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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWM
151
Penobscot Wealth Management
Maine
$69M -$753K -8,829 -1%
ODFS
152
O'Donnell Financial Services
California
$68.8M +$1.48M +17,336 +2%
Fifth Third Bancorp
153
Fifth Third Bancorp
Ohio
$68.8M +$2.87M +33,626 +4%
ES
154
Eagle Strategies
New York
$67.3M -$14.5M -170,445 -18%
WWM
155
Western Wealth Management
Colorado
$65.4M +$2.28M +26,777 +4%
WA
156
WBH Advisory
Maryland
$65.1M +$2.56M +29,960 +4%
CWM
157
Cahaba Wealth Management
Georgia
$64.9M -$236K -2,772 -0.4%
NPI
158
New Perspectives Inc
Mississippi
$64.5M +$252K +2,949 +0.4%
IWM
159
IHT Wealth Management
Illinois
$63.9M +$62M +727,035 New
LSWP
160
Liberty Square Wealth Partners
Pennsylvania
$62.9M +$3.94M +46,190 +7%
SCA
161
Snowden Capital Advisors
New York
$62.3M -$549K -6,433 -0.9%
TFG
162
Tull Financial Group
Virginia
$62.1M +$1.47M +17,224 +2%
SP
163
Stonebrook Private
Michigan
$61.8M +$23.7M +278,374 +66%
HPC
164
HM Payson & Co
Maine
$61.3M +$3.07M +36,037 +5%
FHC
165
First Heartland Consultants
Missouri
$60M +$6.7M +78,486 +13%
RIM
166
Rockbridge Investment Management
New York
$59.9M +$3.39M +39,786 +6%
PBF
167
Petix & Botte Financial
California
$59.7M +$31.3M +366,631 +117%
GWM
168
Geneos Wealth Management
Colorado
$59.4M -$2.31M -27,019 -4%
MA
169
MONECO Advisors
Connecticut
$58.7M +$4.37M +51,269 +8%
SHIM
170
Stone House Investment Management
Pennsylvania
$58.7M +$56.9M +667,314 +460,217%
CWM
171
Cornerstone Wealth Management
Missouri
$58.4M +$2.86M +33,569 +5%
Focus Partners Wealth
172
Focus Partners Wealth
Massachusetts
$57.3M +$2.38M +27,898 +4%
CWM
173
CCG Wealth Management
California
$56.9M -$8.38M -98,165 -13%
AQR Capital Management
174
AQR Capital Management
Connecticut
$56.4M +$9.41M +110,323 +21%
MFG
175
Macco Financial Group
Wisconsin
$55.7M +$11.3M +132,260 +26%