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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FPWM
101
FSB Premier Wealth Management
Iowa
$8.98M -$2.29M -50,517 -21%
ODCM
102
Old Dominion Capital Management
Virginia
$8.75M -$507K -11,177 -6%
NEIRG
103
New England Investment & Retirement Group
Massachusetts
$8.65M +$303K +6,691 +4%
AWA
104
Arete Wealth Advisors
Illinois
$8.62M -$27.3K -603 -0.3%
AWMG
105
Alliance Wealth Management Group
New Jersey
$8.4M -$171K -3,773 -2%
TA
106
Tectonic Advisors
Texas
$8.26M +$4.24M +93,564 +112%
CWA
107
Clearview Wealth Advisors
Oregon
$8.19M -$1.17M -25,761 -13%
BWG
108
Beta Wealth Group
California
$8.04M +$79.7K +1,757 +1%
PWP
109
Personal Wealth Partners
Minnesota
$8.01M +$7.8M +171,943 New
PFM
110
Parsec Financial Management
North Carolina
$7.79M -$6.49K -143 -0.1%
KBFS
111
Kohmann Bosshard Financial Services
Ohio
$7.75M -$93.6K -2,065 -1%
SW
112
SkyOak Wealth
Michigan
$7.73M -$312K -6,886 -4%
KTC
113
Kistler-Tiffany Companies
Pennsylvania
$7.71M +$238K +5,256 +3%
OWA
114
One Wealth Advisors
California
$7.42M +$5.33M +117,474 +281%
SSWM
115
Sheets Smith Wealth Management
North Carolina
$7.32M +$463K +10,218 +7%
SWA
116
Stratos Wealth Advisors
Ohio
$7.14M +$656K +14,472 +10%
Mercer Global Advisors
117
Mercer Global Advisors
Colorado
$7.03M +$5.13M +113,047 +299%
V
118
Veritable
Delaware
$6.95M
CWA
119
Centennial Wealth Advisory
Michigan
$6.84M +$414K +9,135 +7%
GM
120
GeoWealth Management
Illinois
$6.8M -$340K -7,501 -5%
HighTower Advisors
121
HighTower Advisors
Illinois
$6.75M +$367K +8,087 +6%
TRCT
122
Tower Research Capital (TRC)
New York
$6.64M +$5.08M +112,054 +367%
PA
123
PSI Advisors
Florida
$6.55M +$4.95M +109,175 +347%
ACP
124
Aveo Capital Partners
Colorado
$6.51M +$6.33M +139,651 New
HI
125
Harbour Investments
Wisconsin
$6.29M +$6.12M +134,999 New