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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FI
76
FormulaFolio Investments
Michigan
$16.5M -$594K -12,094 -4%
WCFA
77
Walkner Condon Financial Advisors
Wisconsin
$16.4M +$36.1K +735 +0.2%
APW
78
Austin Private Wealth
Texas
$16.3M +$665K +13,547 +4%
JWM
79
Jackson Wealth Management
Florida
$16.3M +$1.2M +24,515 +8%
SRSA
80
S.R. Schill & Associates
Washington
$16M +$159K +3,246 +1%
BHB
81
Bank Hapoalim BM
Israel
$15.5M +$2.46M +50,043 New
IA
82
IFP Advisors
Florida
$15.1M +$3.15M +64,277 +27%
SCA
83
Snowden Capital Advisors
New York
$15M +$14.6M +297,297 New
CAN
84
Cetera Advisor Networks
California
$14.7M +$14.1M +286,934 +6,078%
CW
85
CreativeOne Wealth
Kansas
$14.3M +$13.1M +267,503 +1,702%
CWM
86
Cahaba Wealth Management
Georgia
$14.2M -$475K -9,670 -3%
PWP
87
Personal Wealth Partners
Minnesota
$14.1M +$5.32M +108,328 +63%
AAS
88
Annex Advisory Services
Wisconsin
$14M -$1.64M -33,385 -11%
SWP
89
Stratos Wealth Partners
Ohio
$13.1M -$450K -9,169 -3%
CCFM
90
Clear Creek Financial Management
Washington
$13.1M +$10.9M +221,363 +580%
Mariner
91
Mariner
Kansas
$12.7M +$134K +2,723 +1%
KBFS
92
Kohmann Bosshard Financial Services
Ohio
$12.4M +$3.93M +80,115 +48%
WEPOG
93
Wealth Enhancement & Preservation of GA
Georgia
$12.3M +$192K +3,916 +2%
OWA
94
One Wealth Advisors
California
$12M +$3.91M +79,702 +50%
Royal Bank of Canada
95
Royal Bank of Canada
Ontario, Canada
$11.7M -$1.47M -30,043 -11%
SFG
96
StrategIQ Financial Group
Indiana
$11.6M -$337K -6,873 -3%
WA
97
WBH Advisory
Maryland
$11.6M +$666K +13,562 +6%
BWFA
98
Baltimore-Washington Financial Advisors
Maryland
$11.3M +$38.7K +788 +0.4%
TA
99
Tectonic Advisors
Texas
$11.2M +$2.27M +46,238 +26%
PWM
100
Penobscot Wealth Management
Maine
$11M +$10.7M +218,262 New