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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DI
126
DFPG Investments
Utah
$687K +$742K +23,523 New
Citigroup
127
Citigroup
New York
$684K -$256K -8,132 -26%
SFM
128
Signet Financial Management
New Jersey
$648K +$700K +22,189 New
SMC
129
Smith, Moore & Co
Missouri
$644K +$490K +15,528 +238%
TA
130
TCG Advisors
Texas
$621K +$670K +21,257 New
BFG
131
Barber Financial Group
Kansas
$619K +$668K +21,195 New
DAS
132
Dynamic Advisor Solutions
Arizona
$493K +$498K +15,797 New
IFWM
133
Institute for Wealth Management
Colorado
$469K -$10.4K -330 -2%
CPO
134
Cerity Partners OCIO
New York
$457K +$493K +15,639 New
FPCG
135
Fort Pitt Capital Group
Pennsylvania
$445K +$480K +15,233 New
SFS
136
Sowell Financial Services
Arkansas
$439K +$474K +15,015 New
TF
137
TLWM Financial
Texas
$425K +$92.3K +2,926 +26%
SPIA
138
Steward Partners Investment Advisory
New York
$394K +$326K +10,335 +327%
BTS
139
BB&T Securities
Virginia
$385K -$125K -3,962 -23%
LFAS
140
Level Four Advisory Services
Texas
$368K +$11.3K +359 +3%
OIA
141
OneDigital Investment Advisors
Kansas
$366K +$394K +12,509 New
SCM
142
Southport Capital Management
Tennessee
$356K +$275K +8,718 +251%
Fidelity Investments
143
Fidelity Investments
Massachusetts
$315K
SWP
144
Stratos Wealth Partners
Ohio
$290K +$22.8K +723 +8%
BRC
145
Bell Rock Capital
Delaware
$287K +$65.7K +2,083 +26%
WSTAM
146
Wilbanks Smith & Thomas Asset Management
Virginia
$283K
DWM
147
Doyle Wealth Management
Florida
$283K +$68.2K +2,162 +29%
FWM
148
Foresight Wealth Management
Utah
$275K +$297K +9,417 New
CPIG
149
Chicago Partners Investment Group
Illinois
$265K +$275K +8,715 New
DSN
150
D. Scott Neal
Kentucky
$260K