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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CW
76
CreativeOne Wealth
Kansas
$56.8M -$4.06M -69,385 -7%
ACG
77
Allen Capital Group
Nebraska
$56.5M +$1.89M +32,322 +4%
NPI
78
New Perspectives Inc
Mississippi
$54.4M +$51.7M +883,458 New
Royal Bank of Canada
79
Royal Bank of Canada
Ontario, Canada
$54.2M -$17.1M -292,463 -25%
ODG
80
O'Dell Group
Ohio
$51.9M -$737K -12,591 -1%
BFA
81
Brown Financial Advisory
Alabama
$51.6M +$280K +4,777 +0.6%
IWM
82
IHT Wealth Management
Illinois
$50.9M -$4.85M -82,849 -9%
PWA
83
Physician Wealth Advisors
Utah
$50.7M -$11M -187,913 -18%
WANY
84
Wealthspire Advisors (New York)
New York
$50M -$1.25M -21,344 -3%
Commonwealth Equity Services
85
Commonwealth Equity Services
Massachusetts
$49.5M +$4.73M +80,721 +11%
PWG
86
Private Wealth Group
Florida
$47.8M +$906K +15,474 +2%
DCM
87
Davidson Capital Management
Texas
$47.5M +$320K +5,464 +0.7%
AI
88
Auour Investments
Massachusetts
$46.5M +$552K +9,423 +1%
UBS Group
89
UBS Group
Switzerland
$46M +$3.13M +53,443 +8%
IWP
90
IAG Wealth Partners
Wisconsin
$45.4M +$241K +4,118 +0.6%
PAS
91
Park Avenue Securities
New York
$44.2M +$746K +12,741 +2%
DAS
92
Dynamic Advisor Solutions
Arizona
$44.1M -$487K -8,322 -1%
FFWA
93
Forthright Family Wealth Advisory
Texas
$43.6M +$1.9M +32,441 +5%
PWH
94
Priebe Wealth Holdings
Minnesota
$43.5M +$1.04M +17,746 +3%
DWM
95
Denver Wealth Management
Colorado
$43.5M +$15.3M +260,679 +58%
FEG
96
Financial Enhancement Group
Indiana
$42.5M +$600K +10,239 +1%
CCFM
97
Clear Creek Financial Management
Washington
$42M -$5.22M -89,194 -12%
CWM
98
CCG Wealth Management
California
$41.2M -$740K -12,641 -2%
DLIC
99
Daido Life Insurance Company
Japan
$41.2M
SCA
100
Snowden Capital Advisors
New York
$39.9M +$730K +12,462 +2%