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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NAG
1026
Northstar Advisory Group
New Jersey
$497K +$19.5K +258 +4%
MAMG
1027
Milestone Asset Management Group
Connecticut
$497K +$189K +2,508 +65%
MWM
1028
MY Wealth Management
Maryland
$494K
DWP
1029
Destiny Wealth Partners
Florida
$485K +$4.15K +55 +0.9%
Legacy Financial Group (Iowa)
1030
Legacy Financial Group (Iowa)
Iowa
$484K +$20.4K +270 +5%
NG
1031
Northstar Group
New York
$484K
ZIM
1032
Zacks Investment Management
Illinois
$483K +$153K +2,024 +49%
MFWP
1033
Mosaic Family Wealth Partners
Missouri
$483K +$467K +6,188 New
OWM
1034
Orgel Wealth Management
Wisconsin
$482K +$47.1K +625 +11%
FCA
1035
FLC Capital Advisors
California
$482K -$8.68K -115 -2%
CPC
1036
Consolidated Planning Corp
Georgia
$476K
TCOTS
1037
Trust Company of the South
North Carolina
$476K
SRWM
1038
Shira Ridge Wealth Management
California
$474K +$34.7K +460 +8%
IAN
1039
Integrated Advisors Network
Texas
$473K -$8.45K -112 -2%
AC
1040
AlphaCore Capital
California
$473K +$449K +5,951 +6,840%
SHJ
1041
Sharkey, Howes & Javer
Colorado
$471K +$453K +6,007 New
IF
1042
Ironwood Financial
Arizona
$468K
LCM
1043
Liberty Capital Management
Michigan
$466K
VWM
1044
Vigilare Wealth Management
Arizona
$466K -$133K -1,767 -23%
BWS
1045
Buck Wealth Strategies
Colorado
$466K +$3.77K +50 +0.8%
VH
1046
Visionary Horizons
Tennessee
$464K +$8.52K +113 +2%
WBCM
1047
Wilson & Boucher Capital Management
California
$462K
WA
1048
Wealth Alliance
New York
$462K +$445K +5,894 New
CAAS
1049
Capital Asset Advisory Services
Michigan
$459K -$453 -6 -0.1%
FLP
1050
Financial Life Planners
Arizona
$458K +$1.36K +18 +0.3%