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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CPO
151
Cerity Partners OCIO
New York
$515K +$5.93K +175 +1%
FFG
152
Frisch Financial Group
New York
$511K -$16.3K -482 -3%
TA
153
TCG Advisors
Texas
$505K -$157K -4,638 -24%
AWM
154
AE Wealth Management
Kansas
$504K +$494K +14,581 New
PFG
155
Pacific Financial Group
Washington
$503K +$513K +15,133 New
NFP
156
Narus Financial Partners
Utah
$489K +$479K +14,143 New
Susquehanna International Group
157
Susquehanna International Group
Pennsylvania
$488K -$1.24M -36,527 -72%
CW
158
CreativeOne Wealth
Kansas
$469K +$460K +13,565 New
TRCT
159
Tower Research Capital (TRC)
New York
$445K -$140K -4,131 -24%
MIM
160
Moseley Investment Management
Florida
$411K +$73K +2,154 +22%
AIS
161
American Investment Services
Massachusetts
$358K +$43.9K +1,296 +14%
Betterment LLC
162
Betterment LLC
New York
$349K +$342K +10,100 New
SWP
163
Stratos Wealth Partners
Ohio
$343K
Fidelity Investments
164
Fidelity Investments
Massachusetts
$343K +$71.2K +2,101 +27%
WSTAM
165
Wilbanks Smith & Thomas Asset Management
Virginia
$334K
NGA
166
Naples Global Advisors
Florida
$325K +$7.79K +230 +3%
FAAS
167
First Allied Advisory Services
California
$315K -$1.63K -48 -0.5%
CPIG
168
Chicago Partners Investment Group
Illinois
$306K
GSWM
169
Golden State Wealth Management
California
$299K +$11.8K +348 +4%
CMBA
170
C.M. Bidwell & Associates
Hawaii
$283K -$203K -5,985 -42%
FHB
171
First Hawaiian Bank
Hawaii
$283K -$203K -5,985 -42%
UCFA
172
United Capital Financial Advisors
Texas
$282K +$277K +8,170 New
SCM
173
Stonehearth Capital Management
Massachusetts
$267K +$33.9K +1,000 +15%
RJFSA
174
Raymond James Financial Services Advisors
Florida
$266K +$261K +7,711 New
KBFS
175
Kohmann Bosshard Financial Services
Ohio
$261K +$36.2K +1,069 +16%