We are live on ! Find out more
SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AG
126
Ascent Group
Virginia
$10.7M -$3.24M -67,305 -23%
HI
127
Harbour Investments
Wisconsin
$10.7M +$11.6M +240,484 New
US Bancorp
128
US Bancorp
Minnesota
$10.6M +$2.8M +58,169 +32%
AWS
129
Atria Wealth Solutions
New York
$10.4M +$8.12M +168,594 +252%
FF
130
Financial Futures
New Jersey
$10.4M -$1.27M -26,370 -10%
DWM
131
Denver Wealth Management
Colorado
$10.1M +$11M +228,139 New
BWFA
132
Baltimore-Washington Financial Advisors
Maryland
$9.91M +$3.81K +79 +0%
AF
133
Advisornet Financial
Minnesota
$9.78M -$1.98M -41,129 -16%
AAS
134
Annex Advisory Services
Wisconsin
$9.69M -$486K -10,080 -4%
CA
135
CSM Advisors
Pennsylvania
$9.66M
SFI
136
SPC Financial Inc
Maryland
$9.63M +$2.13M +44,261 +26%
JP Morgan Chase
137
JP Morgan Chase
New York
$9.56M +$10.4M +215,733 New
RC
138
RBF Capital
California
$9.51M
FAIM
139
Financial Advocates Investment Management
Washington
$9.33M +$132K +2,747 +1%
GG
140
GenWealth Group
New Jersey
$9.28M -$472K -9,805 -4%
IWM
141
IHT Wealth Management
Illinois
$8.93M +$1.14M +23,698 +13%
CWA
142
Centennial Wealth Advisory
Michigan
$8.64M -$2.26M -46,964 -19%
TCM
143
Towercrest Capital Management
Pennsylvania
$8.6M +$23.8K +493 +0.3%
WEPOG
144
Wealth Enhancement & Preservation of GA
Georgia
$8.17M -$2.54M -52,653 -22%
AFAS
145
Acorn Financial Advisory Services
Virginia
$8.13M +$458K +9,500 +5%
UAS
146
United Asset Strategies
New York
$8.07M -$906K -18,806 -9%
FWP
147
Firethorn Wealth Partners
Georgia
$8.01M +$340K +7,062 +4%
DWM
148
Doyle Wealth Management
Florida
$7.99M +$1.35M +28,097 +18%
KTC
149
Kistler-Tiffany Companies
Pennsylvania
$7.97M -$212K -4,391 -2%
BWG
150
Beta Wealth Group
California
$7.6M -$364K -7,550 -4%