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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MFG
126
Merit Financial Group
Georgia
$43.7M -$1.95M -28,144 -4%
KFGK
127
Keystone Financial Group (Kentucky)
Kentucky
$42.9M +$645K +9,301 +2%
PWM
128
Penobscot Wealth Management
Maine
$42.8M +$1.44M +20,828 +3%
SA
129
Sanctuary Advisors
Indiana
$42.1M +$914K +13,187 +2%
CCFM
130
Clear Creek Financial Management
Washington
$41.8M -$1.59M -23,001 -4%
SFA
131
Sequoia Financial Advisors
Ohio
$41.1M -$1.01M -14,629 -2%
DCM
132
Davidson Capital Management
Texas
$40.6M +$232K +3,349 +0.6%
CWM
133
Cahaba Wealth Management
Georgia
$40.1M -$692K -9,983 -2%
ODIJL
134
One Day In July LLC
Vermont
$39.7M +$6.77M +97,707 +20%
FHA
135
Flagship Harbor Advisors
Massachusetts
$39.3M +$1.9M +27,383 +5%
MW
136
Maia Wealth
Colorado
$38.9M +$92.2K +1,330 +0.2%
SFP
137
Strategic Financial Partners
Oregon
$38.3M -$181K -2,607 -0.5%
BFG
138
Buttonwood Financial Group
Missouri
$38.1M +$288K +4,153 +0.8%
WWM
139
Western Wealth Management
Colorado
$38M +$3.71M +53,514 +11%
MSWMA
140
Market Street Wealth Management Advisors
Indiana
$37.2M -$528K -7,622 -1%
CWM
141
Cornerstone Wealth Management
Missouri
$37.2M +$230K +3,311 +0.6%
SCM
142
SOL Capital Management
Maryland
$36.7M +$2.79M +40,285 +8%
US Bancorp
143
US Bancorp
Minnesota
$36.6M +$1.31M +18,833 +4%
IA
144
IFP Advisors
Florida
$36.4M -$155K -2,237 -0.4%
CA
145
CSM Advisors
Pennsylvania
$36.2M +$13.5M +194,540 +59%
CFS
146
Compass Financial Services
Iowa
$36.1M +$36.3M +523,627 New
CW
147
CreativeOne Wealth
Kansas
$36.1M -$1.69M -24,357 -4%
WA
148
Waverly Advisors
Alabama
$35.2M +$16.7M +241,502 +90%
PA
149
PSI Advisors
Florida
$35.2M +$759K +10,955 +2%
CSP
150
Cary Street Partners
Virginia
$34.8M +$34.9M +504,157 New