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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DWM
126
Doyle Wealth Management
Florida
$4.18M +$491K +12,600 +13%
VBFP
127
Valtinson Bruner Financial Planning
Minnesota
$4.09M +$2.2M +56,573 +116%
SWA
128
Stratos Wealth Advisors
Ohio
$4.03M +$340K +8,720 +9%
Susquehanna International Group
129
Susquehanna International Group
Pennsylvania
$4.02M +$3.98M +102,114 New
PWPS
130
Pinnacle Wealth Planning Services
Ohio
$3.97M -$2.56M -65,702 -38%
Goldman Sachs
131
Goldman Sachs
New York
$3.95M
TRCT
132
Tower Research Capital (TRC)
New York
$3.82M +$365K +9,385 +11%
CA
133
Continuum Advisory
Idaho
$3.8M -$233K -5,978 -6%
RCA
134
Rowland Carmichael Advisors
Arizona
$3.73M +$80.1K +2,057 +2%
Bank of New York Mellon
135
Bank of New York Mellon
New York
$3.56M +$3.53M +90,579 New
CAS
136
Cascadia Advisory Services
Oregon
$3.54M +$2.18M +56,020 +165%
TCWA
137
Ten Capital Wealth Advisors
Washington
$3.5M +$3.46M +88,985 New
AAM
138
Ameraudi Asset Management
New York
$3.49M +$3.45M +88,700 New
CPA
139
Capital Planning Advisors
California
$3.45M +$256K +6,567 +8%
AI
140
Atria Investments
North Carolina
$3.44M +$3.41M +87,526 New
SFI
141
SPC Financial Inc
Maryland
$3.4M +$3.36M +86,357 New
OWA
142
Outlook Wealth Advisors
Texas
$3.23M +$3.2M +82,153 New
EFL
143
ERn Financial LLC
Wisconsin
$3.11M -$1.79K -46 -0.1%
NFG
144
Nations Financial Group
Iowa
$3.05M -$225K -5,775 -7%
SFS
145
Sowell Financial Services
Arkansas
$3.01M +$764K +19,615 +34%
WAS
146
Wealth Advisory Solutions
Indiana
$2.96M +$113K +2,912 +4%
WWM
147
Western Wealth Management
Colorado
$2.95M +$1.15M +29,618 +65%
PFGIA
148
Patriot Financial Group Insurance Agency
Massachusetts
$2.9M +$14.8K +381 +0.5%
AFAS
149
Acorn Financial Advisory Services
Virginia
$2.88M +$360K +9,256 +14%
BHWM
150
Bay Harbor Wealth Management
Maryland
$2.88M +$770K +19,764 +37%