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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CCFM
101
Clear Creek Financial Management
Washington
$54.9M +$15.8M +229,101 +38%
GWM
102
Geneos Wealth Management
Colorado
$53.9M +$36M +520,903 +175%
AI
103
Auour Investments
Massachusetts
$53.8M +$2.57M +37,191 +5%
PWH
104
Priebe Wealth Holdings
Minnesota
$53.5M +$6.27M +90,674 +13%
NPI
105
New Perspectives Inc
Mississippi
$53.1M -$4.11M -59,472 -7%
IWP
106
IAG Wealth Partners
Wisconsin
$52.1M +$2.51M +36,238 +5%
OWA
107
One Wealth Advisors
California
$51.9M -$4.73M -68,422 -8%
SFS
108
Security Financial Services
Indiana
$50.5M -$8.75M -126,443 -14%
SCA
109
Snowden Capital Advisors
New York
$49.8M +$179K +2,594 +0.3%
AP
110
Americana Partners
Texas
$49.7M -$3.99M -57,739 -7%
NSAM
111
North Star Asset Management
Wisconsin
$49.6M +$2.25M +32,471 +5%
ES
112
Eagle Strategies
New York
$49.3M +$2.1M +30,356 +4%
DWM
113
Denver Wealth Management
Colorado
$48.9M +$384K +5,556 +0.8%
HWM
114
Horizon Wealth Management
Illinois
$48.8M -$21.5M -311,371 -30%
DAS
115
Dynamic Advisor Solutions
Arizona
$48.8M +$51.3M +742,383 New
HGWM
116
Horst & Graben Wealth Management
Oregon
$48.6M -$4.13M -59,663 -7%
ODFS
117
O'Donnell Financial Services
California
$47M -$414K -5,983 -0.8%
Janus Henderson Group
118
Janus Henderson Group
$46.7M
LEFP
119
Leading Edge Financial Planning
Tennessee
$46.2M +$2.3M +33,238 +5%
PWM
120
Penobscot Wealth Management
Maine
$45.6M +$4.97M +71,860 +12%
BCM
121
Brookstone Capital Management
Illinois
$45.5M -$1.67M -24,122 -3%
ODIJL
122
One Day In July LLC
Vermont
$45.1M +$7.7M +111,282 +19%
HI
123
Harbour Investments
Wisconsin
$44.8M -$5.33M -77,032 -10%
PWG
124
Private Wealth Group
Florida
$44.6M -$3.81M -55,035 -8%
BPWM
125
Badgley Phelps Wealth Managers
Washington
$44.1M -$23.3M -337,160 -33%