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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WCFA
126
Walkner Condon Financial Advisors
Wisconsin
$14M -$4.97K -106 -0%
BPA
127
Beacon Pointe Advisors
California
$13.9M +$10.7M +228,530 +377%
TWM
128
Tradition Wealth Management
Minnesota
$13.8M -$325K -6,927 -2%
Thrivent Financial for Lutherans
129
Thrivent Financial for Lutherans
Minnesota
$13.5M +$2.41M +51,263 +22%
WA
130
WBH Advisory
Maryland
$13.4M +$13.1M +279,085 New
9WM
131
9258 Wealth Management
Ohio
$13.4M +$556K +11,851 +4%
AR
132
Apeiron RIA
Texas
$13.3M +$123K +2,626 +1%
SPAS
133
Spectrum Planning & Advisory Services
California
$13.3M -$2.01M -42,890 -13%
LFG
134
Larson Financial Group
Missouri
$12.9M +$14.3K +304 +0.1%
SRSA
135
S.R. Schill & Associates
Washington
$12.9M -$158K -3,363 -1%
AI
136
Arrien Investments
Idaho
$12.9M +$12.5M +267,225 New
AWM
137
Apollon Wealth Management
South Carolina
$12.9M +$12.3M +261,438 +4,759%
SS
138
Simplicity Solutions
Minnesota
$12.8M +$10.5M +223,225 +514%
HI
139
Harbour Investments
Wisconsin
$12.5M +$1.33M +28,391 +12%
Corient Private Wealth
140
Corient Private Wealth
Florida
$12.4M -$1.47M -31,236 -11%
UWM
141
USAdvisors Wealth Management
Minnesota
$12.3M -$1.12M -23,841 -9%
Principal Financial Group
142
Principal Financial Group
Iowa
$12.2M +$2.39M +50,970 +25%
Goldman Sachs
143
Goldman Sachs
New York
$12.1M +$270K +5,759 +2%
AF
144
Advisornet Financial
Minnesota
$12.1M +$609K +12,978 +5%
IA
145
IFP Advisors
Florida
$12M -$8.74M -186,217 -33%
WWM
146
Western Wealth Management
Colorado
$11.9M +$756K +16,120 +7%
LIA
147
Luken Investment Analytics
Tennessee
$11.8M -$177K -3,767 -2%
KBFS
148
Kohmann Bosshard Financial Services
Ohio
$11.7M -$45.8K -977 -0.4%
NWM
149
NEIRG Wealth Management
Massachusetts
$11.7M -$299K -6,365 -3%
DWM
150
Denver Wealth Management
Colorado
$11.6M -$1.54M -32,721 -12%