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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FG
1076
Foster Group
Iowa
$364K
SPI
1077
Santori & Peters Inc
Pennsylvania
$362K
BWP
1078
Bernardo Wealth Planning
Pennsylvania
$360K +$538 +8 +0.2%
IWA
1079
Inspirion Wealth Advisors
Illinois
$359K +$134 +2 +0%
WFC
1080
Western Financial Corp
California
$355K -$374K -5,556 -53%
HWM
1081
HB Wealth Management
Georgia
$355K +$46.3K +688 +16%
HWA
1082
Heartwood Wealth Advisors
Virginia
$354K
HSWS
1083
Higgins & Schmidt Wealth Strategies
Colorado
$353K -$8.41M -125,031 -96%
Lido Advisors
1084
Lido Advisors
California
$351K +$3.09K +46 +1%
LPAM
1085
Lodestar Private Asset Management
California
$351K +$324K +4,822 New
MG
1086
Mather Group
Illinois
$350K -$14.3K -212 -4%
ESB
1087
Essex Savings Bank
Connecticut
$350K
MAM
1088
Milestone Asset Management
Pennsylvania
$349K +$1.48K +22 +0.5%
SGK
1089
Steigerwald Gordon & Koch
Virginia
$349K
IDA
1090
Intelligence Driven Advisers
California
$349K +$323K +4,800 New
AAP
1091
Arax Advisory Partners
Colorado
$349K +$208K +3,088 +180%
GFA
1092
Gallagher Fiduciary Advisors
Illinois
$345K +$319K +4,742 New
PCS
1093
Private Client Services
Kentucky
$344K +$57K +848 +22%
PSFG
1094
Park Square Financial Group
Georgia
$342K +$5.51K +82 +2%
WWM
1095
Woodside Wealth Management
Massachusetts
$340K +$26.2K +390 +9%
IAIM
1096
International Assets Investment Management
Florida
$339K +$10K +149 +3%
PPC
1097
Pennington Partners & Co
Maryland
$339K -$49.4K -735 -14%
AA
1098
Apriem Advisors
California
$338K -$11K -164 -3%
FFG
1099
Frisch Financial Group
New York
$338K -$39.7K -590 -11%
CA
1100
Claro Advisors
Massachusetts
$335K +$85.4K +1,270 +38%