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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CLIP
1401
Colter Lewis Investment Partners
Connecticut
$296K
FCM
1402
Fourpath Capital Management
Oklahoma
$296K -$146K -1,709 -34%
PNAA
1403
Pictet North America Advisors
Switzerland
$295K
KFS
1404
Kurt F. Somerville
$294K
EL
1405
EWA LLC
Pennsylvania
$294K +$47.9K +562 +20%
NHFG
1406
New Harbor Financial Group
Massachusetts
$294K +$26.8K +314 +10%
WB
1407
WesBanco Bank
West Virginia
$291K +$283K +3,314 New
WWA
1408
Wealth Watch Advisors
Colorado
$289K -$223K -2,608 -44%
TIAM2
1409
Tru Independence Asset Management 2
Oregon
$289K
GT
1410
Glenview Trust
Kentucky
$287K +$1.88K +22 +0.7%
TF
1411
Tompkins Financial
New York
$287K +$278K +3,261 New
SRB
1412
Shotwell Rutter Baer
Michigan
$286K +$10.2K +119 +4%
Citadel Advisors
1413
Citadel Advisors
Florida
$285K +$277K +3,248 New
AWM
1414
Accel Wealth Management
Iowa
$284K +$275K +3,227 New
OCPWS
1415
One Charles Private Wealth Services
Massachusetts
$282K +$274K +3,214 New
BHPW
1416
Box Hill Private Wealth
Arizona
$282K +$768 +9 +0.3%
FFW
1417
Fusion Family Wealth
New York
$280K -$2.13K -25 -0.8%
TIA
1418
Traphagen Investment Advisors
New Jersey
$280K +$272K +3,186 New
GIA
1419
Guyasuta Investment Advisors
Pennsylvania
$279K -$9.13K -107 -3%
FC
1420
Financial Consulate
Maryland
$278K -$3.07K -36 -1%
ZF
1421
Zhang Financial
Michigan
$278K -$70.2K -823 -21%
PCM
1422
Presidio Capital Management
California
$276K -$8.45K -99 -3%
CL
1423
Choreo LLC
Illinois
$274K -$14.3K -168 -5%
SF
1424
Symphony Financial
Texas
$274K +$267K +3,128 New
BWM
1425
Brown Wealth Management
Illinois
$272K +$13.2K +155 +5%