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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
$33.9M -$659K -9,502 -2%
KFP
152
KMG Fiduciary Partners
Ohio
$33.7M +$2.19M +31,630 +7%
C1AG
153
Client 1st Advisory Group
Florida
$32.7M -$28.1K -405 -0.1%
Fifth Third Bancorp
154
Fifth Third Bancorp
Ohio
$32.6M +$1.52M +21,977 +5%
MGIA
155
Moneta Group Investment Advisors
Missouri
$32.5M -$1.07M -15,448 -3%
NRI
156
NFP Retirement Inc
California
$32.4M +$516K +7,443 +2%
HFA
157
Highland Financial Advisors
New Jersey
$32M +$545K +7,867 +2%
GAG
158
Goodman Advisory Group
Massachusetts
$31.6M +$526K +7,595 +2%
SWM
159
Sugarloaf Wealth Management
Georgia
$31.5M +$492K +7,094 +2%
Principal Financial Group
160
Principal Financial Group
Iowa
$31.2M +$4.91M +70,841 +19%
RIS
161
Retirement Income Solutions
Michigan
$31M +$4.59M +66,235 +17%
DLIC
162
Daido Life Insurance Company
Japan
$30.4M -$15.8M -228,658 -34%
AWS
163
Atria Wealth Solutions
New York
$29.9M +$4.17M +60,172 +16%
SA
164
Scarborough Advisors
Maryland
$29.5M -$1.67M -24,047 -5%
EIA
165
Eldridge Investment Advisors
New Hampshire
$29.5M -$402K -5,798 -1%
QFPS
166
Quantum Financial Planning Services
Washington
$29.4M +$29.6M +426,722 New
EWM
167
Executive Wealth Management
Michigan
$29.3M +$577K +8,319 +2%
TWM
168
TSA Wealth Management
Texas
$29.3M -$1.05M -15,150 -3%
NG
169
Novem Group
New York
$29.2M +$29.3M +423,309 New
NA
170
Nottingham Advisors
New York
$29M -$1.37M -19,792 -4%
WCFA
171
Walkner Condon Financial Advisors
Wisconsin
$28.2M +$64.7K +933 +0.2%
RWP
172
Ridgeline Wealth Planning
Ohio
$28.2M +$28.3M +408,871 New
PPW
173
Parcion Private Wealth
Washington
$28.1M +$28.3M +408,285 New
BHB
174
Bank Hapoalim BM
Israel
$28M
Baird Financial Group
175
Baird Financial Group
Wisconsin
$27.8M +$27.7M +399,321 +11,322%