We are live on ! Find out more
SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SA
151
Scarborough Advisors
Maryland
$30.5M +$17M +261,119 +137%
CWG
152
Crown Wealth Group
North Carolina
$30.5M +$963K +14,812 +3%
GAG
153
Goodman Advisory Group
Massachusetts
$30.5M +$42.9K +660 +0.1%
Fifth Third Bancorp
154
Fifth Third Bancorp
Ohio
$30.4M +$2.47M +38,019 +9%
SWM
155
Sugarloaf Wealth Management
Georgia
$30.3M +$389K +5,975 +1%
TWM
156
TSA Wealth Management
Texas
$29.7M -$3.95M -60,769 -12%
NA
157
Nottingham Advisors
New York
$29.7M -$7.23M -111,187 -20%
LAS
158
Lloyd Advisory Services
Georgia
$29.7M -$365K -5,609 -1%
WWG
159
West Wealth Group
California
$29.4M -$4.03M -61,893 -12%
EIA
160
Eldridge Investment Advisors
New Hampshire
$29.3M +$3.43M +52,674 +14%
EWM
161
Executive Wealth Management
Michigan
$28.2M -$862K -13,251 -3%
WCFA
162
Walkner Condon Financial Advisors
Wisconsin
$27.6M +$2.46M +37,786 +10%
BHB
163
Bank Hapoalim BM
Israel
$27.4M -$5.27M -81,000 -17%
Envestnet Portfolio Solutions
164
Envestnet Portfolio Solutions
Illinois
$27.1M -$14.8K -227 -0.1%
SFWA
165
Summit Financial Wealth Advisors
Louisiana
$26.9M +$25.9M +398,372 New
LFG
166
Larson Financial Group
Missouri
$26.8M +$2.26M +34,689 +10%
FI
167
Financial Insights
Washington
$26.3M -$5.82M -89,522 -19%
CG
168
Clarus Group
Texas
$26M +$516K +7,932 +2%
FFWA
169
Forthright Family Wealth Advisory
Texas
$25.9M -$21.6M -332,660 -48%
MHWM
170
Montz Harcus Wealth Management
Louisiana
$25.9M +$2.75M +42,283 +12%
EH
171
Equitable Holdings
New York
$25.9M +$6.51M +100,066 +35%
RIS
172
Retirement Income Solutions
Michigan
$25.8M +$94.3K +1,450 +0.4%
Principal Financial Group
173
Principal Financial Group
Iowa
$25.8M +$802K +12,336 +3%
AWS
174
Atria Wealth Solutions
New York
$25.2M -$2.37M -36,500 -9%
WWA
175
WCG Wealth Advisors
Nevada
$24.7M -$6.98M -107,401 -23%