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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ACG
101
Allen Capital Group
Nebraska
$711K +$176K +5,262 +34%
WP
102
WealthPLAN Partners
Nebraska
$672K +$175K +5,238 +32%
RMAM
103
Raab & Moskowitz Asset Management
New Jersey
$672K +$224K +6,714 +52%
Manulife (Manufacturers Life Insurance)
104
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$640K +$35.7K +1,067 +6%
IAS
105
INR Advisory Services
Pennsylvania
$594K +$275K +8,217 +89%
BTS
106
BB&T Securities
Virginia
$584K
IA
107
IFP Advisors
Florida
$575K +$191K +5,710 +51%
IFWM
108
Institute for Wealth Management
Colorado
$561K +$17.9K +534 +3%
CWM
109
Cornerstone Wealth Management
Missouri
$553K -$265K -7,918 -11%
BAM
110
Belpointe Asset Management
Nevada
$544K +$534K +15,981 New
Millennium Management
111
Millennium Management
New York
$541K +$531K +15,872 New
Koshinski Asset Management
112
Koshinski Asset Management
Illinois
$512K +$503K +15,036 New
AA
113
Alesco Advisors
New York
$470K +$38.4K +1,148 +9%
CPA
114
Clear Perspective Advisors
Illinois
$441K +$421K +12,582 +3,485%
LFAS
115
Level Four Advisory Services
Texas
$417K +$11.1K +333 +3%
FSA
116
Financial Sense Advisors
California
$409K +$401K +11,994 New
TF
117
TLWM Financial
Texas
$383K +$27.8K +831 +8%
Fidelity Investments
118
Fidelity Investments
Massachusetts
$371K -$68.8K -2,057 -16%
FA
119
FDx Advisors
Illinois
$357K -$377K -11,290 -52%
LM
120
Legg Mason
Maryland
$339K -$61.7K -1,845 -16%
UAS
121
United Asset Strategies
New York
$334K +$17.2K +513 +6%
WSTAM
122
Wilbanks Smith & Thomas Asset Management
Virginia
$330K
SWP
123
Stratos Wealth Partners
Ohio
$314K -$13.5K -405 -4%
DSN
124
D. Scott Neal
Kentucky
$303K +$297K +8,896 New
CMBA
125
C.M. Bidwell & Associates
Hawaii
$291K