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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
1376
Moran Wealth Management
Florida
$213K +$211K +2,659 New
WJWM
1377
Williams Jones Wealth Management
New York
$211K +$2.7K +34 +1%
SMA
1378
Sage Mountain Advisors
Georgia
$211K
SF
1379
Symphony Financial
Texas
$211K +$209K +2,623 New
CANC
1380
Culbertson A N & Co
Virginia
$210K -$19.9K -250 -9%
EFS
1381
Essex Financial Services
Connecticut
$210K +$208K +2,619 New
KFA
1382
Kapstone Financial Advisors
Ohio
$209K
MWS
1383
MFA Wealth Services
California
$208K +$636 +8 +0.3%
GT
1384
Glenmede Trust
Pennsylvania
$208K +$206K +2,593 New
BHA
1385
Beech Hill Advisors
New York
$208K +$2.86K +36 +1%
SL
1386
Salomon & Ludwin
Virginia
$207K +$130K +1,636 +177%
SCTC
1387
Sanibel Captiva Trust Company
Florida
$207K +$205K +2,581 New
Members Trust
1388
Members Trust
Florida
$207K
ACI
1389
Alpha Cubed Investments
California
$204K +$203K +2,548 New
MYIA
1390
Mount Yale Investment Advisors
Colorado
$204K +$203K +2,548 New
TC
1391
TownSquare Capital
Utah
$203K -$168K -2,114 -45%
SAM
1392
Strategy Asset Managers
California
$203K +$201K +2,528 New
SFS
1393
Strategic Financial Services
New York
$202K -$8.83K -111 -4%
NA
1394
Note Advisors
New York
$202K +$199K +2,504 New
SWA
1395
Sightline Wealth Advisors
Connecticut
$201K +$199K +2,504 New
PCH
1396
PGIM Custom Harvest
New Jersey
$200K +$199K +2,497 New
BDPWM
1397
Barnes Dennig Private Wealth Management
Ohio
$197K +$90.9K +1,143 +87%
FGAM
1398
Financial Gravity Asset Management
Texas
$195K -$24.7K -310 -11%
Russell Investments Group
1399
Russell Investments Group
United Kingdom
$194K -$18.8K -236 -9%
RDFA
1400
Ritter Daniher Financial Advisory
Ohio
$192K +$51.1K +643 +37%