We are live on ! Find out more
SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DWM
151
Darwin Wealth Management
Florida
$2.04M -$247K -7,178 -11%
BHWM
152
Bay Harbor Wealth Management
Maryland
$1.93M +$1.83M +53,311 New
VBFP
153
Valtinson Bruner Financial Planning
Minnesota
$1.92M +$1.18M +34,219 +234%
TWM
154
Trinity Wealth Management
Pennsylvania
$1.91M -$1.26M -36,766 -41%
CMBA
155
C.M. Bidwell & Associates
Hawaii
$1.83M
RMAM
156
Raab & Moskowitz Asset Management
New Jersey
$1.75M -$56.4K -1,639 -3%
FC
157
Financial Consulate
Maryland
$1.73M -$356K -10,362 -18%
VIP
158
Vantage Investment Partners
Missouri
$1.68M +$81.1K +2,359 +5%
DWM
159
Dakota Wealth Management
Florida
$1.66M -$20.9K -608 -1%
WWM
160
Western Wealth Management
Colorado
$1.65M +$1.56M +45,418 New
CCM
161
Coldstream Capital Management
Washington
$1.61M -$200K -5,822 -12%
FHB
162
First Hawaiian Bank
Hawaii
$1.61M
AWM
163
Avior Wealth Management
Nebraska
$1.54M -$112K -3,248 -7%
FAIM
164
Financial Advocates Investment Management
Washington
$1.52M +$1.44M +41,933 New
AIS
165
American Investment Services
Massachusetts
$1.46M +$480K +13,969 +53%
SIA
166
Strategic Investment Advisors
Michigan
$1.43M +$1.36M +39,481 New
VIM
167
Vista Investment Management
Pennsylvania
$1.42M -$440K -12,799 -25%
TC
168
TownSquare Capital
Utah
$1.4M +$113K +3,288 +9%
Truist Financial
169
Truist Financial
North Carolina
$1.37M -$1.5M -43,734 -54%
NF
170
Nikulski Financial
Iowa
$1.36M -$170K -4,944 -12%
WCM
171
Wealthcare Capital Management
Virginia
$1.34M +$136K +3,955 +12%
IFWM
172
Institute for Wealth Management
Colorado
$1.34M +$454K +13,196 +56%
WCA
173
Westover Capital Advisors
Delaware
$1.33M -$144K -4,199 -10%
Thrivent Financial for Lutherans
174
Thrivent Financial for Lutherans
Minnesota
$1.32M
W
175
Wealthquest
Ohio
$1.32M +$1.25M +36,489 New