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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RA
101
RFG Advisory
Alabama
$14.6M -$716K -14,867 -5%
SFG
102
StrategIQ Financial Group
Indiana
$14.5M -$5.81M -120,605 -27%
PWM
103
Penobscot Wealth Management
Maine
$14.5M +$635K +13,180 +4%
WCFA
104
Walkner Condon Financial Advisors
Wisconsin
$14.1M +$239K +4,962 +2%
CWA
105
Clearview Wealth Advisors
Oregon
$13.9M -$1.47M -30,522 -9%
PA
106
PSI Advisors
Florida
$13.8M +$6.71M +139,180 +80%
RJA
107
Raymond James & Associates
Florida
$13.6M +$2.61M +54,219 +22%
BHB
108
Bank Hapoalim BM
Israel
$13.5M
SPAS
109
Spectrum Planning & Advisory Services
California
$13.3M +$1.18M +24,575 +9%
TWM
110
Tradition Wealth Management
Minnesota
$13.3M +$30.6K +634 +0.2%
RIS
111
Retirement Income Solutions
Michigan
$13.2M -$2.69M -55,733 -16%
T
112
TNF
Montana
$12.9M +$1.22M +25,272 +10%
MFT
113
Moisand Fitzgerald Tamayo
Florida
$12.8M +$4.75M +98,495 +52%
SWM
114
Sugarloaf Wealth Management
Georgia
$12.6M +$13.2M +273,673 +2,611%
UWM
115
USAdvisors Wealth Management
Minnesota
$12.4M +$520K +10,784 +4%
WAS
116
Wealth Advisory Solutions
Indiana
$12.3M +$5.25M +108,887 +64%
Goldman Sachs
117
Goldman Sachs
New York
$12.1M +$916K +19,019 +8%
SRSA
118
S.R. Schill & Associates
Washington
$12M -$333K -6,916 -2%
IWC
119
Integrated Wealth Concepts
Massachusetts
$11.7M +$611K +12,675 +5%
NWM
120
NEIRG Wealth Management
Massachusetts
$11.7M +$685K +14,219 +6%
AFP
121
Ausdal Financial Partners
Iowa
$11.1M +$746K +15,484 +7%
NA
122
NewEdge Advisors
Louisiana
$11.1M +$3.9M +80,839 +48%
WA
123
WBH Advisory
Maryland
$11M -$342K -7,090 -3%
KBFS
124
Kohmann Bosshard Financial Services
Ohio
$10.9M -$1.64M -33,940 -12%
CAN
125
Cetera Advisor Networks
California
$10.8M +$2.27M +47,127 +24%