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
FP
151
Fiduciary Planning
Florida
$7.45M -$1.09M -22,625 -12%
FPWM
152
FSB Premier Wealth Management
Iowa
$7.45M -$163K -3,381 -2%
SW
153
SkyOak Wealth
Michigan
$7.43M -$28.7K -596 -0.4%
MFA
154
Mayflower Financial Advisors
Massachusetts
$7.28M +$4.59M +95,245 +138%
KAS
155
Kestra Advisory Services
Texas
$7.24M -$76.1K -1,580 -1%
VRM
156
Vectors Research Management
New York
$7.21M +$731K +15,174 +10%
HC
157
HNP Capital
New York
$7.21M +$724K +15,034 +10%
AWMG
158
Alliance Wealth Management Group
New Jersey
$7.2M +$8.34K +173 +0.1%
HWM
159
Horizon Wealth Management
Illinois
$7.12M +$553K +11,469 +8%
DHFB
160
Dixon Hubard Feinour & Brown
Virginia
$7.09M -$323K -6,701 -4%
MA
161
Mutual Advisors
Nebraska
$7.03M +$408K +8,465 +6%
Mercer Global Advisors
162
Mercer Global Advisors
Colorado
$6.76M +$32.4K +673 +0.4%
GWANC
163
Guardian Wealth Advisors (North Carolina)
North Carolina
$6.73M +$5.19M +107,797 +246%
BAM
164
Belpointe Asset Management
Nevada
$6.68M +$202K +4,199 +3%
9WM
165
9258 Wealth Management
Ohio
$6.56M +$3.06M +63,434 +75%
BWM
166
Baystate Wealth Management
Massachusetts
$6.55M +$2.66M +55,111 +60%
CSPIA
167
Cary Street Partners Investment Advisory
Virginia
$6.54M +$7.1M +147,392 New
PFGIA
168
Patriot Financial Group Insurance Agency
Massachusetts
$6.41M +$12.2K +254 +0.2%
TRCT
169
Tower Research Capital (TRC)
New York
$6.39M +$5.12M +106,339 +281%
SWA
170
Stratos Wealth Advisors
Ohio
$6.34M -$3.93M -81,543 -36%
V
171
Veritable
Delaware
$6.13M -$58.5K -1,215 -0.9%
MFS
172
McNamara Financial Services
Massachusetts
$6.07M -$56.1K -1,164 -0.8%
MFA
173
Morling Financial Advisors
California
$6.06M -$23.7K -492 -0.4%
MWM
174
Maripau Wealth Management
Indiana
$5.99M -$863K -17,902 -13%
SSWM
175
Sheets Smith Wealth Management
North Carolina
$5.82M +$9.78K +203 +0.2%