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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LWA
126
Lifelong Wealth Advisors
Minnesota
$82.6M +$11.9M +139,890 +17%
OWA
127
One Wealth Advisors
California
$81.4M +$20.7M +243,137 +36%
SFS
128
Solitude Financial Services
Virginia
$80.7M +$733K +8,596 +0.9%
EH
129
Equitable Holdings
New York
$79.6M +$22M +257,360 +40%
ACG
130
Allen Capital Group
Nebraska
$79.4M +$1.63M +19,118 +2%
SA
131
Sanctuary Advisors
Indiana
$78.5M +$19.1M +223,688 +33%
SAM
132
Standpoint Asset Management
Arizona
$77.8M +$2.54M +29,800 +3%
NEWAS
133
N.E.W. Advisory Services
Wisconsin
$77.1M -$5.76M -67,559 -7%
JT
134
Jupiter Topco
New York
$76.6M +$74.3M +871,296 New
HGWM
135
Horst & Graben Wealth Management
Oregon
$76.3M +$28.5M +333,982 +62%
TLIC
136
Taiyo Life Insurance Company
Japan
$75.2M
DAS
137
Dynamic Advisor Solutions
Arizona
$75.1M +$174K +2,041 +0.2%
WC
138
Waterloo Capital
Texas
$74.8M +$57.1M +669,820 +368%
CPA
139
Capital Performance Advisors
California
$74M +$3.33M +39,072 +5%
PS
140
Principal Securities
Iowa
$73.7M -$2.37M -27,725 -3%
IWP
141
IAG Wealth Partners
Wisconsin
$73.7M -$658K -7,712 -0.9%
HAG
142
HighPoint Advisor Group
Illinois
$73.5M +$15.6M +182,994 +28%
DWM
143
Denver Wealth Management
Colorado
$73M +$4.92M +57,672 +7%
BlackRock
144
BlackRock
New York
$72.9M +$12M +140,307 +20%
VT
145
Vise Technologies
New York
$71.2M +$60.6M +710,026 +706%
KFGK
146
Keystone Financial Group (Kentucky)
Kentucky
$70.2M +$7.23M +84,738 +12%
PA
147
Procyon Advisors
Connecticut
$69.7M +$2.9M +33,956 +4%
PWG
148
Private Wealth Group
Florida
$69.4M +$2.35M +27,538 +4%
AI
149
Auour Investments
Massachusetts
$69M -$796K -9,325 -1%
HI
150
Harbour Investments
Wisconsin
$69M +$3.72M +43,654 +6%