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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FFN
101
Focus Financial Network
Minnesota
$25.8M +$3.45M +66,014 +15%
CWG
102
Crown Wealth Group
North Carolina
$25.5M +$2.66M +50,947 +11%
AIM
103
Astor Investment Management
Illinois
$24.6M -$2.23M -42,647 -8%
LEFP
104
Leading Edge Financial Planning
Tennessee
$24M +$289K +5,519 +1%
PA
105
PSI Advisors
Florida
$23.3M +$2.35M +44,938 +11%
AAG
106
Armstrong Advisory Group
Massachusetts
$22.9M +$13.5M +258,542 +131%
SFP
107
Strategic Financial Partners
Oregon
$22.9M +$1.37M +26,240 +6%
SB
108
Strategic Blueprint
Georgia
$21.4M +$805K +15,393 +4%
Cetera Investment Advisers
109
Cetera Investment Advisers
Illinois
$20.7M -$1.09M -20,757 -5%
DWM
110
Denver Wealth Management
Colorado
$20.7M +$7.8M +149,048 +57%
IA
111
IFP Advisors
Florida
$20.4M +$1.65M +31,638 +8%
VPP
112
Vertex Planning Partners
Illinois
$20.4M +$3.15M +60,130 +17%
US Bancorp
113
US Bancorp
Minnesota
$20M +$3.29M +62,849 +19%
PWM
114
Penobscot Wealth Management
Maine
$19.9M -$95.6K -1,828 -0.5%
CCFM
115
Clear Creek Financial Management
Washington
$19.9M -$6.02M -115,092 -23%
RIS
116
Retirement Income Solutions
Michigan
$19.3M -$115K -2,201 -0.6%
MHWM
117
Montz Harcus Wealth Management
Louisiana
$18.8M +$611K +11,678 +3%
Thrivent Financial for Lutherans
118
Thrivent Financial for Lutherans
Minnesota
$18.8M +$4.32M +82,665 +28%
NA
119
Nottingham Advisors
New York
$18.8M -$359K -6,858 -1%
AWS
120
Atria Wealth Solutions
New York
$18.5M +$892K +17,053 +5%
HI
121
Harbour Investments
Wisconsin
$18.1M +$1.8M +34,394 +11%
ATPW
122
Ashton Thomas Private Wealth
Arizona
$18M +$614K +11,734 +3%
GAG
123
Goodman Advisory Group
Massachusetts
$18M -$3.65M -69,804 -16%
SWM
124
Sugarloaf Wealth Management
Georgia
$17.9M -$875K -16,731 -4%
TWM
125
Tradition Wealth Management
Minnesota
$17.7M +$3.1M +59,334 +20%