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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CSIA
101
Charles Schwab Investment Advisory
California
$1.11M +$1.2M +37,982 New
FFG
102
Frisch Financial Group
New York
$1.07M +$1.15M +36,483 New
NF
103
Nikulski Financial
Iowa
$1.04M -$109K -3,443 -9%
Commonwealth Equity Services
104
Commonwealth Equity Services
Massachusetts
$1M +$337K +10,697 +45%
RIA
105
Regal Investment Advisors
Michigan
$1M +$369K +11,716 +52%
AA
106
Alesco Advisors
New York
$986K +$629K +19,932 +144%
BCI
107
Brinker Capital Investments
Pennsylvania
$974K +$1.05M +33,341 New
CAL
108
Capital Analysts LLC
Pennsylvania
$953K +$1.03M +32,617 New
WCA
109
Westover Capital Advisors
Delaware
$948K +$1.02M +32,465 New
PAG
110
Private Advisor Group
New Jersey
$920K +$278K +8,803 +39%
Susquehanna International Group
111
Susquehanna International Group
Pennsylvania
$876K -$1.38M -43,802 -59%
FC
112
Forte Capital
New York
$843K -$32 -1 -0%
PA
113
Parallel Advisors
California
$838K -$307K -9,742 -25%
AC
114
Alexandria Capital
Virginia
$822K -$6.43K -204 -0.7%
BPWA
115
Beacon Pointe Wealth Advisors
California
$818K +$885K +28,052 New
AUB
116
Atlantic Union Bankshares
Virginia
$816K +$59.4K +1,885 +7%
Northern Trust
117
Northern Trust
Illinois
$799K
FFW
118
Fusion Family Wealth
New York
$793K +$841K +26,670 +5,568%
WP
119
WealthPLAN Partners
Nebraska
$778K +$64.9K +2,058 +9%
AWM
120
Avior Wealth Management
Nebraska
$760K +$138K +4,362 +20%
AWM
121
Affinity Wealth Management
Delaware
$760K +$821K +26,024 New
WFWM
122
Wechter Feldman Wealth Management
New Jersey
$747K -$12.1K -383 -1%
WP
123
WealthSource Partners
California
$746K -$1.41M -44,683 -64%
EGA
124
E&G Advisors
Texas
$728K +$48.8K +1,547 +7%
WCM
125
Weatherstone Capital Management
Colorado
$711K +$658K +20,864 New