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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FHC
151
First Heartland Consultants
Missouri
$19.6M +$162K +3,092 +0.9%
Two Sigma Advisers
152
Two Sigma Advisers
New York
$19.4M +$9.79M +186,800 +116%
VCM
153
Vivaldi Capital Management
Illinois
$19.4M +$1.14M +21,695 +7%
SWM
154
Sugarloaf Wealth Management
Georgia
$19.4M -$464K -8,859 -2%
CA
155
CSM Advisors
Pennsylvania
$19.2M +$3.49M +66,544 +24%
Thrivent Financial for Lutherans
156
Thrivent Financial for Lutherans
Minnesota
$19.2M -$1.52M -29,088 -8%
Truist Financial
157
Truist Financial
North Carolina
$19.1M +$8.3M +158,523 +87%
T
158
Tidemark
California
$19M +$17.8M +340,367 New
SCM
159
Steele Capital Management
Iowa
$19M +$17.8M +340,165 New
LAS
160
Legacy Advisory Services
Pennsylvania
$18.8M +$17.6M +336,147 New
AI
161
Atria Investments
North Carolina
$18.7M +$1.89M +36,066 +12%
KAM
162
Knightsbridge Asset Management
California
$18.6M +$2.84M +54,130 +19%
JF
163
Jump Financial
Illinois
$18.4M +$17.2M +328,605 New
MLA
164
My Legacy Advisors
Oregon
$18.4M +$1.01M +19,252 +6%
WCM
165
Windsor Capital Management
Arizona
$18.3M -$489K -9,331 -3%
AF
166
Advisornet Financial
Minnesota
$18.1M +$1.11M +21,262 +7%
BWM
167
Baystate Wealth Management
Massachusetts
$18M +$1.56M +29,844 +10%
FRA
168
FFG Retirement Advisors
Colorado
$18M +$2.02M +38,589 +14%
AP
169
Americana Partners
Texas
$17.7M +$191K +3,650 +1%
Envestnet Portfolio Solutions
170
Envestnet Portfolio Solutions
Illinois
$17.5M +$5.36M +102,384 +49%
LFAS
171
Level Four Advisory Services
Texas
$17.4M +$492K +9,392 +3%
WA
172
WBH Advisory
Maryland
$17.3M +$825K +15,754 +5%
Allianz Asset Management
173
Allianz Asset Management
Germany
$16.8M +$3.48M +66,409 +28%
Fifth Third Bancorp
174
Fifth Third Bancorp
Ohio
$16.8M +$5.04M +96,199 +47%
FHA
175
Flagship Harbor Advisors
Massachusetts
$16.7M +$4.37M +83,460 +39%