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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
76
Cahaba Wealth Management
Georgia
$6.14M +$7.29M +203,100 New
FHC
77
First Heartland Consultants
Missouri
$5.99M -$18.1M -504,570 -72%
LW
78
Linscomb Wealth
Texas
$5.89M -$33.8K -942 -0.5%
AWMG
79
Alliance Wealth Management Group
New Jersey
$5.8M -$93.5K -2,607 -1%
AC
80
Alexandria Capital
Virginia
$5.71M +$2.96M +82,429 +78%
SSWM
81
Sheets Smith Wealth Management
North Carolina
$5.5M +$1.55M +43,070 +31%
CA
82
Continuum Advisory
Idaho
$5.3M +$159K +4,418 +2%
LFG
83
LifePlan Financial Group
Ohio
$5.29M -$64.5K -1,797 -1%
GG
84
GenWealth Group
New Jersey
$5.26M +$211K +5,888 +4%
CWM
85
CCG Wealth Management
California
$5.22M +$2.27M +63,319 +58%
PFM
86
Parsec Financial Management
North Carolina
$5.16M +$2.75M +76,516 +81%
SMG
87
Smart Money Group
Texas
$5.14M -$393K -10,956 -6%
KBFS
88
Kohmann Bosshard Financial Services
Ohio
$5.14M +$5.82M +162,133 +2,105%
VWA
89
Visionary Wealth Advisors
Illinois
$4.87M +$779K +21,715 +16%
SW
90
SkyOak Wealth
Michigan
$4.81M -$481K -13,401 -8%
PAG
91
Private Advisor Group
New Jersey
$4.65M +$4.2M +117,126 +321%
VFM
92
Vivid Financial Management
California
$4.61M -$450K -12,536 -8%
UAS
93
United Asset Strategies
New York
$4.55M -$32.5K -906 -0.6%
NEIRG
94
New England Investment & Retirement Group
Massachusetts
$4.49M +$1.93M +53,770 +57%
MCWS
95
McKinley Carter Wealth Services
West Virginia
$4.46M -$1.27M -35,271 -19%
PWPS
96
Pinnacle Wealth Planning Services
Ohio
$4.4M +$902K +25,135 +20%
VRM
97
Vectors Research Management
New York
$4.36M +$2.32M +64,575 +81%
HighTower Advisors
98
HighTower Advisors
Illinois
$4.26M +$314K +8,764 +7%
PA
99
Paragon Advisors
Texas
$4.25M +$1.01M +28,263 +25%
MA
100
Mutual Advisors
Nebraska
$4.17M -$1.05M -29,340 -18%