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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ACA
76
Aptus Capital Advisors
Alabama
$48M -$11.5M -220,158 -20%
ODG
77
O'Dell Group
Ohio
$47.9M -$799K -15,247 -2%
WANY
78
Wealthspire Advisors (New York)
New York
$46.7M -$1.07M -20,385 -2%
BFA
79
Brown Financial Advisory
Alabama
$46.6M -$73.8K -1,408 -0.2%
IF
80
Intrua Financial
Texas
$45.4M +$42.6M +812,416 New
KFGK
81
Keystone Financial Group (Kentucky)
Kentucky
$44.7M +$6.19M +118,187 +17%
CCFM
82
Clear Creek Financial Management
Washington
$43.1M +$19.6M +374,763 +95%
DCM
83
Davidson Capital Management
Texas
$42.9M +$573K +10,938 +1%
AI
84
Auour Investments
Massachusetts
$42.6M +$406K +7,748 +1%
PWG
85
Private Wealth Group
Florida
$42.6M +$10.8M +206,477 +37%
IWP
86
IAG Wealth Partners
Wisconsin
$41M +$80.1K +1,528 +0.2%
GLA
87
Good Life Advisors
Pennsylvania
$41M +$1.4M +26,767 +4%
Commonwealth Equity Services
88
Commonwealth Equity Services
Massachusetts
$40.5M +$9.51M +181,509 +33%
DAS
89
Dynamic Advisor Solutions
Arizona
$39.9M +$1.28M +24,397 +3%
PAS
90
Park Avenue Securities
New York
$39.5M +$460K +8,785 +1%
SFA
91
Sequoia Financial Advisors
Ohio
$39M +$18.8M +358,038 +106%
UBS Group
92
UBS Group
Switzerland
$38.8M +$3.3M +62,965 +10%
FEG
93
Financial Enhancement Group
Indiana
$38.7M -$892K -17,029 -2%
State Street
94
State Street
Massachusetts
$38.6M +$36.2M +690,800 New
FFN
95
Focus Financial Network
Minnesota
$38.6M +$9.32M +177,977 +35%
PWH
96
Priebe Wealth Holdings
Minnesota
$38.6M +$36.1M +689,840 New
CWM
97
CCG Wealth Management
California
$38.2M -$5.84M -111,452 -14%
FFWA
98
Forthright Family Wealth Advisory
Texas
$37.8M +$35.4M +676,127 New
DLIC
99
Daido Life Insurance Company
Japan
$37.4M
MW
100
Maia Wealth
Colorado
$36.4M +$34.1M +651,315 New