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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GG
126
GenWealth Group
New Jersey
$11.6M -$120K -2,229 -1%
IWC
127
Integrated Wealth Concepts
Massachusetts
$11.6M +$1.88M +34,733 +20%
UAS
128
United Asset Strategies
New York
$11.4M +$987K +18,285 +10%
TCM
129
Towercrest Capital Management
Pennsylvania
$11.4M -$466K -8,631 -4%
WA
130
Win Advisors
Florida
$11.1M +$10.8M +199,405 New
FZCM
131
Flynn Zito Capital Management
New York
$11.1M +$10.7M +198,959 New
TWM
132
Tradition Wealth Management
Minnesota
$11M +$2.58M +47,715 +32%
FPWM
133
FSB Premier Wealth Management
Iowa
$10.8M +$185K +3,419 +2%
KAS
134
Kestra Advisory Services
Texas
$10.7M +$1.6M +29,636 +18%
FP
135
Fiduciary Planning
Florida
$10.5M +$615K +11,381 +6%
WWM
136
Western Wealth Management
Colorado
$10.4M +$10.1M +186,686 New
SPAS
137
Spectrum Planning & Advisory Services
California
$10.3M +$1.3M +24,106 +15%
Commonwealth Equity Services
138
Commonwealth Equity Services
Massachusetts
$10.3M +$673K +12,461 +7%
T
139
TNF
Montana
$10.1M +$279K +5,158 +3%
DHFB
140
Dixon Hubard Feinour & Brown
Virginia
$10M +$9.72M +179,949 New
SWA
141
Stratos Wealth Advisors
Ohio
$10M +$759K +14,059 +9%
KTC
142
Kistler-Tiffany Companies
Pennsylvania
$9.89M +$126K +2,336 +1%
AWMG
143
Alliance Wealth Management Group
New Jersey
$9.65M +$17.4K +322 +0.2%
SW
144
SkyOak Wealth
Michigan
$9.63M +$694K +12,847 +8%
RJA
145
Raymond James & Associates
Florida
$9.51M +$915K +16,936 +11%
SFI
146
SPC Financial Inc
Maryland
$9.48M +$2.13M +39,453 +30%
American Century Companies
147
American Century Companies
Missouri
$9.44M +$178K +3,300 +2%
KAM
148
Knightsbridge Asset Management
California
$9.38M +$594K +11,003 +7%
GM
149
GeoWealth Management
Illinois
$9M +$1.47M +27,132 +20%
IWM
150
IHT Wealth Management
Illinois
$8.84M +$1.8M +33,373 +27%