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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NFG
126
Nations Financial Group
Iowa
$2.96M +$92.9K +2,568 +3%
TC
127
TownSquare Capital
Utah
$2.83M -$155K -4,281 -5%
EH
128
Equitable Holdings
New York
$2.68M +$2.56M +70,933 New
DWM
129
Doyle Wealth Management
Florida
$2.57M +$338K +9,353 +16%
PWMG
130
Prestige Wealth Management Group
New Jersey
$2.57M +$384K +10,623 +19%
CAS
131
Cascadia Advisory Services
Oregon
$2.53M +$2.42M +66,793 New
NAS
132
Nicolet Advisory Services
Wisconsin
$2.36M -$154K -4,261 -6%
CCM
133
Condor Capital Management
New Jersey
$2.35M -$2.86K -79 -0.1%
GF
134
Goodman Financial
Texas
$2.26M -$54.3K -1,503 -2%
NA
135
NewEdge Advisors
Louisiana
$2.21M +$2.11M +58,354 New
CIAS
136
CBIZ Investment Advisory Services
Ohio
$2.16M
CFGF
137
Compass Financial Group (Florida)
Florida
$2.15M -$9.11K -252 -0.4%
RMAM
138
Raab & Moskowitz Asset Management
New Jersey
$2.15M +$45.2K +1,251 +2%
Northwestern Mutual Wealth Management
139
Northwestern Mutual Wealth Management
Wisconsin
$2.13M +$1.95M +54,014 +2,381%
CPA
140
Capital Planning Advisors
California
$2.08M +$109K +3,016 +6%
VIM
141
Vista Investment Management
Pennsylvania
$2.06M -$237K -6,548 -11%
PG
142
Prostatis Group
Maryland
$2M +$1.91M +52,808 New
DWM
143
Darwin Wealth Management
Florida
$1.97M +$313K +8,643 +20%
BPWA
144
Beacon Pointe Wealth Advisors
California
$1.96M +$123K +3,390 +7%
WP
145
WealthPLAN Partners
Nebraska
$1.86M +$187K +5,178 +12%
APW
146
Austin Private Wealth
Texas
$1.84M +$1.76M +48,760 New
CWA
147
Clarus Wealth Advisors
Arizona
$1.83M +$1.72M +47,598 New
SFS
148
Sowell Financial Services
Arkansas
$1.82M +$623K +17,223 +56%
AWM
149
Avior Wealth Management
Nebraska
$1.8M -$63.4K -1,754 -4%
WFWM
150
Wechter Feldman Wealth Management
New Jersey
$1.75M -$113K -3,113 -6%