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
DWM
126
Denver Wealth Management
Colorado
$24.9M +$1.81M +34,543 +8%
NA
127
Nottingham Advisors
New York
$24.5M +$4.04M +77,167 +16%
AIM
128
Astor Investment Management
Illinois
$24.4M -$2.72M -51,895 -11%
GAG
129
Goodman Advisory Group
Massachusetts
$24.4M +$4.13M +78,801 +22%
SB
130
Strategic Blueprint
Georgia
$24.3M +$472K +9,009 +2%
US Bancorp
131
US Bancorp
Minnesota
$24.3M +$1.94M +36,958 +9%
WAOI
132
Wealth Advisors of Iowa
Iowa
$23.4M -$7.79M -148,715 -26%
HI
133
Harbour Investments
Wisconsin
$23.3M +$2.88M +55,048 +15%
CWS
134
Cypress Wealth Services
California
$23.1M +$5.83M +111,200 +37%
LNC
135
Lincoln National Corp
Pennsylvania
$22.8M +$11.3M +215,640 +112%
RIS
136
Retirement Income Solutions
Michigan
$22.6M +$1M +19,161 +5%
TWM
137
Tradition Wealth Management
Minnesota
$22.4M +$2.61M +49,836 +14%
AWS
138
Atria Wealth Solutions
New York
$22.3M +$1.69M +32,231 +9%
PWM
139
Penobscot Wealth Management
Maine
$21.9M -$231K -4,409 -1%
SFP
140
Strategic Financial Partners
Oregon
$20.9M -$4.31M -82,288 -18%
HFA
141
Highland Financial Advisors
New Jersey
$20.7M +$1.68M +32,113 +9%
T
142
TNF
Montana
$20.2M +$542K +10,345 +3%
SPAS
143
Spectrum Planning & Advisory Services
California
$20.1M +$625K +11,922 +3%
MFA
144
Mayflower Financial Advisors
Massachusetts
$20.1M +$4.71M +89,978 +33%
MHWM
145
Montz Harcus Wealth Management
Louisiana
$20M -$846K -16,139 -4%
IA
146
IFP Advisors
Florida
$20M -$2.54M -48,561 -12%
AFP
147
Ausdal Financial Partners
Iowa
$19.9M +$1.32M +25,238 +8%
WWM
148
Western Wealth Management
Colorado
$19.8M +$1.42M +27,157 +8%
Principal Financial Group
149
Principal Financial Group
Iowa
$19.7M +$464K +8,859 +3%
AR
150
Apeiron RIA
Texas
$19.7M +$775K +14,799 +4%