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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TA
76
Tectonic Advisors
Texas
$23.8M +$1.8M +34,364 +8%
WWM
77
Western Wealth Management
Colorado
$22.5M +$12.4M +235,908 +126%
AA
78
Advisory Alpha
Michigan
$22.4M -$1.88M -35,845 -8%
WCM
79
Windsor Capital Management
Arizona
$21.5M -$1.11M -21,233 -5%
EWM
80
Executive Wealth Management
Michigan
$20.9M -$4.2M -80,209 -17%
CWM
81
Cornerstone Wealth Management
Missouri
$20.8M +$959K +18,314 +5%
SFA
82
Sequoia Financial Advisors
Ohio
$20.7M +$20.4M +389,807 New
FFN
83
Focus Financial Network
Minnesota
$20.1M +$19.8M +378,734 New
PWP
84
Personal Wealth Partners
Minnesota
$19.8M +$143K +2,734 +0.7%
Royal Bank of Canada
85
Royal Bank of Canada
Ontario, Canada
$19.8M +$2.91M +55,580 +18%
GWAG
86
Garrett Wealth Advisory Group
Texas
$19.8M +$2.04M +38,911 +12%
IA
87
IFP Advisors
Florida
$19.8M +$11.9M +227,970 +59%
SCA
88
Snowden Capital Advisors
New York
$19.3M +$1.77M +33,830 +10%
RIS
89
Retirement Income Solutions
Michigan
$18.7M +$779K +14,886 +4%
VCM
90
Vivaldi Capital Management
Illinois
$18.7M -$102K -1,941 -0.5%
CWG
91
Crown Wealth Group
North Carolina
$18.4M +$4.36M +83,249 +32%
BOC
92
Bull Oak Capital
California
$18.3M +$4.1M +78,340 +29%
CWA
93
Clearview Wealth Advisors
Oregon
$18.3M +$6.82M +130,297 +61%
Commonwealth Equity Services
94
Commonwealth Equity Services
Massachusetts
$18.2M +$8.26M +157,789 +86%
SWP
95
Stratos Wealth Partners
Ohio
$18.1M +$4.63M +88,373 +35%
FCA
96
FLC Capital Advisors
California
$18M +$2.48M +47,457 +16%
MHWM
97
Montz Harcus Wealth Management
Louisiana
$17M +$342K +6,527 +2%
RA
98
RFG Advisory
Alabama
$16.7M -$11.2K -213 -0.1%
PWM
99
Penobscot Wealth Management
Maine
$16.7M +$3.3M +62,956 +25%
WCFA
100
Walkner Condon Financial Advisors
Wisconsin
$16.6M +$16.4M +313,016 New