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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KAS
76
Kestra Advisory Services
Texas
$69.7M +$1.63M +23,552 +2%
BPWM
77
Badgley Phelps Wealth Managers
Washington
$69.5M +$823K +11,873 +1%
AAG
78
Armstrong Advisory Group
Massachusetts
$68.9M +$2.25M +32,529 +3%
IF
79
Intrua Financial
Texas
$68.5M -$2.77M -40,033 -4%
NEWAS
80
N.E.W. Advisory Services
Wisconsin
$67.6M -$17.9M -257,581 -21%
Mirae Asset Global Investments
81
Mirae Asset Global Investments
South Korea
$67.6M +$30.9M +446,069 +84%
CBT
82
Crews Bank & Trust
Florida
$66.8M +$67.2M +969,010 New
ACG
83
Allen Capital Group
Nebraska
$64.1M -$922K -13,307 -1%
FCAS
84
First Command Advisory Services
Texas
$63.8M +$64.1M +925,058 New
VPP
85
Vertex Planning Partners
Illinois
$63M +$29.9M +432,004 +90%
BFA
86
Brown Financial Advisory
Alabama
$62.8M +$1.98M +28,499 +3%
SGWM
87
Sterling Group Wealth Management
California
$62.1M +$1.91M +27,523 +3%
DA
88
Detalus Advisors
Missouri
$61.9M +$751K +10,836 +1%
SFS
89
Security Financial Services
Indiana
$61.7M -$849K -12,245 -1%
LWA
90
Lifelong Wealth Advisors
Minnesota
$60.5M +$61M +880,614 New
GVAG
91
Great Valley Advisor Group
Delaware
$60.4M +$7.71M +111,228 +15%
ODG
92
O'Dell Group
Ohio
$59.9M -$1.06M -15,243 -2%
NPI
93
New Perspectives Inc
Mississippi
$59.8M -$1.15M -16,572 -2%
WANY
94
Wealthspire Advisors (New York)
New York
$59.5M +$5.39M +77,753 +10%
OBWP
95
O'Brien Wealth Partners
Massachusetts
$59.3M +$7.29M +105,180 +14%
OWA
96
One Wealth Advisors
California
$59.2M +$173K +2,491 +0.3%
IWM
97
IHT Wealth Management
Illinois
$58.8M +$4.33M +62,461 +8%
IA
98
Integrity Alliance
Iowa
$58.4M +$58.7M +846,773 New
AWE
99
Avidian Wealth Enterprises
Texas
$57.9M +$596K +8,601 +1%
SC
100
Savant Capital
Illinois
$57.6M -$14M -201,696 -19%