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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PA
126
PSI Advisors
Florida
$30.2M -$926K -15,812 -3%
US Bancorp
127
US Bancorp
Minnesota
$28.8M +$1.98M +33,824 +8%
FHC
128
First Heartland Consultants
Missouri
$28.8M +$6.83M +116,563 +33%
TWM
129
TSA Wealth Management
Texas
$27.7M -$5.48M -93,529 -17%
C1AG
130
Client 1st Advisory Group
Florida
$27.6M -$838K -14,312 -3%
GAG
131
Goodman Advisory Group
Massachusetts
$27.5M +$594K +10,143 +2%
SWM
132
Sugarloaf Wealth Management
Georgia
$26.9M +$5.32M +90,786 +26%
WCFA
133
Walkner Condon Financial Advisors
Wisconsin
$26.8M +$9.13M +155,924 +56%
AF
134
Advisornet Financial
Minnesota
$26.4M +$6.15M +104,979 +32%
Allianz Asset Management
135
Allianz Asset Management
Germany
$26.3M +$7.36M +125,735 +42%
HI
136
Harbour Investments
Wisconsin
$26.2M +$567K +9,676 +2%
SFP
137
Strategic Financial Partners
Oregon
$25.9M +$2.76M +47,097 +13%
RIS
138
Retirement Income Solutions
Michigan
$25.7M +$821K +14,012 +3%
RA
139
RFG Advisory
Alabama
$25.7M +$7.03M +120,081 +40%
EWM
140
Executive Wealth Management
Michigan
$25.4M -$9.69M -165,391 -29%
FHA
141
Flagship Harbor Advisors
Massachusetts
$25.4M +$6.68M +114,002 +38%
AWS
142
Atria Wealth Solutions
New York
$25.2M +$565K +9,642 +2%
FI
143
Financial Insights
Washington
$25.2M +$8.28M +141,331 +53%
SB
144
Strategic Blueprint
Georgia
$25.1M -$1.64M -28,005 -6%
AIM
145
Astor Investment Management
Illinois
$24.9M -$1.95M -33,260 -8%
WWM
146
Western Wealth Management
Colorado
$24.4M +$2.45M +41,752 +12%
FFN
147
Focus Financial Network
Minnesota
$24.4M -$16.2M -276,184 -40%
IA
148
IFP Advisors
Florida
$24.1M +$1.97M +33,624 +9%
HFA
149
Highland Financial Advisors
New Jersey
$23.3M +$459K +7,829 +2%
Envestnet Portfolio Solutions
150
Envestnet Portfolio Solutions
Illinois
$23.2M +$3.76M +64,154 +20%