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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DWM
126
Denver Wealth Management
Colorado
$61.1M -$1.01M -12,651 -2%
CPA
127
Capital Performance Advisors
California
$60M +$59.5M +748,147 New
SCA
128
Snowden Capital Advisors
New York
$59.7M -$590K -7,417 -1%
PWG
129
Private Wealth Group
Florida
$59.6M +$1.01M +12,676 +2%
NPI
130
New Perspectives Inc
Mississippi
$59M +$360K +4,532 +0.6%
AP
131
Americana Partners
Texas
$58.8M -$5.29M -66,558 -8%
NSAM
132
North Star Asset Management
Wisconsin
$58.7M -$1.8M -22,635 -3%
CWM
133
Cahaba Wealth Management
Georgia
$57.8M +$461K +5,795 +0.8%
WWM
134
Western Wealth Management
Colorado
$57.6M +$7.11M +89,425 +14%
HPC
135
HM Payson & Co
Maine
$57.1M +$942K +11,839 +2%
Lido Advisors
136
Lido Advisors
California
$55.7M +$934K +11,747 +2%
WA
137
WBH Advisory
Maryland
$55.6M +$4.37M +54,970 +9%
Thrivent Financial for Lutherans
138
Thrivent Financial for Lutherans
Minnesota
$54.9M +$1.11M +13,963 +2%
CCFM
139
Clear Creek Financial Management
Washington
$54.9M +$6.75M +84,890 +14%
Focus Partners Wealth
140
Focus Partners Wealth
Massachusetts
$54.2M +$34.5M +433,323 +178%
TFG
141
Tull Financial Group
Virginia
$53.9M +$541K +6,798 +1%
FFA
142
Farther Finance Advisors
California
$53.8M +$10.2M +128,777 +24%
HI
143
Harbour Investments
Wisconsin
$53.3M -$633K -7,957 -1%
PA
144
Procyon Advisors
Connecticut
$52.7M +$14.2M +178,461 +37%
GVCM
145
Global View Capital Management
Wisconsin
$52.1M +$2.83M +35,546 +6%
Fifth Third Bancorp
146
Fifth Third Bancorp
Ohio
$52.1M +$4.88M +61,359 +10%
FEG
147
Financial Enhancement Group
Indiana
$51.9M -$1.53M -19,257 -3%
BPWM
148
Badgley Phelps Wealth Managers
Washington
$51.8M -$2.17M -27,238 -4%
Bank of New York Mellon
149
Bank of New York Mellon
New York
$50.5M +$8.36M +105,109 +20%
CWM
150
CCG Wealth Management
California
$50.3M +$386K +4,851 +0.8%