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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MCWS
76
McKinley Carter Wealth Services
West Virginia
$6.91M -$280K -7,756 -4%
CA
77
Continuum Advisory
Idaho
$6.77M +$438K +12,118 +7%
SMG
78
Smart Money Group
Texas
$6.75M +$1.86M +51,307 +40%
LFG
79
LifePlan Financial Group
Ohio
$6.68M -$49.4K -1,366 -0.8%
SW
80
SkyOak Wealth
Michigan
$6.52M +$6.24M +172,512 New
VFM
81
Vivid Financial Management
California
$6.44M +$5.96M +164,904 New
GG
82
GenWealth Group
New Jersey
$6.36M +$1.5M +41,574 +33%
MA
83
Mutual Advisors
Nebraska
$6.33M +$713K +19,718 +13%
CF
84
Copperwynd Financial
Arizona
$6.02M +$5.76M +159,279 New
UAS
85
United Asset Strategies
New York
$5.73M +$1.79M +49,528 +49%
AFP
86
Ausdal Financial Partners
Iowa
$5.72M +$521K +14,410 +11%
IA
87
IFP Advisors
Florida
$5.72M -$1.72M -47,648 -24%
Goldman Sachs
88
Goldman Sachs
New York
$5.67M +$5.1M +141,081 +1,582%
FIM
89
Frontier Investment Management
Texas
$5.64M -$43.4K -1,199 -0.8%
Jane Street
90
Jane Street
New York
$5.51M -$1.44M -39,915 -22%
PEA
91
Pacific Edge Advisors
California
$5.44M +$3.38M +93,500 +186%
VWA
92
Visionary Wealth Advisors
Illinois
$5.27M +$5.04M +139,282 New
SCM
93
Southport Capital Management
Tennessee
$5.26M +$927K +25,632 +23%
SSWM
94
Sheets Smith Wealth Management
North Carolina
$5.24M +$1.34M +37,088 +37%
HR
95
Hayden Royal
North Carolina
$5.23M +$4.78M +132,088 New
CA
96
Corrado Advisors
New Jersey
$5.08M -$44.5K -1,232 -0.9%
HighTower Advisors
97
HighTower Advisors
Illinois
$5M -$592K -16,385 -11%
PWPS
98
Pinnacle Wealth Planning Services
Ohio
$4.73M -$372K -10,287 -8%
RFN
99
RDA Financial Network
Iowa
$4.68M +$261K +7,206 +6%
MFS
100
McNamara Financial Services
Massachusetts
$4.56M +$145K +4,001 +3%