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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AIA
101
Allegis Investment Advisors
Idaho
$216K +$223K +6,971 New
WP
102
WealthSource Partners
California
$215K +$222K +6,952 New
AIM
103
Arcadia Investment Management
Michigan
$213K
SMC
104
Smith, Moore & Co
Missouri
$212K
WFWM
105
Wechter Feldman Wealth Management
New Jersey
$211K +$218K +6,824 New
AUB
106
Atlantic Union Bankshares
Virginia
$206K +$213K +6,647 New
IAS
107
INR Advisory Services
Pennsylvania
$192K +$199K +6,211 New
AWM
108
Avior Wealth Management
Nebraska
$191K +$198K +6,187 New
APA
109
American Portfolios Advisors
New York
$182K +$20.9K +654 +13%
RCAG
110
Rehmann Capital Advisory Group
Michigan
$139K +$144K +4,492 New
GWM
111
Geneos Wealth Management
Colorado
$102K +$106K +3,303 New
BRC
112
Bell Rock Capital
Delaware
$99K +$73.6K +2,302 +243%
SPIA
113
Steward Partners Investment Advisory
New York
$97K
NWM
114
Northwest Wealth Management
Iowa
$71K +$73.3K +2,291 New
OIA
115
OneDigital Investment Advisors
Kansas
$69K +$40.7K +1,272 +134%
LFG
116
LifePlan Financial Group
Ohio
$61K +$62.9K +1,965 New
ADL
117
Asset Dedication LLC
California
$31K -$36.5K -1,140 -53%
CAPTRUST Financial Advisors
118
CAPTRUST Financial Advisors
North Carolina
$23K
SEI Investments
119
SEI Investments
Pennsylvania
$21K +$21.3K +667 New
OFW
120
Omnia Family Wealth
Florida
$19K
CCA
121
Clearwater Capital Advisors
Illinois
$17K +$17.9K +561 New
WP
122
WealthShield Partners
North Carolina
$16K +$16.5K +515 New
SWM
123
SeaCrest Wealth Management
New York
$12K
Fifth Third Bancorp
124
Fifth Third Bancorp
Ohio
$12K +$11.9K +373 New
BlackRock
125
BlackRock
New York
$11K