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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NA
126
Nottingham Advisors
New York
$35.3M +$811K +13,176 +2%
MSWMA
127
Market Street Wealth Management Advisors
Indiana
$34.9M +$181K +2,941 +0.5%
CWM
128
Cornerstone Wealth Management
Missouri
$33.9M -$768K -12,473 -2%
CW
129
CreativeOne Wealth
Kansas
$33.6M -$24.5M -397,790 -43%
MGIA
130
Moneta Group Investment Advisors
Missouri
$32.9M -$896K -14,547 -3%
PA
131
PSI Advisors
Florida
$32.1M +$645K +10,478 +2%
TWM
132
TSA Wealth Management
Texas
$32.1M +$3.08M +50,007 +11%
VPP
133
Vertex Planning Partners
Illinois
$31.9M -$1.66M -26,894 -5%
US Bancorp
134
US Bancorp
Minnesota
$31.9M +$1.89M +30,743 +7%
WWG
135
West Wealth Group
California
$31.8M -$6.27M -101,892 -17%
SWM
136
SigFig Wealth Management
California
$31.5M -$47.4M -770,332 -61%
BHB
137
Bank Hapoalim BM
Israel
$31.2M +$15.7M +255,000 +110%
FHA
138
Flagship Harbor Advisors
Massachusetts
$30.9M +$4.36M +70,849 +17%
FI
139
Financial Insights
Washington
$30.7M +$4.33M +70,387 +17%
WWA
140
WCG Wealth Advisors
Nevada
$30.3M +$20.4M +331,922 +234%
C1AG
141
Client 1st Advisory Group
Florida
$29.9M +$1.18M +19,149 +4%
LSERS
142
Louisiana State Employees Retirement System
Louisiana
$29.7M +$28.6M +464,600 New
KP
143
Keel Point
Alabama
$29.7M -$5.23M -85,000 -15%
ST
144
Spinnaker Trust
Maine
$29.7M +$28.5M +463,424 New
SCM
145
SOL Capital Management
Maryland
$29.3M +$8.32M +135,206 +42%
IA
146
IFP Advisors
Florida
$29M +$3.79M +61,549 +16%
GAG
147
Goodman Advisory Group
Massachusetts
$28.8M +$272K +4,423 +1%
LAS
148
Lloyd Advisory Services
Georgia
$28.5M +$27.4M +445,138 New
WWM
149
Western Wealth Management
Colorado
$28.4M +$2.97M +48,230 +12%
SWM
150
Sugarloaf Wealth Management
Georgia
$28.4M +$364K +5,912 +1%