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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWE
76
Avidian Wealth Enterprises
Texas
$60.1M -$6.65M -108,021 -10%
Royal Bank of Canada
77
Royal Bank of Canada
Ontario, Canada
$59.7M +$3.2M +52,040 +6%
ACG
78
Allen Capital Group
Nebraska
$59.5M +$719K +11,685 +1%
OWA
79
One Wealth Advisors
California
$59M -$5.18M -84,066 -8%
HGWM
80
Horst & Graben Wealth Management
Oregon
$58.8M -$13.6M -221,265 -19%
UBS Group
81
UBS Group
Switzerland
$58.4M +$10.1M +164,185 +22%
NPI
82
New Perspectives Inc
Mississippi
$56.6M +$51.7K +839 +0.1%
BFA
83
Brown Financial Advisory
Alabama
$55.3M +$1.56M +25,327 +3%
Commonwealth Equity Services
84
Commonwealth Equity Services
Massachusetts
$54.5M +$2.83M +45,949 +6%
SGWM
85
Sterling Group Wealth Management
California
$52.6M +$50.6M +821,360 New
IWM
86
IHT Wealth Management
Illinois
$52M -$832K -13,521 -2%
ODG
87
O'Dell Group
Ohio
$51.9M
WANY
88
Wealthspire Advisors (New York)
New York
$51.9M -$186K -3,019 -0.4%
PWA
89
Physician Wealth Advisors
Utah
$50.6M -$5.84M -94,789 -11%
CCFM
90
Clear Creek Financial Management
Washington
$50.6M +$6.65M +108,008 +16%
State Street
91
State Street
Massachusetts
$50.1M -$22.6M -367,891 -32%
AI
92
Auour Investments
Massachusetts
$49.2M +$750K +12,181 +2%
GVAG
93
Great Valley Advisor Group
Delaware
$48.6M -$19.5M -316,183 -29%
DAS
94
Dynamic Advisor Solutions
Arizona
$48.4M +$2.48M +40,345 +6%
PWG
95
Private Wealth Group
Florida
$48.1M -$1.56M -25,278 -3%
PAS
96
Park Avenue Securities
New York
$47.1M +$1M +16,262 +2%
DCM
97
Davidson Capital Management
Texas
$46.3M -$3.02M -49,047 -6%
IWP
98
IAG Wealth Partners
Wisconsin
$46.1M -$1.06M -17,291 -2%
KV
99
Kickstand Ventures
New York
$46.1M +$22.8M +370,106 +106%
DWM
100
Denver Wealth Management
Colorado
$46M +$723K +11,740 +2%