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
RWA
101
Rooted Wealth Advisors
Illinois
$17.8M +$17.9M +396,265 New
Commonwealth Equity Services
102
Commonwealth Equity Services
Massachusetts
$17.5M +$667K +14,759 +4%
AG
103
Ascent Group
Virginia
$17.5M +$2.79M +61,684 +19%
BOSSRA
104
B.O.S.S. Retirement Advisors
Utah
$17.3M +$17.3M +383,853 New
SFA
105
Sequoia Financial Advisors
Ohio
$17.1M +$2.34M +51,701 +16%
AFP
106
Ausdal Financial Partners
Iowa
$17.1M -$79.3K -1,754 -0.5%
SFP
107
Strategic Financial Partners
Oregon
$16.8M -$4.45M -98,533 -21%
WCM
108
Windsor Capital Management
Arizona
$16.4M -$698K -15,434 -4%
SWM
109
Sugarloaf Wealth Management
Georgia
$16M +$2.72M +60,218 +20%
MFA
110
Mayflower Financial Advisors
Massachusetts
$15.9M +$4.86M +107,580 +44%
VCM
111
Vivaldi Capital Management
Illinois
$15.9M -$752K -16,644 -5%
AWS
112
Atria Wealth Solutions
New York
$15.8M -$1.05M -23,136 -6%
RIS
113
Retirement Income Solutions
Michigan
$15.7M +$2.2M +48,713 +16%
MHWM
114
Montz Harcus Wealth Management
Louisiana
$15.4M +$211K +4,677 +1%
HFA
115
Highland Financial Advisors
New Jersey
$15.3M -$103K -2,286 -0.7%
IWC
116
Integrated Wealth Concepts
Massachusetts
$15.2M +$1.22M +27,059 +9%
SFG
117
StrategIQ Financial Group
Indiana
$14.6M -$43.4K -961 -0.3%
MFT
118
Moisand Fitzgerald Tamayo
Florida
$14.4M +$831K +18,382 +6%
SPAS
119
Spectrum Planning & Advisory Services
California
$14.3M -$242K -5,345 -2%
LEFP
120
Leading Edge Financial Planning
Tennessee
$14.3M +$14.4M +318,104 New
US Bancorp
121
US Bancorp
Minnesota
$14.3M +$1.89M +41,890 +15%
T
122
TNF
Montana
$14.2M +$130K +2,878 +1%
RA
123
RFG Advisory
Alabama
$14.2M -$297K -6,576 -2%
SFI
124
SPC Financial Inc
Maryland
$13.8M +$4.15M +91,713 +43%
ATPW
125
Ashton Thomas Private Wealth
Arizona
$13.5M +$13.5M +299,469 New