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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Principal Financial Group
126
Principal Financial Group
Iowa
$49.1M +$13.8M +205,254 +44%
BPWM
127
Badgley Phelps Wealth Managers
Washington
$48.6M -$219K -3,250 -0.5%
GIA
128
Gladstone Institutional Advisory
Florida
$48.3M +$85.8K +1,276 +0.2%
HI
129
Harbour Investments
Wisconsin
$47.8M -$1.59M -23,677 -3%
TFG
130
Tull Financial Group
Virginia
$47.7M +$3.48M +51,762 +9%
US Bancorp
131
US Bancorp
Minnesota
$46.8M +$5.28M +78,565 +14%
FHA
132
Flagship Harbor Advisors
Massachusetts
$46.7M +$4.48M +66,572 +12%
SAW
133
Signal Advisors Wealth
Michigan
$46.4M +$6.76M +100,461 +19%
IWM
134
IHT Wealth Management
Illinois
$46.3M +$11.3M +168,782 +36%
WWM
135
Western Wealth Management
Colorado
$44.9M +$553K +8,230 +1%
CWM
136
CCG Wealth Management
California
$44.4M +$884K +13,153 +2%
GVCM
137
Global View Capital Management
Wisconsin
$44.1M +$11.1M +165,718 +38%
CCFM
138
Clear Creek Financial Management
Washington
$43.9M -$15.6M -231,571 -28%
SFP
139
Strategic Financial Partners
Oregon
$43.1M +$6.63M +98,576 +20%
WA
140
WBH Advisory
Maryland
$43.1M +$12.4M +184,826 +45%
DJSG
141
D.J. St. Germain
Massachusetts
$42.8M +$33.6M +499,793 +564%
Fifth Third Bancorp
142
Fifth Third Bancorp
Ohio
$42.6M +$6.2M +92,130 +19%
PA
143
PSI Advisors
Florida
$42.4M +$4.19M +62,274 +12%
CSP
144
Cary Street Partners
Virginia
$42.3M +$2.47M +36,661 +7%
SCM
145
SOL Capital Management
Maryland
$41.8M -$1.85M -27,568 -5%
WMN
146
Wealth Management Nebraska
Nebraska
$41.6M +$202K +3,001 +0.5%
FHC
147
First Heartland Consultants
Missouri
$41.5M +$4.73M +70,272 +14%
WA
148
Waverly Advisors
Alabama
$41.3M +$866K +12,874 +2%
SFA
149
Sequoia Financial Advisors
Ohio
$40.9M -$1.25M -18,533 -3%
IA
150
IFP Advisors
Florida
$40.8M +$717K +10,661 +2%