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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FHC
126
First Heartland Consultants
Missouri
$17.5M +$14.1M +270,301 +347%
SPAS
127
Spectrum Planning & Advisory Services
California
$17.4M +$3.77M +72,118 +26%
Principal Financial Group
128
Principal Financial Group
Iowa
$17.3M +$2.92M +55,827 +19%
FZCM
129
Flynn Zito Capital Management
New York
$17.1M -$100K -1,916 -0.6%
T
130
TNF
Montana
$17M +$2.15M +41,166 +14%
SFA
131
Sequoia Financial Advisors
Ohio
$17M -$909K -17,379 -5%
HFA
132
Highland Financial Advisors
New Jersey
$17M +$83.3K +1,593 +0.5%
AR
133
Apeiron RIA
Texas
$17M +$3.21M +61,288 +22%
WCM
134
Windsor Capital Management
Arizona
$16.9M -$642K -12,279 -4%
BOC
135
Bull Oak Capital
California
$16.8M +$17.5M +335,125 New
MFT
136
Moisand Fitzgerald Tamayo
Florida
$16.8M -$410K -7,837 -2%
AFP
137
Ausdal Financial Partners
Iowa
$16.6M -$364K -6,967 -2%
AWM
138
Adams Wealth Management
Utah
$16.6M +$1.03M +19,627 +6%
Two Sigma Investments
139
Two Sigma Investments
New York
$16.5M +$7.78M +148,767 +83%
WWM
140
Western Wealth Management
Colorado
$16.4M +$908K +17,361 +6%
VCM
141
Vivaldi Capital Management
Illinois
$15.7M -$276K -5,283 -2%
SFG
142
StrategIQ Financial Group
Indiana
$15.6M -$158K -3,011 -1%
AP
143
Americana Partners
Texas
$15.5M +$3.61M +69,076 +28%
Corient Private Wealth
144
Corient Private Wealth
Florida
$15.5M +$2.55M +48,821 +19%
MLA
145
My Legacy Advisors
Oregon
$15.5M +$5.32M +101,756 +49%
AF
146
Advisornet Financial
Minnesota
$15.2M +$2.5M +47,717 +19%
AI
147
Arrien Investments
Idaho
$15.2M -$645K -12,338 -4%
LFAS
148
Level Four Advisory Services
Texas
$15.2M -$19.8M -377,922 -56%
CWS
149
Cypress Wealth Services
California
$15.2M +$2.83M +54,125 +22%
AI
150
Atria Investments
North Carolina
$15M +$2.13M +40,770 +16%