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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PA
151
PSI Advisors
Florida
$8.84M +$140K +2,601 +2%
AFAS
152
Acorn Financial Advisory Services
Virginia
$8.82M +$591K +10,953 +7%
BWG
153
Beta Wealth Group
California
$8.64M
Mercer Global Advisors
154
Mercer Global Advisors
Colorado
$8.57M -$707K -13,100 -8%
AI
155
Atria Investments
North Carolina
$8.44M +$3.13M +58,037 +62%
HC
156
HNP Capital
New York
$8.25M -$142K -2,635 -2%
VRM
157
Vectors Research Management
New York
$8.25M -$146K -2,695 -2%
HI
158
Harbour Investments
Wisconsin
$8.21M -$56.3K -1,043 -0.7%
DWM
159
Doyle Wealth Management
Florida
$8.06M +$187K +3,458 +2%
FFC
160
Fure Financial Corporation
Minnesota
$7.96M +$62.6K +1,160 +0.8%
PFM
161
Parsec Financial Management
North Carolina
$7.89M -$139K -2,583 -2%
MFA
162
Morling Financial Advisors
California
$7.8M +$7.54M +139,686 New
MFS
163
McNamara Financial Services
Massachusetts
$7.75M -$73K -1,351 -1%
VBFP
164
Valtinson Bruner Financial Planning
Minnesota
$7.54M -$622K -11,510 -8%
CA
165
Continuum Advisory
Idaho
$7.47M +$1.2M +22,202 +20%
SSWM
166
Sheets Smith Wealth Management
North Carolina
$7.4M -$1.14M -21,037 -14%
CA
167
CoreCap Advisors
Michigan
$7.17M +$6.93M +128,369 New
US Bancorp
168
US Bancorp
Minnesota
$7.16M +$3.51M +64,972 +103%
NC
169
NovaPoint Capital
Georgia
$6.8M +$419K +7,757 +7%
MA
170
Mutual Advisors
Nebraska
$6.72M -$93.4K -1,729 -1%
CC
171
Copperleaf Capital
North Carolina
$6.69M -$322K -5,963 -5%
ACP
172
Aveo Capital Partners
Colorado
$6.6M -$1.32M -24,354 -17%
AR
173
Apeiron RIA
Texas
$6.5M +$6.29M +116,423 New
V
174
Veritable
Delaware
$6.46M +$74.3K +1,376 +1%
MHB
175
Midwest Heritage Bank
Iowa
$6.4M +$6.19M +114,603 New