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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BRC
126
Bell Rock Capital
Delaware
$267K +$49.4K +1,478 +23%
FIA
127
Foundations Investment Advisors
Arizona
$262K -$7.06M -211,239 -96%
ATFA
128
All Terrain Financial Advisors
Minnesota
$260K +$2.44K +73 +1%
FHC
129
First Heartland Consultants
Missouri
$259K -$87.3K -2,610 -26%
DWM
130
Doyle Wealth Management
Florida
$257K +$26.5K +794 +12%
WP
131
WealthShield Partners
North Carolina
$257K +$36.5K +1,093 +17%
AIM
132
Arcadia Investment Management
Michigan
$235K
SMC
133
Smith, Moore & Co
Missouri
$222K -$5.08K -152 -2%
BA
134
BKS Advisors
Michigan
$222K +$218K +6,518 New
Envestnet Asset Management
135
Envestnet Asset Management
Illinois
$218K +$214K +6,394 New
SGK
136
Steigerwald Gordon & Koch
Virginia
$218K +$214K +6,404 New
DWM
137
Darwin Wealth Management
Florida
$213K +$217K +6,490 New
CA
138
Cetera Advisors
Colorado
$211K -$45.1K -1,350 -18%
AI
139
Atria Investments
North Carolina
$206K +$203K +6,058 New
APA
140
American Portfolios Advisors
New York
$200K
GWM
141
Geneos Wealth Management
Colorado
$161K +$34.6K +1,035 +28%
RCAG
142
Rehmann Capital Advisory Group
Michigan
$153K
JWA
143
JFS Wealth Advisors
Pennsylvania
$134K +$111K +3,334 +556%
WAP
144
Wealthcare Advisory Partners
Pennsylvania
$129K +$99.6K +2,980 +372%
CI
145
CX Institutional
Indiana
$129K +$127K +3,788 New
PFGIA
146
Patriot Financial Group Insurance Agency
Massachusetts
$129K +$127K +3,790 New
SCM
147
Southport Capital Management
Tennessee
$118K +$116K +3,469 New
NWM
148
Northwest Wealth Management
Iowa
$113K +$52.4K +1,568 +90%
SPIA
149
Steward Partners Investment Advisory
New York
$108K
CWSR
150
Chessman Wealth Strategies RIA
Texas
$104K -$7.9M -236,437 -99%