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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWA
101
Clearview Wealth Advisors
Oregon
$14M +$936K +20,048 +6%
SFA
102
Sequoia Financial Advisors
Ohio
$13.8M -$1.08M -23,083 -7%
SFG
103
StrategIQ Financial Group
Indiana
$13.7M -$119K -2,548 -0.8%
SPAS
104
Spectrum Planning & Advisory Services
California
$13.6M +$1.07M +22,936 +8%
RA
105
RFG Advisory
Alabama
$13.4M -$44.3K -948 -0.3%
WAOI
106
Wealth Advisors of Iowa
Iowa
$13.2M -$56.8M -1,215,316 -79%
CF
107
Copperwynd Financial
Arizona
$13.1M +$14.6M +312,321 New
IWC
108
Integrated Wealth Concepts
Massachusetts
$13M +$2.15M +45,992 +17%
TWM
109
Tradition Wealth Management
Minnesota
$12.9M +$355K +7,612 +3%
RIS
110
Retirement Income Solutions
Michigan
$12.8M +$209K +4,486 +2%
WCFA
111
Walkner Condon Financial Advisors
Wisconsin
$12.7M -$739K -15,832 -5%
MFT
112
Moisand Fitzgerald Tamayo
Florida
$12.6M +$605K +12,954 +4%
JWM
113
Jackson Wealth Management
Florida
$12.5M +$7.79M +166,811 +128%
SWM
114
Sugarloaf Wealth Management
Georgia
$12.5M +$575K +12,324 +4%
BCMIO
115
Beacon Capital Management Inc (Ohio)
Ohio
$12.5M +$13.8M +296,570 New
T
116
TNF
Montana
$12.3M +$637K +13,649 +5%
FZCM
117
Flynn Zito Capital Management
New York
$12M +$13.4M +286,028 New
Thrivent Financial for Lutherans
118
Thrivent Financial for Lutherans
Minnesota
$11.9M -$6.38M -136,623 -33%
CCFM
119
Clear Creek Financial Management
Washington
$11.8M -$6.09M -130,368 -32%
FTUS
120
Flow Traders U.S.
New York
$11.8M +$13.1M +280,839 New
UWM
121
USAdvisors Wealth Management
Minnesota
$11.7M -$52.7K -1,129 -0.4%
US Bancorp
122
US Bancorp
Minnesota
$11.6M +$1.74M +37,253 +16%
GIA
123
Gladstone Institutional Advisory
Florida
$11.4M +$12M +256,133 +1,605%
NWM
124
NEIRG Wealth Management
Massachusetts
$11.4M +$334K +7,159 +3%
SRSA
125
S.R. Schill & Associates
Washington
$11.4M -$33.1K -708 -0.3%