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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
QWM
1001
Quadcap Wealth Management
Texas
$1.29M -$44.3K -519 -3%
AF
1002
Allworth Financial
California
$1.29M +$180K +2,106 +17%
OBWG
1003
Onyx Bridge Wealth Group
New York
$1.28M -$4.86K -57 -0.4%
LAM
1004
LOM Asset Management
$1.27M
MWM
1005
MBE Wealth Management
Wisconsin
$1.27M +$52.1K +611 +4%
WIP
1006
WealthCare Investment Partners
Rhode Island
$1.27M -$20.9K -245 -2%
KeyBank National Association
1007
KeyBank National Association
Ohio
$1.27M +$542K +6,357 +79%
PCH
1008
PGIM Custom Harvest
New Jersey
$1.27M +$949K +11,118 +339%
FWM
1009
Fingerlakes Wealth Management
New York
$1.26M +$2.39K +28 +0.2%
PFA
1010
Professional Financial Advisors
Nebraska
$1.26M +$28K +328 +2%
BF
1011
Brooklyn FI
New York
$1.26M +$332K +3,894 +37%
OFA
1012
Orographic Financial Advisors
Colorado
$1.26M -$17K -199 -1%
AWM
1013
Accurate Wealth Management
Florida
$1.24M -$183K -2,150 -13%
VAMG
1014
Voisard Asset Management Group
Michigan
$1.24M -$27.2K -319 -2%
EFG
1015
Embree Financial Group
Illinois
$1.23M -$2.56K -30 -0.2%
RW
1016
Regimen Wealth
Georgia
$1.22M +$380K +4,458 +47%
VWA
1017
Visionary Wealth Advisors
Illinois
$1.22M +$21.2K +249 +2%
4A
1018
4Wealth Advisors
Illinois
$1.22M -$1.62K -19 -0.1%
EC
1019
Estate Counselors
Wisconsin
$1.2M -$12.6K -148 -1%
SIA
1020
Strategic Investment Advisors
Michigan
$1.2M +$302K +3,535 +35%
KIM
1021
Kestra Investment Management
Texas
$1.2M +$382K +4,483 +49%
MTC
1022
Matrix Trust Company
Colorado
$1.19M +$1.16M +13,571 New
GSC
1023
G&S Capital
Colorado
$1.19M +$118K +1,388 +11%
CPG
1024
Cornerstone Planning Group
New Jersey
$1.18M +$31.3K +367 +3%
WCG
1025
Weaver Consulting Group
California
$1.18M +$1.15M +13,440 New