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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PGF
1051
Plan Group Financial
Oklahoma
$284K +$899 +13 +0.3%
HFA
1052
High Falls Advisors
New York
$282K +$297K +4,289 New
WWM
1053
Woodside Wealth Management
Massachusetts
$282K +$296K +4,285 New
WF
1054
Welch & Forbes
Massachusetts
$281K -$13.8K -200 -4%
OCG
1055
Opus Capital Group
Ohio
$280K +$295K +4,263 New
CPWA
1056
Cerro Pacific Wealth Advisors
California
$279K
IC
1057
IEQ Capital
California
$279K -$591K -8,548 -67%
CJ
1058
Caitlin John
Michigan
$277K -$126K -1,819 -30%
TI
1059
Trexquant Investment
Connecticut
$277K +$292K +4,218 New
SEI Investments
1060
SEI Investments
Pennsylvania
$276K
LFA
1061
LGT Financial Advisors
Texas
$276K -$533K -7,702 -65%
HWM
1062
HB Wealth Management
Georgia
$276K +$25.4K +367 +10%
DAS
1063
Diversify Advisory Services
Utah
$274K -$1.79M -25,890 -86%
AL
1064
Aspiriant LLC
California
$273K +$287K +4,145 New
FFW
1065
Fusion Family Wealth
New York
$272K +$8.23K +119 +3%
SW
1066
Schulz Wealth
Texas
$269K +$4.5K +65 +2%
SL
1067
Sentinus LLC
Illinois
$268K
BWM
1068
BCGM Wealth Management
Indiana
$268K -$4.08K -59 -1%
JWA
1069
JFS Wealth Advisors
Pennsylvania
$268K +$12.4K +179 +5%
NAS
1070
NWF Advisory Services
California
$267K -$37.3K -539 -12%
AF
1071
Amara Financial
California
$267K +$968 +14 +0.3%
CAC
1072
Certified Advisory Corp
Florida
$267K -$18.5K -267 -6%
PWP
1073
PrairieView Wealth Partners
Illinois
$265K +$21K +303 +8%
ATC
1074
Argent Trust Co
Tennessee
$264K
KCP
1075
Kera Capital Partners
California
$262K +$276K +3,989 New