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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KW
76
KWB Wealth
California
$84.1M -$5.81M -86,369 -6%
APW
77
Austin Private Wealth
Texas
$82.3M -$45.7M -679,968 -38%
IWC
78
Integrated Wealth Concepts
Massachusetts
$82.3M +$555K +8,257 +0.7%
Royal Bank of Canada
79
Royal Bank of Canada
Ontario, Canada
$80.8M +$4.41M +65,557 +6%
OFS
80
OneAscent Financial Services
Alabama
$80.2M +$1.23M +18,349 +2%
SAM
81
Standpoint Asset Management
Arizona
$79.5M -$18.6M -276,100 -20%
PCM
82
Penserra Capital Management
California
$77.7M +$33M +491,126 +85%
NAM
83
Nissay Asset Management
Japan
$77.4M +$71.6M +1,064,700 New
IWP
84
IAG Wealth Partners
Wisconsin
$76M +$17.1M +254,362 +32%
CBT
85
Crews Bank & Trust
Florida
$75.6M +$3.82M +56,803 +6%
SGWM
86
Sterling Group Wealth Management
California
$75M +$7.53M +112,051 +12%
BFA
87
Brown Financial Advisory
Alabama
$74.9M +$4.47M +66,427 +7%
PS
88
Principal Securities
Iowa
$72.7M +$13.2M +196,879 +25%
RAM
89
Revere Asset Management
Texas
$72.6M +$30.1M +447,878 +81%
NL
90
NEPC LLC
Massachusetts
$70.8M +$65.5M +973,556 New
SWP
91
Stratos Wealth Partners
Ohio
$69.1M -$10M -149,350 -14%
ACG
92
Allen Capital Group
Nebraska
$67.4M +$497K +7,388 +0.8%
PAS
93
Park Avenue Securities
New York
$66.9M +$4.54M +67,565 +8%
KV
94
Kickstand Ventures
New York
$66.4M +$22.7M +337,977 +59%
NEWAS
95
N.E.W. Advisory Services
Wisconsin
$66.1M -$10.2M -151,365 -14%
IF
96
Intrua Financial
Texas
$65.4M -$8.95M -133,159 -13%
APTFM
97
AGUR Provident & Training Funds Management
Israel
$64.7M -$16M -237,700 -21%
ODG
98
O'Dell Group
Ohio
$64.7M +$1.55M +23,048 +3%
ES
99
Eagle Strategies
New York
$62.2M +$7.09M +105,484 +14%
TLIC
100
Taiyo Life Insurance Company
Japan
$62.2M -$25.6M -380,000 -31%