We are live on ! Find out more
SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PL
1126
Protective Life
Alabama
$585K +$612K +7,646 New
UFA
1127
Unify Financial Advisors
Florida
$585K +$217K +2,712 +55%
CFP
1128
Cypress Financial Planning
New Jersey
$579K +$32.3K +404 +6%
LWP
1129
Laurel Wealth Planning
Minnesota
$579K -$33K -412 -5%
OFG
1130
Opulen Financial Group
Virginia
$577K +$1.52K +19 +0.3%
WWM
1131
Waterway Wealth Management
Texas
$572K +$95K +1,188 +19%
JFG
1132
Jefferies Financial Group
New York
$570K +$16.1K +201 +3%
LC
1133
Lavaca Capital
Texas
$565K +$6.96K +87 +1%
PPWM
1134
PFG Private Wealth Management
Florida
$565K -$13.5K -169 -2%
MWM
1135
Manske Wealth Management
Texas
$562K
CA
1136
Claro Advisors
Massachusetts
$562K +$219K +2,739 +60%
Legacy Financial Group (Iowa)
1137
Legacy Financial Group (Iowa)
Iowa
$562K +$15.9K +199 +3%
KA
1138
Kovack Advisors
Florida
$561K -$154K -1,922 -21%
AI
1139
Accredited Investors
Minnesota
$560K -$10K -125 -2%
ADL
1140
Asset Dedication LLC
California
$553K -$103K -1,292 -15%
PFA
1141
Presper Financial Architects
Ohio
$547K -$47.8K -598 -8%
NF
1142
Nikulski Financial
Iowa
$544K -$66.2K -828 -10%
BDPWM
1143
Barnes Dennig Private Wealth Management
Ohio
$542K +$370K +4,627 +189%
TF
1144
Threadgill Financial
Texas
$542K +$1.28K +16 +0.2%
Fisher Asset Management
1145
Fisher Asset Management
Washington
$540K +$110K +1,370 +24%
FMWA
1146
Forvis Mazars Wealth Advisors
Missouri
$539K -$248K -3,102 -31%
M&T Bank
1147
M&T Bank
New York
$538K +$33K +413 +6%
PWM
1148
Provident Wealth Management
Tennessee
$538K +$20.5K +256 +4%
CFMC
1149
Curbstone Financial Management Corp
New Hampshire
$536K
PFA
1150
Portland Financial Advisors
New York
$534K