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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LFG
151
Larson Financial Group
Missouri
$13.5M -$460K -9,322 -3%
Corient Private Wealth
152
Corient Private Wealth
Florida
$13.5M +$67.6K +1,370 +0.5%
AI
153
Atria Investments
North Carolina
$13.4M +$4.47M +90,627 +54%
AF
154
Advisornet Financial
Minnesota
$13.3M +$209K +4,229 +2%
9WM
155
9258 Wealth Management
Ohio
$13.2M -$1.22M -24,629 -9%
CWS
156
Cypress Wealth Services
California
$13.2M +$3.95M +79,966 +48%
KFP
157
KMG Fiduciary Partners
Ohio
$13.1M +$2.54M +51,400 +26%
SFI
158
SPC Financial Inc
Maryland
$13M +$708K +14,350 +6%
EH
159
Equitable Holdings
New York
$12.8M +$1.96M +39,770 +19%
TI
160
Tidal Investments
Wisconsin
$12.7M +$12.1M +244,492 New
American Century Companies
161
American Century Companies
Missouri
$12.7M +$2.61M +52,900 +28%
AP
162
Americana Partners
Texas
$12.7M +$9M +182,445 +301%
KBFS
163
Kohmann Bosshard Financial Services
Ohio
$12.4M -$280K -5,668 -2%
FRA
164
FFG Retirement Advisors
Colorado
$12M -$108K -2,180 -0.9%
NWM
165
NEIRG Wealth Management
Massachusetts
$11.9M -$750K -15,201 -6%
WEPOG
166
Wealth Enhancement & Preservation of GA
Georgia
$11.7M +$1.85M +37,481 +20%
VAS
167
Vestmark Advisory Solutions
Massachusetts
$11.5M +$3.3M +66,887 +44%
RC
168
RBF Capital
California
$11.2M
AWMNH
169
Arcadia Wealth Management (New Hampshire)
New Hampshire
$11.1M +$6.99M +141,582 +199%
AWM
170
Apollon Wealth Management
South Carolina
$11.1M -$2.69M -54,599 -20%
AFAS
171
Acorn Financial Advisory Services
Virginia
$10.9M +$245K +4,974 +2%
MLA
172
My Legacy Advisors
Oregon
$10.9M +$1.08M +21,847 +12%
CA
173
CoreCap Advisors
Michigan
$10.9M +$10.3M +208,446 New
SW
174
SkyOak Wealth
Michigan
$10.5M +$412K +8,344 +4%
AAG
175
Armstrong Advisory Group
Massachusetts
$10.3M +$9.76M +197,677 New