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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Thrivent Financial for Lutherans
101
Thrivent Financial for Lutherans
Minnesota
$39.4M +$17.4M +297,037 +86%
GIA
102
Gladstone Institutional Advisory
Florida
$38.3M -$1.56M -26,679 -4%
SFA
103
Sequoia Financial Advisors
Ohio
$38.2M -$4.41M -75,256 -11%
AG
104
Ascent Group
Virginia
$38.2M +$1.48M +25,353 +4%
KFGK
105
Keystone Financial Group (Kentucky)
Kentucky
$37.4M -$11.2M -191,858 -24%
MFG
106
Merit Financial Group
Georgia
$36.9M -$317K -5,417 -0.9%
WWG
107
West Wealth Group
California
$36.9M -$47.7M -815,229 -58%
ODFS
108
O'Donnell Financial Services
California
$36.5M +$34.5M +588,549 +13,307%
NRI
109
NFP Retirement Inc
California
$36.4M +$1.05M +17,892 +3%
CWM
110
Cahaba Wealth Management
Georgia
$36.1M -$496K -8,474 -1%
BFG
111
Buttonwood Financial Group
Missouri
$35.8M -$1.9M -32,458 -5%
KP
112
Keel Point
Alabama
$33.9M
NSAM
113
North Star Asset Management
Wisconsin
$33.7M +$14.9M +254,791 +87%
PWM
114
Penobscot Wealth Management
Maine
$33.7M +$9.07M +154,857 +39%
MSWMA
115
Market Street Wealth Management Advisors
Indiana
$33.4M -$3M -51,167 -9%
CWM
116
Cornerstone Wealth Management
Missouri
$33.3M +$88.1K +1,504 +0.3%
CWG
117
Crown Wealth Group
North Carolina
$33.2M -$240K -4,091 -0.8%
NA
118
Nottingham Advisors
New York
$33.1M -$530K -9,044 -2%
Two Sigma Advisers
119
Two Sigma Advisers
New York
$33M +$11.1M +189,000 +54%
LEFP
120
Leading Edge Financial Planning
Tennessee
$33M +$2.88M +49,213 +10%
MGIA
121
Moneta Group Investment Advisors
Missouri
$32.5M -$1.63M -27,889 -5%
PS
122
Principal Securities
Iowa
$32.5M +$4.06M +69,348 +15%
VPP
123
Vertex Planning Partners
Illinois
$32.4M -$3.79M -64,672 -11%
VAS
124
Vestmark Advisory Solutions
Massachusetts
$31.9M +$1.2M +20,517 +4%
LNC
125
Lincoln National Corp
Pennsylvania
$31.1M +$5.73M +97,909 +24%