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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFS
1051
Summit Financial Strategies
Ohio
$734K -$24K -302 -3%
SIA
1052
Strategic Investment Advisors
Michigan
$730K -$8.13M -102,208 -92%
MCCP
1053
Mission Creek Capital Partners
California
$721K -$1.59K -20 -0.2%
MAS
1054
Meeder Advisory Services
Ohio
$720K +$77.9K +979 +12%
SG
1055
StoneX Group
New York
$719K +$154K +1,935 +28%
CWM
1056
Cranbrook Wealth Management
Michigan
$715K -$46.4K -583 -6%
DWM
1057
Defined Wealth Management
Oregon
$715K +$78.3K +985 +12%
KIM
1058
Kestra Investment Management
Texas
$712K +$173K +2,179 +33%
BEC
1059
Blue Edge Capital
Virginia
$706K +$472K +5,933 +207%
CPA
1060
Capital Planning Advisors
California
$705K -$15.5K -195 -2%
GHI
1061
Gross & Hartman Investments
Pennsylvania
$701K +$695K +8,737 New
CAM
1062
Clarity Asset Management
Iowa
$687K +$95.4K +1,199 +16%
ADL
1063
Asset Dedication LLC
California
$683K +$82.9K +1,042 +14%
AL
1064
Aspiriant LLC
California
$676K +$217K +2,727 +48%
BWG
1065
Beta Wealth Group
California
$659K -$1.27K -16 -0.2%
PWS
1066
Precision Wealth Strategies
Missouri
$650K +$15.2K +191 +2%
ACM
1067
Altrius Capital Management
North Carolina
$649K +$29.1K +366 +5%
KeyBank National Association
1068
KeyBank National Association
Ohio
$646K
GSIS
1069
Global Strategic Investment Solutions
Arizona
$642K
PMFA
1070
Plante Moran Financial Advisors
Michigan
$642K +$7.4K +93 +1%
AIM
1071
Acropolis Investment Management
Missouri
$640K +$239 +3 +0%
LWP
1072
Laurel Wealth Planning
Minnesota
$640K -$455K -5,718 -42%
NF
1073
Nikulski Financial
Iowa
$636K -$496K -6,241 -44%
M1FG
1074
Mach-1 Financial Group
Arkansas
$630K -$8.89M -111,754 -93%
AWC
1075
Abundance Wealth Counselors
Pennsylvania
$622K