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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NC
126
NovaPoint Capital
Georgia
$5.78M +$479K +11,482 +10%
RCA
127
Rowland Carmichael Advisors
Arizona
$5.53M +$1.29M +30,891 +33%
CC
128
Copperleaf Capital
North Carolina
$5.52M +$3.44M +82,403 +191%
UAS
129
United Asset Strategies
New York
$5.39M -$1.06M -25,418 -17%
MFS
130
McNamara Financial Services
Massachusetts
$5.25M
CI
131
CX Institutional
Indiana
$5.16M -$4.11M -98,483 -46%
SA
132
Stewardship Advisors
Pennsylvania
$5.05M -$16.5M -395,611 -77%
VBFP
133
Valtinson Bruner Financial Planning
Minnesota
$5.05M +$328K +7,875 +7%
UWM
134
USAdvisors Wealth Management
Minnesota
$5.01M +$4.75M +113,988 New
MA
135
MJP Associates
Connecticut
$4.81M +$4.56M +109,410 New
DWM
136
Doyle Wealth Management
Florida
$4.79M +$109K +2,618 +2%
CF
137
Centaurus Financial
California
$4.68M +$1.78M +42,785 +67%
SPAS
138
Spectrum Planning & Advisory Services
California
$4.67M +$4.43M +106,181 New
EGA
139
E&G Advisors
Texas
$4.65M -$58.8K -1,409 -1%
CAG
140
Csenge Advisory Group
Florida
$4.43M -$461K -11,053 -10%
Goldman Sachs
141
Goldman Sachs
New York
$4.41M
SCM
142
Southport Capital Management
Tennessee
$4.27M -$716K -17,177 -15%
SFI
143
SPC Financial Inc
Maryland
$4.22M +$405K +9,705 +11%
AAM
144
Ameraudi Asset Management
New York
$4.2M +$284K +6,800 +8%
CPA
145
Capital Planning Advisors
California
$4.18M +$305K +7,318 +8%
PWPS
146
Pinnacle Wealth Planning Services
Ohio
$4.16M -$225K -5,402 -5%
AFAS
147
Acorn Financial Advisory Services
Virginia
$4.04M +$785K +18,819 +26%
BAM
148
Belpointe Asset Management
Nevada
$3.97M +$995K +23,866 +36%
CA
149
Continuum Advisory
Idaho
$3.92M -$279K -6,688 -7%
TCWA
150
Ten Capital Wealth Advisors
Washington
$3.85M -$55.1K -1,321 -1%