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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Fifth Third Bancorp
151
Fifth Third Bancorp
Ohio
$23M +$4.33M +74,018 +25%
Principal Financial Group
152
Principal Financial Group
Iowa
$22M +$272K +4,646 +1%
CWS
153
Cypress Wealth Services
California
$21.7M -$3.53M -60,256 -15%
AR
154
Apeiron RIA
Texas
$21.7M +$45.5K +777 +0.2%
KV
155
Kickstand Ventures
New York
$21.6M +$8.14M +138,976 +66%
WAOI
156
Wealth Advisors of Iowa
Iowa
$21.5M -$4.02M -68,672 -16%
T
157
Tidemark
California
$21.3M +$310K +5,286 +2%
MHWM
158
Montz Harcus Wealth Management
Louisiana
$21M -$1.01M -17,226 -5%
RA
159
Rational Advisors
New York
$20.9M +$19.9M +339,880 New
CA
160
CSM Advisors
Pennsylvania
$20.8M -$300K -5,120 -1%
LAS
161
Legacy Advisory Services
Pennsylvania
$20.4M -$298K -5,089 -2%
EIA
162
Eldridge Investment Advisors
New Hampshire
$20.3M +$4.3M +73,490 +29%
T
163
TNF
Montana
$20.3M -$485K -8,274 -2%
VCM
164
Vivaldi Capital Management
Illinois
$20.3M -$150K -2,555 -0.8%
WA
165
WBH Advisory
Maryland
$19.9M +$820K +14,004 +5%
SCM
166
SOL Capital Management
Maryland
$19.9M +$8.21M +140,124 +76%
AI
167
Atria Investments
North Carolina
$19.7M -$797K -13,613 -4%
SCM
168
Steele Capital Management
Iowa
$19.7M -$1.18M -20,202 -6%
IA
169
IFG Advisory
Georgia
$19.4M +$12.1M +206,487 +191%
WCM
170
Windsor Capital Management
Arizona
$19.3M -$747K -12,763 -4%
AFP
171
Ausdal Financial Partners
Iowa
$19M -$2.7M -46,183 -13%
TWM
172
Tradition Wealth Management
Minnesota
$19M -$5.39M -92,068 -23%
MFA
173
Mayflower Financial Advisors
Massachusetts
$18.8M -$3.17M -54,202 -15%
KAM
174
Knightsbridge Asset Management
California
$18.6M
FRA
175
FFG Retirement Advisors
Colorado
$18.5M -$1.19M -20,298 -6%