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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
$15M +$6.8M +130,006 +78%
BOSSRA
152
B.O.S.S. Retirement Advisors
Utah
$15M +$181K +3,455 +1%
RA
153
RFG Advisory
Alabama
$14.9M +$241K +4,611 +2%
WA
154
WBH Advisory
Maryland
$14.8M +$1.03M +19,761 +7%
VAS
155
Vestmark Advisory Solutions
Massachusetts
$14.8M +$3.87M +73,895 +34%
BWM
156
Baystate Wealth Management
Massachusetts
$14.7M +$1.47M +28,153 +11%
FRA
157
FFG Retirement Advisors
Colorado
$14.2M +$2.72M +51,922 +22%
KAM
158
Knightsbridge Asset Management
California
$14M +$920K +17,582 +7%
CA
159
CSM Advisors
Pennsylvania
$13.9M -$324K -6,200 -2%
WCFA
160
Walkner Condon Financial Advisors
Wisconsin
$13.8M -$826K -15,783 -5%
MFA
161
Mayflower Financial Advisors
Massachusetts
$13.5M -$5.35M -102,330 -28%
WAS
162
Wealth Advisory Solutions
Indiana
$13.3M -$15.6M -299,018 -53%
KBC
163
Key Bridge Compliance
$13.3M +$13.9M +265,093 New
American Century Companies
164
American Century Companies
Missouri
$13.3M +$1.1M +21,000 +9%
SFI
165
SPC Financial Inc
Maryland
$13.3M +$747K +14,278 +6%
KFP
166
KMG Fiduciary Partners
Ohio
$13.3M +$686K +13,107 +5%
EH
167
Equitable Holdings
New York
$13.2M +$956K +18,271 +7%
JWM
168
Jackson Wealth Management
Florida
$13M -$18.5M -354,345 -58%
TA
169
Tectonic Advisors
Texas
$12.9M -$11.2M -214,367 -46%
LFG
170
Larson Financial Group
Missouri
$12.7M -$360K -6,879 -3%
SRSA
171
S.R. Schill & Associates
Washington
$12.4M -$1.08M -20,721 -8%
UWM
172
USAdvisors Wealth Management
Minnesota
$12.3M -$840K -16,055 -6%
9WM
173
9258 Wealth Management
Ohio
$12.1M -$683K -13,056 -5%
KBFS
174
Kohmann Bosshard Financial Services
Ohio
$12M
Allianz Asset Management
175
Allianz Asset Management
Germany
$11.8M +$12.3M +234,896 +1,067,709%