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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
$714K -$75.6K -2,370 -10%
WCM
127
Wealthcare Capital Management
Virginia
$705K +$677K +21,206 New
AUB
128
Atlantic Union Bankshares
Virginia
$702K -$218K -6,825 -24%
SFS
129
Sowell Financial Services
Arkansas
$689K +$183K +5,731 +38%
AMM
130
American Money Management
California
$664K +$637K +19,967 New
SFM
131
Signet Financial Management
New Jersey
$662K -$91.7K -2,872 -13%
Citigroup
132
Citigroup
New York
$646K -$127K -3,979 -17%
TA
133
TCG Advisors
Texas
$635K -$68.4K -2,142 -10%
IFWM
134
Institute for Wealth Management
Colorado
$593K +$57K +1,786 +11%
VC
135
Vicus Capital
Pennsylvania
$584K +$561K +17,565 New
TRCT
136
Tower Research Capital (TRC)
New York
$566K +$518K +16,227 +2,041%
Stifel Financial
137
Stifel Financial
Missouri
$559K +$538K +16,864 New
NWM
138
Northwest Wealth Management
Iowa
$537K +$410K +12,852 +389%
DAS
139
Dynamic Advisor Solutions
Arizona
$527K +$2.14K +67 +0.4%
Mercer Global Advisors
140
Mercer Global Advisors
Colorado
$514K +$494K +15,469 New
FFG
141
Frisch Financial Group
New York
$508K -$677K -21,199 -58%
TF
142
TLWM Financial
Texas
$499K +$31.2K +976 +7%
CPO
143
Cerity Partners OCIO
New York
$490K -$28.9K -905 -6%
LFAS
144
Level Four Advisory Services
Texas
$484K +$64K +2,005 +16%
CMBA
145
C.M. Bidwell & Associates
Hawaii
$471K +$180K +5,625 +66%
FHB
146
First Hawaiian Bank
Hawaii
$471K +$180K +5,625 +66%
MIM
147
Macroview Investment Management
Maryland
$454K +$436K +13,669 New
BTS
148
BB&T Securities
Virginia
$438K
BRC
149
Bell Rock Capital
Delaware
$375K +$44.7K +1,402 +14%
PFGIA
150
Patriot Financial Group Insurance Agency
Massachusetts
$342K +$203K +6,355 +161%