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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GRWP
1226
Green Ridge Wealth Planning
New Jersey
$349K +$346K +4,355 New
CAC
1227
Certified Advisory Corp
Florida
$349K +$954 +12 +0.3%
IC
1228
Inscription Capital
Texas
$347K +$5.25K +66 +2%
EPAM
1229
Euro Pacific Asset Management
Puerto Rico
$347K +$81.7K +1,027 +31%
EW
1230
Element Wealth
Mississippi
$345K +$1.11K +14 +0.3%
CWA
1231
Crux Wealth Advisors
California
$345K +$342K +4,298 New
MG
1232
Mather Group
Illinois
$345K -$19.7K -248 -5%
MCA
1233
Magnolia Capital Advisors
Mississippi
$344K +$12.5K +157 +4%
DI
1234
DAGCO Inc
Ohio
$343K -$16.2K -204 -5%
STAS
1235
Strong Tower Advisory Services
Minnesota
$343K -$3.4M -42,800 -91%
PTP
1236
Platform Technology Partners
New York
$340K +$31K +390 +10%
GC
1237
Guidance Capital
Kentucky
$338K +$5.09K +64 +2%
BWM
1238
BCGM Wealth Management
Indiana
$336K +$4.45K +56 +1%
WFS
1239
Widmann Financial Services
Maryland
$336K +$17.1K +215 +5%
Kovitz Investment Group Partners
1240
Kovitz Investment Group Partners
Illinois
$334K -$22.3M -280,213 -99%
SAG
1241
SageView Advisory Group
California
$332K -$243K -3,056 -42%
TFO
1242
Tarbox Family Office
California
$332K +$329K +4,142 New
AF
1243
Amara Financial
California
$331K +$557 +7 +0.2%
S
1244
SignatureFD
Georgia
$331K -$67.9K -854 -17%
SEP
1245
Signature Equity Partners
Ohio
$331K +$328K +4,124 New
SW
1246
Schulz Wealth
Texas
$330K +$1.83K +23 +0.6%
SWM
1247
Selby Wealth Management
California
$328K +$325K +4,092 New
CAM
1248
Concorde Asset Management
Michigan
$325K -$5.57K -70 -2%
AA
1249
Apriem Advisors
California
$324K -$47.2K -593 -13%
OCG
1250
Opus Capital Group
Ohio
$324K -$18.1K -228 -5%