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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WAS
76
Wealth Advisory Solutions
Indiana
$27.3M +$196K +4,171 +0.7%
CCFM
77
Clear Creek Financial Management
Washington
$26.8M +$12.1M +257,029 +86%
GVAG
78
Great Valley Advisor Group
Delaware
$26.6M -$3.11M -66,301 -11%
KP
79
Keel Point
Alabama
$26.5M
SB
80
Strategic Blueprint
Georgia
$26.5M -$7.11M -151,600 -22%
LFAS
81
Level Four Advisory Services
Texas
$26.2M +$2.37M +50,529 +10%
GIA
82
Gladstone Institutional Advisory
Florida
$26.1M +$834K +17,773 +3%
BPWM
83
Badgley Phelps Wealth Managers
Washington
$26M +$25.3M +539,213 New
NA
84
NewEdge Advisors
Louisiana
$24.9M +$7.08M +150,914 +41%
AFG
85
Affinia Financial Group
Massachusetts
$24.6M -$3.39M -72,277 -12%
AWE
86
Avidian Wealth Enterprises
Texas
$24.5M +$16.6M +353,984 +229%
KAM
87
Knightsbridge Asset Management
California
$24.4M +$1.68M +35,871 +8%
CWM
88
Cornerstone Wealth Management
Missouri
$23.3M +$22.7M +483,557 New
MML Investors Services
89
MML Investors Services
Massachusetts
$23.2M -$4.01M -85,471 -15%
NA
90
Nottingham Advisors
New York
$22M -$1.18M -25,124 -5%
TA
91
Tectonic Advisors
Texas
$21.8M +$1.43M +30,517 +7%
AA
92
Advisory Alpha
Michigan
$21.5M +$212K +4,518 +1%
EWM
93
Executive Wealth Management
Michigan
$21.2M +$1.43M +30,523 +7%
FFN
94
Focus Financial Network
Minnesota
$21M +$403K +8,597 +2%
PA
95
PSI Advisors
Florida
$20.4M +$1.07M +22,778 +6%
MFA
96
Mayflower Financial Advisors
Massachusetts
$20.1M +$2.96M +63,070 +18%
DAS
97
Dynamic Advisor Solutions
Arizona
$20M +$13.7M +292,323 +236%
LEFP
98
Leading Edge Financial Planning
Tennessee
$19.7M +$4.24M +90,432 +28%
SFP
99
Strategic Financial Partners
Oregon
$19.5M +$1.54M +32,746 +9%
PWM
100
Penobscot Wealth Management
Maine
$19.1M -$1.22M -25,917 -6%