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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IAN
126
Integrated Advisors Network
Texas
$2.88M +$2.73M +79,403 New
IAA
127
Independent Advisor Alliance
North Carolina
$2.88M +$1.73M +50,384 +212%
EFL
128
ERn Financial LLC
Wisconsin
$2.87M -$606K -17,632 -18%
SWP
129
Strategic Wealth Partners
Ohio
$2.8M -$4.88M -141,852 -65%
JFA
130
JNBA Financial Advisors
Minnesota
$2.72M -$4.72M -137,390 -65%
PFGIA
131
Patriot Financial Group Insurance Agency
Massachusetts
$2.66M +$383K +11,149 +18%
PWMG
132
Prestige Wealth Management Group
New Jersey
$2.66M +$189K +5,494 +8%
WAS
133
Wealth Advisory Solutions
Indiana
$2.62M +$79K +2,298 +3%
RFN
134
RDA Financial Network
Iowa
$2.62M -$187K -5,444 -7%
American Century Companies
135
American Century Companies
Missouri
$2.6M +$2.47M +71,800 New
SS
136
Simplicity Solutions
Minnesota
$2.56M +$174K +5,059 +8%
EH
137
Equitable Holdings
New York
$2.47M +$1.55K +45 +0.1%
IWA
138
Inspirion Wealth Advisors
Illinois
$2.46M -$165K -4,790 -7%
BAM
139
Belpointe Asset Management
Nevada
$2.44M +$327K +9,499 +16%
GF
140
Goodman Financial
Texas
$2.38M +$116K +3,359 +5%
AFAS
141
Acorn Financial Advisory Services
Virginia
$2.32M +$158K +4,601 +8%
FWM
142
Frontier Wealth Management
Missouri
$2.28M -$448K -13,019 -17%
CPO
143
Cerity Partners OCIO
New York
$2.23M +$1.71M +49,675 +416%
BPA
144
Beacon Pointe Advisors
California
$2.17M +$432K +12,572 +26%
CWA
145
Clarus Wealth Advisors
Arizona
$2.14M -$209K -6,091 -9%
NRI
146
NFP Retirement Inc
California
$2.12M +$1.11M +32,226 +123%
NA
147
NewEdge Advisors
Louisiana
$2.08M -$23.4K -680 -1%
CFGF
148
Compass Financial Group (Florida)
Florida
$2.07M -$1.07K -31 -0.1%
SFS
149
Sowell Financial Services
Arkansas
$2.06M +$332K +9,641 +20%
WP
150
WealthPLAN Partners
Nebraska
$2.05M -$6.71K -195 -0.4%