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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BFA
101
Brown Financial Advisory
Alabama
$82.7M +$1.91M +23,817 +2%
SGWM
102
Sterling Group Wealth Management
California
$82.6M +$3.96M +49,533 +5%
ODIJL
103
One Day In July LLC
Vermont
$81.1M +$7.24M +90,502 +9%
AWE
104
Avidian Wealth Enterprises
Texas
$80.4M +$1.33M +16,641 +2%
OFS
105
OneAscent Financial Services
Alabama
$77.4M +$80.8M +1,010,637 New
IA
106
Integrity Alliance
Iowa
$77.2M +$13.1M +163,344 +19%
SAW
107
Signal Advisors Wealth
Michigan
$76.8M +$16M +199,603 +25%
SFS
108
Solitude Financial Services
Virginia
$75M +$6.46M +80,742 +10%
TA
109
Tectonic Advisors
Texas
$74.7M +$1.95M +24,372 +3%
IF
110
Intrua Financial
Texas
$74.2M -$1.1M -13,743 -1%
VPP
111
Vertex Planning Partners
Illinois
$72.7M +$5.38M +67,291 +8%
NEWAS
112
N.E.W. Advisory Services
Wisconsin
$72.3M +$3.15M +39,366 +4%
ES
113
Eagle Strategies
New York
$71.7M +$3.59M +44,902 +5%
LEFP
114
Leading Edge Financial Planning
Tennessee
$70M +$6.64M +83,034 +10%
Mercer Global Advisors
115
Mercer Global Advisors
Colorado
$68.2M -$22.3M -279,392 -24%
ACG
116
Allen Capital Group
Nebraska
$67.7M -$333K -4,159 -0.5%
DA
117
Detalus Advisors
Missouri
$67.1M +$6.49M +81,168 +10%
Janus Henderson Group
118
Janus Henderson Group
$66.8M -$5.02M -62,735 -7%
PS
119
Principal Securities
Iowa
$66.3M +$2.62M +32,742 +4%
TLIC
120
Taiyo Life Insurance Company
Japan
$65.5M
SAM
121
Standpoint Asset Management
Arizona
$65.4M -$2.75M -34,400 -4%
DAS
122
Dynamic Advisor Solutions
Arizona
$65.2M +$1.68M +20,953 +3%
Bank of New York Mellon
123
Bank of New York Mellon
New York
$64.8M +$17.4M +217,804 +35%
IWP
124
IAG Wealth Partners
Wisconsin
$64.8M +$2.71M +33,910 +4%
KV
125
Kickstand Ventures
New York
$63.4M +$1.41M +17,672 +2%