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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SGI
151
Summit Global Investments
Utah
$10.6M +$4.94M +109,258 +87%
Thrivent Financial for Lutherans
152
Thrivent Financial for Lutherans
Minnesota
$10.5M -$2.05M -45,325 -16%
WWM
153
Western Wealth Management
Colorado
$10.4M -$10.1M -223,535 -49%
HI
154
Harbour Investments
Wisconsin
$10.4M -$416K -9,207 -4%
FF
155
Financial Futures
New Jersey
$10.3M -$46.2K -1,023 -0.4%
PPP
156
Private Portfolio Partners
New Jersey
$10.1M -$483K -10,676 -5%
IWM
157
IHT Wealth Management
Illinois
$9.71M +$160K +3,546 +2%
RC
158
RBF Capital
California
$9.65M
MPW
159
MGO Private Wealth
California
$9.65M +$7.87M +174,203 +432%
Principal Financial Group
160
Principal Financial Group
Iowa
$9.08M +$3.71M +82,101 +69%
VPP
161
Vertex Planning Partners
Illinois
$9.06M +$9.1M +201,363 New
TCM
162
Towercrest Capital Management
Pennsylvania
$9.04M -$215K -4,756 -2%
AFAS
163
Acorn Financial Advisory Services
Virginia
$9.03M +$420K +9,286 +5%
BHB
164
Bank Hapoalim BM
Israel
$9.01M
VAS
165
Vestmark Advisory Solutions
Massachusetts
$8.86M +$2.11M +46,767 +31%
HSA
166
HBK Sorce Advisory
Pennsylvania
$8.74M +$5.66M +125,213 +181%
SW
167
SkyOak Wealth
Michigan
$8.65M +$895K +19,812 +11%
UAS
168
United Asset Strategies
New York
$8.62M +$449K +9,937 +5%
BWFA
169
Baltimore-Washington Financial Advisors
Maryland
$8.55M -$1.61M -35,551 -16%
HCM
170
Hollencrest Capital Management
California
$8.52M +$8.56M +189,365 New
CWA
171
Centennial Wealth Advisory
Michigan
$8.48M -$215K -4,763 -2%
GG
172
GenWealth Group
New Jersey
$8.4M -$356K -7,874 -4%
MLA
173
My Legacy Advisors
Oregon
$8.37M +$2.74M +60,664 +54%
BAM
174
Belpointe Asset Management
Nevada
$8.36M +$42K +930 +0.5%
CA
175
Continuum Advisory
Idaho
$8.36M +$2.45M +54,250 +41%