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
SA
101
Sanctuary Advisors
Indiana
$45.7M +$47M +764,118 New
ODFS
102
O'Donnell Financial Services
California
$45.3M +$7.06M +114,643 +19%
FEG
103
Financial Enhancement Group
Indiana
$44.5M -$611K -9,925 -1%
FFWA
104
Forthright Family Wealth Advisory
Texas
$44.5M -$840K -13,643 -2%
AG
105
Ascent Group
Virginia
$43.9M +$3.96M +64,388 +10%
DLIC
106
Daido Life Insurance Company
Japan
$42.8M
ES
107
Eagle Strategies
New York
$42.6M +$40.4M +656,745 +7,507%
CWM
108
CCG Wealth Management
California
$42.1M -$732K -11,884 -2%
SCA
109
Snowden Capital Advisors
New York
$41.7M +$255K +4,137 +0.6%
VAS
110
Vestmark Advisory Solutions
Massachusetts
$41.6M +$8.03M +130,513 +25%
Thrivent Financial for Lutherans
111
Thrivent Financial for Lutherans
Minnesota
$41.3M +$280K +4,544 +0.7%
GIA
112
Gladstone Institutional Advisory
Florida
$40.8M +$926K +15,042 +2%
PWH
113
Priebe Wealth Holdings
Minnesota
$40.7M -$4.4M -71,480 -10%
PS
114
Principal Securities
Iowa
$40.5M +$6.42M +104,253 +20%
HI
115
Harbour Investments
Wisconsin
$39.6M +$11.9M +192,698 +45%
SFA
116
Sequoia Financial Advisors
Ohio
$39.5M -$271K -4,398 -0.7%
MFG
117
Merit Financial Group
Georgia
$39.4M +$163K +2,654 +0.4%
NSAM
118
North Star Asset Management
Wisconsin
$39.1M +$3.89M +63,237 +12%
AP
119
Americana Partners
Texas
$39M +$20.5M +333,664 +121%
CWM
120
Cahaba Wealth Management
Georgia
$38.2M +$621K +10,087 +2%
PWM
121
Penobscot Wealth Management
Maine
$37.9M +$2.07M +33,632 +6%
MW
122
Maia Wealth
Colorado
$37.8M +$35.3M +572,625 New
RA
123
RFG Advisory
Alabama
$37.6M +$10.5M +170,272 +41%
LEFP
124
Leading Edge Financial Planning
Tennessee
$37.1M +$2.68M +43,543 +8%
NRI
125
NFP Retirement Inc
California
$36.1M -$1.65M -26,793 -5%