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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BIM
976
Breakwater Investment Management
Washington
$187K +$5.92K +91 +3%
PWM
977
Provident Wealth Management
Tennessee
$182K
SMA
978
Sage Mountain Advisors
Georgia
$178K
NFSG
979
Newbridge Financial Services Group
Florida
$159K +$260 +4 +0.2%
GT
980
Glenmede Trust
Pennsylvania
$159K
DWM
981
Darwin Wealth Management
Florida
$157K +$151K +2,325 New
FGC
982
Financial Gravity Companies
Texas
$156K +$151K +2,316 New
PP
983
PrairieView Partners
Minnesota
$153K +$14.5K +223 +11%
GWS
984
Glassman Wealth Services
Virginia
$149K
AIM
985
Arcadia Investment Management
Michigan
$149K -$22.8K -350 -14%
WCM
986
Winthrop Capital Management
Indiana
$147K
BlackRock
987
BlackRock
New York
$141K -$410K -6,300 -75%
PFM
988
Phillips Financial Management
Indiana
$137K -$41K -631 -24%
ITIM
989
Indiana Trust & Investment Management
Indiana
$135K
S
990
SignatureFD
Georgia
$132K -$113K -1,737 -47%
DI
991
DAGCO Inc
Ohio
$129K +$5.46K +84 +5%
FCG
992
Financial Connections Group
California
$122K +$65 +1 +0.1%
MPWT
993
MassMutual Private Wealth & Trust
Connecticut
$115K
CP
994
Castleview Partners
Texas
$113K -$57.5K -884 -35%
PA
995
Parallel Advisors
California
$110K +$89.4K +1,374 +550%
PFG
996
Peterson Financial Group
Iowa
$105K +$101K +1,559 New
AA
997
Ancora Advisors
Ohio
$103K +$25.8K +396 +35%
Barclays
998
Barclays
United Kingdom
$91.1K +$55.3K +850 +170%
PAG
999
Paladin Advisory Group
Iowa
$89K +$5.46K +84 +7%
SHF
1000
Safe Harbor Fiduciary
Florida
$83.4K +$80.3K +1,235 New