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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CCFM
126
Clear Creek Financial Management
Washington
$13.4M +$766K +16,944 +6%
BCMIO
127
Beacon Capital Management Inc (Ohio)
Ohio
$13.3M
Corient Private Wealth
128
Corient Private Wealth
Florida
$13.3M +$13M +288,680 New
TWM
129
Tradition Wealth Management
Minnesota
$13.2M -$639K -14,148 -5%
FZCM
130
Flynn Zito Capital Management
New York
$13.1M +$226K +5,009 +2%
WCFA
131
Walkner Condon Financial Advisors
Wisconsin
$13.1M -$512K -11,325 -4%
WAOI
132
Wealth Advisors of Iowa
Iowa
$13M -$1.16M -25,649 -8%
UWM
133
USAdvisors Wealth Management
Minnesota
$12.6M +$15.9K +351 +0.1%
Mercer Global Advisors
134
Mercer Global Advisors
Colorado
$12.4M +$5.83M +128,891 +88%
DWM
135
Denver Wealth Management
Colorado
$12.3M +$217K +4,805 +2%
AR
136
Apeiron RIA
Texas
$12.3M +$423K +9,365 +4%
SRSA
137
S.R. Schill & Associates
Washington
$12.2M +$18.1K +401 +0.1%
LFG
138
Larson Financial Group
Missouri
$12.1M +$12.1M +267,428 +36,887%
9WM
139
9258 Wealth Management
Ohio
$12M +$2.3M +50,935 +24%
CWA
140
Clearview Wealth Advisors
Oregon
$11.8M -$3.22M -71,191 -21%
NA
141
NewEdge Advisors
Louisiana
$11.6M +$5.48M +121,290 +49%
T
142
TCWP
Ohio
$11.3M -$3.95M -87,404 -26%
FRA
143
FFG Retirement Advisors
Colorado
$11.3M +$11.3M +250,383 New
NWM
144
NEIRG Wealth Management
Massachusetts
$11.2M -$946K -20,922 -8%
LIA
145
Luken Investment Analytics
Tennessee
$11.2M +$11.2M +248,685 New
Goldman Sachs
146
Goldman Sachs
New York
$11M -$956K -21,151 -8%
BWM
147
Baystate Wealth Management
Massachusetts
$11M +$2.12M +46,911 +24%
KBFS
148
Kohmann Bosshard Financial Services
Ohio
$11M +$1.4M +30,903 +14%
PWG
149
Private Wealth Group
Florida
$10.9M +$2.14M +47,344 +24%
AF
150
Advisornet Financial
Minnesota
$10.7M -$1.76K -39 -0%