We are live on ! Find out more
SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FCA
101
FLC Capital Advisors
California
$16.2M +$11M +204,079 +235%
SRSA
102
S.R. Schill & Associates
Washington
$16M -$1.18M -21,767 -7%
PAS
103
Park Avenue Securities
New York
$15.3M +$3.03M +56,115 +26%
CWM
104
Cahaba Wealth Management
Georgia
$15.3M -$232K -4,296 -2%
BOC
105
Bull Oak Capital
California
$14.9M +$14.4M +266,837 New
CWM
106
Congress Wealth Management
Massachusetts
$14.8M +$14.3M +265,230 New
FF
107
Financial Futures
New Jersey
$14.8M +$14.3M +264,196 New
CWG
108
Crown Wealth Group
North Carolina
$14.7M +$14.2M +262,546 New
Goldman Sachs
109
Goldman Sachs
New York
$14.6M +$977K +18,102 +7%
SWP
110
Stratos Wealth Partners
Ohio
$14.1M -$2.81K -52 -0%
PWM
111
Penobscot Wealth Management
Maine
$14M +$976K +18,068 +8%
KBFS
112
Kohmann Bosshard Financial Services
Ohio
$13.8M +$16.4K +304 +0.1%
WA
113
WBH Advisory
Maryland
$13.4M +$578K +10,706 +5%
AAS
114
Annex Advisory Services
Wisconsin
$13.3M -$965K -17,875 -7%
WEPOG
115
Wealth Enhancement & Preservation of GA
Georgia
$12.9M -$1.08M -19,960 -8%
NWM
116
NEIRG Wealth Management
Massachusetts
$12.8M +$12.3M +228,602 New
CWA
117
Centennial Wealth Advisory
Michigan
$12.7M +$3.48M +64,479 +39%
AG
118
Ascent Group
Virginia
$12.7M +$13.3M +245,907 New
BWFA
119
Baltimore-Washington Financial Advisors
Maryland
$12.5M -$23.9K -442 -0.2%
AWA
120
Arete Wealth Advisors
Illinois
$12.4M +$483K +8,940 +4%
RC
121
RBF Capital
California
$12M
CWA
122
Clearview Wealth Advisors
Oregon
$11.9M +$1.8M +33,357 +18%
AF
123
Advisornet Financial
Minnesota
$11.9M +$594K +11,006 +5%
FAIM
124
Financial Advocates Investment Management
Washington
$11.7M +$608K +11,264 +6%
AFP
125
Ausdal Financial Partners
Iowa
$11.6M +$584K +10,816 +5%