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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GIA
101
Gladstone Institutional Advisory
Florida
$36.3M -$2.35M -44,793 -6%
SCA
102
Snowden Capital Advisors
New York
$35.5M +$464K +8,862 +1%
AG
103
Ascent Group
Virginia
$35.1M +$2.3M +43,870 +8%
MFG
104
Merit Financial Group
Georgia
$34.6M -$863K -16,471 -3%
BFG
105
Buttonwood Financial Group
Missouri
$34.3M +$209K +3,998 +0.7%
CWM
106
Cahaba Wealth Management
Georgia
$33.2M -$251K -4,795 -0.8%
MSWMA
107
Market Street Wealth Management Advisors
Indiana
$33.2M +$25.4M +484,474 +445%
VPP
108
Vertex Planning Partners
Illinois
$33M +$9.68M +184,715 +45%
EWM
109
Executive Wealth Management
Michigan
$32.4M +$852K +16,261 +3%
NRI
110
NFP Retirement Inc
California
$32M +$2.76M +52,776 +10%
MGIA
111
Moneta Group Investment Advisors
Missouri
$31.1M -$1.2M -22,830 -4%
KP
112
Keel Point
Alabama
$30.8M -$28.4K -543 -0.1%
TWM
113
TSA Wealth Management
Texas
$30.4M +$28.5M +544,339 New
CWG
114
Crown Wealth Group
North Carolina
$30.4M +$1.83M +35,025 +7%
CWM
115
Cornerstone Wealth Management
Missouri
$30.2M +$1M +19,117 +4%
AA
116
Advisory Alpha
Michigan
$29.9M -$2.54M -48,543 -8%
Janney Montgomery Scott
117
Janney Montgomery Scott
Pennsylvania
$29.2M -$8.3M -158,488 -23%
PA
118
PSI Advisors
Florida
$28.3M +$2.25M +42,976 +9%
VAS
119
Vestmark Advisory Solutions
Massachusetts
$27.9M +$10.7M +204,592 +70%
LAS
120
Lloyd Advisory Services
Georgia
$27.7M +$26M +496,212 New
Cetera Investment Advisers
121
Cetera Investment Advisers
Illinois
$27.6M +$4.28M +81,607 +20%
LEFP
122
Leading Edge Financial Planning
Tennessee
$27.2M +$489K +9,328 +2%
ES
123
Eagle Strategies
New York
$26M +$24.4M +465,314 New
C1AG
124
Client 1st Advisory Group
Florida
$25.8M -$4.86M -92,848 -17%
PS
125
Principal Securities
Iowa
$25.6M +$24M +458,846 New