We are live on ! Find out more
SPYM

State Street SPDR Portfolio S&P 500 ETF
SPYM

Name Holding Trade Value Shares
Change 		Change in
Stake
GFA
951
Gallagher Fiduciary Advisors
Illinois
$1.1M +$179K +2,241 +19%
FWM
952
Fingerlakes Wealth Management
New York
$1.1M -$30.4K -380 -3%
BCMLT
953
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.09M +$1.14M +14,235 New
SRS
954
Strong Retirement Solutions
Washington
$1.08M +$233K +2,913 +26%
BCM
955
BluePath Capital Management
Georgia
$1.08M -$25.3K -316 -2%
3F
956
360 Financial
Minnesota
$1.08M -$226K -2,826 -17%
PFA
957
Professional Financial Advisors
Nebraska
$1.07M -$152K -1,901 -12%
EFG
958
Embree Financial Group
Illinois
$1.07M +$11.7K +146 +1%
OFA
959
Orographic Financial Advisors
Colorado
$1.07M +$1.12M +14,014 New
MGP
960
Metis Global Partners
California
$1.06M -$940K -11,749 -46%
MWM
961
MBE Wealth Management
Wisconsin
$1.06M +$20.5K +256 +2%
EC
962
Estate Counselors
Wisconsin
$1.06M +$48.5K +606 +5%
SHJ
963
Sharkey, Howes & Javer
Colorado
$1.05M +$294K +3,681 +36%
CPA
964
Cardiff Park Advisors
California
$1.05M +$6.56K +82 +0.6%
VWA
965
Visionary Wealth Advisors
Illinois
$1.04M +$1.09M +13,623 New
4A
966
4Wealth Advisors
Illinois
$1.04M -$11K -137 -1%
NEAM
967
New England Asset Management
Connecticut
$1.02M – – –
AFWM
968
AMJ Financial Wealth Management
Virginia
$1.02M +$17K +213 +2%
AOWM
969
Asset One Wealth Management
Washington
$1.02M +$25.5K +319 +3%
SI
970
Seeds Investor
New York
$1.01M -$225K -2,816 -19%
LWM
971
LongView Wealth Management
Georgia
$1.01M +$99.6K +1,245 +11%
LWM
972
Liberty Wealth Management
California
$1.01M +$27.4K +343 +3%
EWA
973
Exit Wealth Advisors
Georgia
$1M +$208K +2,598 +25%
SFC
974
Summit Financial Consulting
Michigan
$1M +$6.32K +79 +0.6%
VCA
975
Verdence Capital Advisors
Maryland
$1M -$492K -6,153 -32%
37 38
39
40 41