
964
Fisher Asset Management
Washington
$634K -$285K -3,781 -32%
KeyBank National Association
965
KeyBank National Association
Ohio
$631K
HP
966
Holistic Planning
Texas
$629K +$149K +1,977 +33%
LAM
967
LOM Asset Management
$627K
GSIS
968
Global Strategic Investment Solutions
Arizona
$627K
MAS
969
Meeder Advisory Services
Ohio
$627K -$88.9K -1,178 -13%
KFG
970
Kingdom Financial Group
Arizona
$625K -$84.6K -1,122 -12%
WPC
971
Wedmont Private Capital
Pennsylvania
$625K +$342K +4,534 +133%
JWM
972
JPL Wealth Management
Colorado
$624K +$601K +7,971 New
DWM
973
Defined Wealth Management
Oregon
$621K +$27K +358 +5%
PWS
974
Precision Wealth Strategies
Missouri
$620K -$111K -1,475 -16%
PMFA
975
Plante Moran Financial Advisors
Michigan
$619K +$18.3K +243 +3%