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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CPA
126
Capital Performance Advisors
California
$61.5M +$4.4M +55,051 +7%
PCM
127
Penserra Capital Management
California
$61.5M -$8.11M -101,423 -11%
LWA
128
Lifelong Wealth Advisors
Minnesota
$61.3M +$371K +4,641 +0.6%
AI
129
Auour Investments
Massachusetts
$60.8M +$1.44M +17,991 +2%
PWM
130
Penobscot Wealth Management
Maine
$60.8M +$1.19M +14,818 +2%
DWM
131
Denver Wealth Management
Colorado
$59.1M +$882K +11,023 +1%
ODFS
132
O'Donnell Financial Services
California
$58.6M -$71.3K -892 -0.1%
PWG
133
Private Wealth Group
Florida
$58.4M +$1.57M +19,612 +3%
PA
134
Procyon Advisors
Connecticut
$58.1M +$8.19M +102,358 +16%
WANY
135
Wealthspire Advisors (New York)
New York
$57.5M -$1.24M -15,468 -2%
Fifth Third Bancorp
136
Fifth Third Bancorp
Ohio
$57.4M +$8M +100,042 +15%
CWM
137
CCG Wealth Management
California
$57.1M +$9.51M +118,921 +19%
HI
138
Harbour Investments
Wisconsin
$56.8M +$6.14M +76,762 +12%
CWM
139
Cahaba Wealth Management
Georgia
$56.7M +$1.64M +20,534 +3%
NPI
140
New Perspectives Inc
Mississippi
$55.9M -$369K -4,611 -0.6%
WWM
141
Western Wealth Management
Colorado
$54.9M -$98.5K -1,231 -0.2%
WA
142
WBH Advisory
Maryland
$54.8M +$1.47M +18,343 +3%
SCA
143
Snowden Capital Advisors
New York
$54.8M -$2.31M -28,921 -4%
KFGK
144
Keystone Financial Group (Kentucky)
Kentucky
$54.7M +$15.2M +190,232 +36%
GWM
145
Geneos Wealth Management
Colorado
$53.8M +$12.1M +151,306 +27%
Thrivent Financial for Lutherans
146
Thrivent Financial for Lutherans
Minnesota
$53.6M +$1.67M +20,891 +3%
GWP
147
Gateway Wealth Partners
Wisconsin
$53.2M +$32.9M +410,813 +144%
TFG
148
Tull Financial Group
Virginia
$52.8M +$1.46M +18,235 +3%
BlackRock
149
BlackRock
New York
$52.7M +$18.3M +229,298 +50%
SFS
150
Security Financial Services
Indiana
$52.5M +$16M +200,259 +41%