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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Janus Henderson Group
101
Janus Henderson Group
$75M
NEWAS
102
N.E.W. Advisory Services
Wisconsin
$72.6M +$819K +10,303 +1%
PCM
103
Penserra Capital Management
California
$72.6M -$22.4M -282,114 -24%
ES
104
Eagle Strategies
New York
$71.5M +$28.9K +363 +0%
SAM
105
Standpoint Asset Management
Arizona
$71.4M -$2.66M -33,400 -4%
ACG
106
Allen Capital Group
Nebraska
$71.3M -$1.54M -19,314 -2%
VPP
107
Vertex Planning Partners
Illinois
$70.8M +$653K +8,215 +0.9%
TLIC
108
Taiyo Life Insurance Company
Japan
$68.6M
IA
109
Integrity Alliance
Iowa
$67.8M +$2.7M +33,928 +4%
PS
110
Principal Securities
Iowa
$66.9M -$7.89M -99,263 -11%
LEFP
111
Leading Edge Financial Planning
Tennessee
$66.7M +$4.45M +55,915 +7%
DAS
112
Dynamic Advisor Solutions
Arizona
$66.7M +$3.39M +42,671 +5%
SFS
113
Solitude Financial Services
Virginia
$66.5M +$2.68M +33,655 +4%
CIAS
114
CFS Investment Advisory Services
New Jersey
$66.1M +$1.61M +20,272 +3%
OBWP
115
O'Brien Wealth Partners
Massachusetts
$65.2M -$455K -5,715 -0.7%
IWP
116
IAG Wealth Partners
Wisconsin
$65.2M -$174K -2,187 -0.3%
KV
117
Kickstand Ventures
New York
$65M -$87.3K -1,098 -0.1%
SAW
118
Signal Advisors Wealth
Michigan
$64.5M +$2.93M +36,803 +5%
SHIM
119
Stone House Investment Management
Pennsylvania
$64M +$63.4M +797,710 New
LWA
120
Lifelong Wealth Advisors
Minnesota
$63.8M +$26.5K +333 +0%
DA
121
Detalus Advisors
Missouri
$63.8M +$3.24M +40,779 +5%
PWM
122
Penobscot Wealth Management
Maine
$62.5M +$1.36M +17,118 +2%
AI
123
Auour Investments
Massachusetts
$62.3M -$3.56M -44,794 -5%
ODFS
124
O'Donnell Financial Services
California
$61.5M +$547K +6,873 +0.9%
WANY
125
Wealthspire Advisors (New York)
New York
$61.5M -$2.2M -27,654 -3%