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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SW
151
SkyOak Wealth
Michigan
$8.93M -$235K -4,482 -3%
DHFB
152
Dixon Hubard Feinour & Brown
Virginia
$8.85M -$701K -13,380 -7%
GM
153
GeoWealth Management
Illinois
$8.82M +$244K +4,666 +3%
KAS
154
Kestra Advisory Services
Texas
$8.75M -$1.38M -26,390 -14%
FPWM
155
FSB Premier Wealth Management
Iowa
$8.62M -$1.12M -21,435 -11%
AWMG
156
Alliance Wealth Management Group
New Jersey
$8.62M -$561K -10,706 -6%
FWP
157
Firethorn Wealth Partners
Georgia
$8.44M +$2.4M +45,861 +41%
DWM
158
Doyle Wealth Management
Florida
$8.07M +$399K +7,611 +5%
Mercer Global Advisors
159
Mercer Global Advisors
Colorado
$8.06M -$95.7K -1,828 -1%
MA
160
Mutual Advisors
Nebraska
$7.97M +$1.56M +29,697 +25%
HWM
161
Horizon Wealth Management
Illinois
$7.92M -$11.9M -227,326 -60%
HC
162
HNP Capital
New York
$7.84M -$9.84K -188 -0.1%
VRM
163
Vectors Research Management
New York
$7.83M -$14.3K -273 -0.2%
BAM
164
Belpointe Asset Management
Nevada
$7.78M +$2.16M +41,242 +39%
PFGIA
165
Patriot Financial Group Insurance Agency
Massachusetts
$7.67M +$1.94M +37,019 +34%
CA
166
Continuum Advisory
Idaho
$7.63M +$1.24M +23,591 +18%
AR
167
Apeiron RIA
Texas
$7.61M +$1.46M +27,797 +24%
V
168
Veritable
Delaware
$7.4M +$1.24M +23,715 +21%
MFS
169
McNamara Financial Services
Massachusetts
$7.34M -$38.5K -735 -0.5%
MFA
170
Morling Financial Advisors
California
$7.29M -$133K -2,547 -2%
PFM
171
Parsec Financial Management
North Carolina
$7.19M -$315K -6,009 -4%
MWM
172
Maripau Wealth Management
Indiana
$7.16M +$1.32M +25,262 +22%
AI
173
Atria Investments
North Carolina
$7.04M -$975K -18,629 -12%
CF
174
Centaurus Financial
California
$7.01M +$1.31M +24,961 +23%
SSWM
175
Sheets Smith Wealth Management
North Carolina
$6.97M -$72.4K -1,382 -1%