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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
APTFM
76
AGUR Provident & Training Funds Management
Israel
$74.2M
IWC
77
Integrated Wealth Concepts
Massachusetts
$73.9M -$27.4M -395,514 -26%
SWP
78
Stratos Wealth Partners
Ohio
$72.3M -$742K -10,727 -1%
OFS
79
OneAscent Financial Services
Alabama
$71.6M +$969K +14,013 +1%
NEWAS
80
N.E.W. Advisory Services
Wisconsin
$69.7M +$5.53M +79,930 +8%
AAG
81
Armstrong Advisory Group
Massachusetts
$68.9M
Royal Bank of Canada
82
Royal Bank of Canada
Ontario, Canada
$68.8M -$9.8M -141,729 -12%
IF
83
Intrua Financial
Texas
$67.9M +$2.75M +39,821 +4%
CIAS
84
CFS Investment Advisory Services
New Jersey
$65.1M -$7.28M -105,286 -10%
AWE
85
Avidian Wealth Enterprises
Texas
$64.8M +$10.1M +145,555 +17%
CBT
86
Crews Bank & Trust
Florida
$64.7M +$1.01M +14,563 +2%
BFA
87
Brown Financial Advisory
Alabama
$63.4M +$3.63M +52,414 +6%
VPP
88
Vertex Planning Partners
Illinois
$61.4M +$1.35M +19,570 +2%
VA
89
VestGen Advisors
Illinois
$60.7M +$63.8M +922,932 New
ACG
90
Allen Capital Group
Nebraska
$60.5M -$693K -10,024 -1%
SGWM
91
Sterling Group Wealth Management
California
$60.4M +$1.3M +18,861 +2%
RIS
92
Retirement Income Solutions
Michigan
$59.4M +$31.4M +453,791 +101%
OBWP
93
O'Brien Wealth Partners
Massachusetts
$57.7M +$1.21M +17,461 +2%
IMC Chicago
94
IMC Chicago
Illinois
$57.6M +$60.6M +875,913 New
LWA
95
Lifelong Wealth Advisors
Minnesota
$57.5M -$426K -6,159 -0.7%
DA
96
Detalus Advisors
Missouri
$57.4M -$1.77M -25,595 -3%
ODG
97
O'Dell Group
Ohio
$57M -$146K -2,107 -0.2%
PAS
98
Park Avenue Securities
New York
$56.1M +$3.19M +46,195 +6%
PS
99
Principal Securities
Iowa
$55.3M
WANY
100
Wealthspire Advisors (New York)
New York
$55.1M -$1.77M -25,523 -3%