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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
126
Modern Wealth Management
Kansas
$58.6M +$28.7M +380,854 +104%
NPI
127
New Perspectives Inc
Mississippi
$57.2M -$3.23M -42,854 -6%
PWG
128
Private Wealth Group
Florida
$57.2M +$1.17M +15,576 +2%
CWM
129
Cahaba Wealth Management
Georgia
$56M +$264K +3,501 +0.5%
HPC
130
HM Payson & Co
Maine
$54.9M -$5.34M -70,801 -9%
Lido Advisors
131
Lido Advisors
California
$54M +$51.6M +684,423 +14,185%
BFG
132
Buttonwood Financial Group
Missouri
$53.7M +$25.6M +339,834 +99%
BPWM
133
Badgley Phelps Wealth Managers
Washington
$52.7M +$367K +4,864 +0.7%
HI
134
Harbour Investments
Wisconsin
$52.7M +$1.09M +14,509 +2%
FEG
135
Financial Enhancement Group
Indiana
$52.5M -$1.48M -19,574 -3%
Thrivent Financial for Lutherans
136
Thrivent Financial for Lutherans
Minnesota
$52.1M +$49.6M +658,133 +8,784%
TFG
137
Tull Financial Group
Virginia
$52.1M +$644K +8,543 +1%
US Bancorp
138
US Bancorp
Minnesota
$52M +$1.54M +20,429 +3%
GIA
139
Gladstone Institutional Advisory
Florida
$50.3M -$1.66M -22,068 -3%
WA
140
WBH Advisory
Maryland
$50M +$3.37M +44,720 +8%
WWM
141
Western Wealth Management
Colorado
$49.3M +$856K +11,354 +2%
BCM
142
Brookstone Capital Management
Illinois
$49.3M -$3.84M -50,944 -7%
Allianz Asset Management
143
Allianz Asset Management
Germany
$49.2M +$47.3M +627,400 +1,394,222%
SCM
144
SOL Capital Management
Maryland
$48.8M +$3.69M +48,905 +9%
CWM
145
CCG Wealth Management
California
$48.7M +$899K +11,914 +2%
GVCM
146
Global View Capital Management
Wisconsin
$48.1M +$612K +8,118 +1%
FHA
147
Flagship Harbor Advisors
Massachusetts
$47.3M -$2.92M -38,702 -6%
Principal Financial Group
148
Principal Financial Group
Iowa
$47M -$5.67M -75,132 -11%
CCFM
149
Clear Creek Financial Management
Washington
$47M -$295K -3,907 -0.6%
CSP
150
Cary Street Partners
Virginia
$46.2M +$593K +7,866 +1%