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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HFA
151
Highland Financial Advisors
New Jersey
$28.3M +$3.95M +64,192 +17%
RAM
152
Revere Asset Management
Texas
$28.2M +$27.1M +440,021 New
CWG
153
Crown Wealth Group
North Carolina
$28M -$6.3M -102,284 -19%
SFP
154
Strategic Financial Partners
Oregon
$27.6M +$690K +11,205 +3%
EWM
155
Executive Wealth Management
Michigan
$27.5M +$1.02M +16,522 +4%
Fifth Third Bancorp
156
Fifth Third Bancorp
Ohio
$26.4M +$2.38M +38,578 +10%
AWS
157
Atria Wealth Solutions
New York
$26.2M +$55.7K +905 +0.2%
Envestnet Portfolio Solutions
158
Envestnet Portfolio Solutions
Illinois
$25.7M +$1.46M +23,765 +6%
BFG
159
Buttonwood Financial Group
Missouri
$24.5M -$12.3M -199,172 -34%
RIS
160
Retirement Income Solutions
Michigan
$24.4M -$2.26M -36,751 -9%
EIA
161
Eldridge Investment Advisors
New Hampshire
$24.4M +$3.13M +50,772 +15%
CG
162
Clarus Group
Texas
$24.1M +$23M +373,176 +9,683%
FFN
163
Focus Financial Network
Minnesota
$24.1M -$2.84M -46,182 -11%
IA
164
IFG Advisory
Georgia
$23.9M +$3.65M +59,230 +19%
WCFA
165
Walkner Condon Financial Advisors
Wisconsin
$23.7M -$4.01M -65,153 -15%
Principal Financial Group
166
Principal Financial Group
Iowa
$23.7M +$751K +12,197 +3%
IPA
167
Investment Planning Advisors
Georgia
$23.7M +$22.8M +369,935 New
IMC Chicago
168
IMC Chicago
Illinois
$23.5M +$22.6M +367,790 New
AF
169
Advisornet Financial
Minnesota
$23.5M -$3.8M -61,707 -14%
LFG
170
Larson Financial Group
Missouri
$23.1M +$5.35M +86,851 +32%
KAM
171
Knightsbridge Asset Management
California
$22.8M +$1.44M +23,447 +7%
AIM
172
Astor Investment Management
Illinois
$22M -$3.75M -60,902 -15%
LFAS
173
Level Four Advisory Services
Texas
$21.9M +$1.36M +22,026 +7%
MHWM
174
Montz Harcus Wealth Management
Louisiana
$21.8M -$3.57K -58 -0%
CA
175
CSM Advisors
Pennsylvania
$21.6M -$49.3K -800 -0.2%