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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFWC
1201
Strategic Family Wealth Counselors
New Jersey
$420K +$439K +5,485 New
WIM
1202
Westside Investment Management
California
$419K -$6.88K -86 -2%
HWM
1203
HB Wealth Management
Georgia
$416K -$13.2K -165 -3%
VH
1204
Visionary Horizons
Tennessee
$414K -$73.7K -922 -15%
MIM
1205
Macroview Investment Management
Maryland
$414K +$80 +1 +0%
CCA
1206
Conservest Capital Advisors
Pennsylvania
$413K +$33.3K +416 +8%
EWM
1207
Empirical Wealth Management
Washington
$409K +$119K +1,493 +39%
VPWA
1208
Vestia Personal Wealth Advisors
Indiana
$408K -$330K -4,127 -5%
LFA
1209
Laraway Financial Advisors
Minnesota
$408K +$22.9K +286 +6%
Kovitz Investment Group Partners
1210
Kovitz Investment Group Partners
Illinois
$406K +$91.9K +1,149 +28%
MWP
1211
Madison Wealth Partners
Wisconsin
$406K +$424K +5,307 New
ARA
1212
Approach Retirement Advisors
Alabama
$406K
WCM
1213
WealthBridge Capital Management
Ohio
$405K +$423K +5,290 New
CRI
1214
Colonial River Investments
Virginia
$403K -$23.4K -292 -5%
DRS
1215
Deane Retirement Strategies
Louisiana
$400K -$516K -6,445 -55%
HR
1216
Hardy Reed
Mississippi
$396K
PG
1217
Patten Group
Tennessee
$396K -$6.4K -80 -2%
TW
1218
Traveka Wealth
California
$393K
HI
1219
Hoey Investments
Pennsylvania
$392K +$409K +5,119 New
CP
1220
Castleview Partners
Texas
$392K +$156K +1,946 +61%
3AM
1221
3EDGE Asset Management
Florida
$390K +$7.52K +94 +2%
Allspring Global Investments
1222
Allspring Global Investments
North Carolina
$389K +$403K +5,040 New
FCM
1223
Fourpath Capital Management
Oklahoma
$388K -$112K -1,395 -22%
BWM
1224
Buska Wealth Management
Wisconsin
$386K +$1.6K +20 +0.4%
RBC
1225
Romano Brothers & Co
Illinois
$386K