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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IWC
151
Integrated Wealth Concepts
Massachusetts
$342K +$329K +10,296 New
SWP
152
Stratos Wealth Partners
Ohio
$330K
APA
153
American Portfolios Advisors
New York
$325K +$113K +3,531 +57%
MIM
154
Moseley Investment Management
Florida
$323K +$311K +9,732 New
WSTAM
155
Wilbanks Smith & Thomas Asset Management
Virginia
$322K
FAAS
156
First Allied Advisory Services
California
$308K +$293K +9,171 New
NGA
157
Naples Global Advisors
Florida
$305K +$293K +9,175 New
AIS
158
American Investment Services
Massachusetts
$302K +$24.6K +770 +9%
DSN
159
D. Scott Neal
Kentucky
$301K +$5.04K +158 +2%
CPIG
160
Chicago Partners Investment Group
Illinois
$297K
CAL
161
Capital Analysts LLC
Pennsylvania
$284K -$768K -24,062 -74%
FWM
162
Foresight Wealth Management
Utah
$276K -$35.2K -1,103 -12%
GSWM
163
Golden State Wealth Management
California
$276K +$265K +8,317 New
Fidelity Investments
164
Fidelity Investments
Massachusetts
$258K -$97.1K -3,042 -28%
LM
165
Legg Mason
Maryland
$258K +$1.25K +39 +0.5%
WP
166
WealthShield Partners
North Carolina
$256K +$4.69K +147 +2%
CA
167
Cetera Advisors
Colorado
$253K +$243K +7,613 New
ATFA
168
All Terrain Financial Advisors
Minnesota
$238K -$14.7K -459 -6%
AIM
169
Arcadia Investment Management
Michigan
$229K
SCM
170
Stonehearth Capital Management
Massachusetts
$223K +$214K +6,720 New
KBFS
171
Kohmann Bosshard Financial Services
Ohio
$216K +$10.2K +321 +5%
SGK
172
Steigerwald Gordon & Koch
Virginia
$213K +$204K +6,404 New
OIA
173
OneDigital Investment Advisors
Kansas
$192K -$215K -6,732 -54%
ADL
174
Asset Dedication LLC
California
$161K -$66.8K -2,092 -30%
AIM
175
Axiom Investment Management
New York
$157K +$150K +4,710 New