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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFS
151
Compass Financial Services
Iowa
$34.9M +$485K +7,013 +1%
NRI
152
NFP Retirement Inc
California
$34.9M +$4.19M +60,575 +13%
PA
153
PSI Advisors
Florida
$34.2M +$687K +9,931 +2%
CA
154
CSM Advisors
Pennsylvania
$33.7M -$867K -12,530 -2%
SA
155
Sanctuary Advisors
Indiana
$33.1M -$6.12M -88,549 -15%
FHC
156
First Heartland Consultants
Missouri
$32.9M +$628K +9,076 +2%
HBFP
157
Henderson Brothers Financial Partners
Pennsylvania
$32.8M +$28.3M +409,057 New
LSERS
158
Louisiana State Employees Retirement System
Louisiana
$32.7M +$8.16M +118,000 +31%
MW
159
Maia Wealth
Colorado
$32.7M -$2.49M -36,026 -7%
SFP
160
Strategic Financial Partners
Oregon
$32.5M -$4.23M -61,166 -11%
Fifth Third Bancorp
161
Fifth Third Bancorp
Ohio
$32.5M +$1.5M +21,617 +5%
C1AG
162
Client 1st Advisory Group
Florida
$32M +$813K +11,753 +2%
HFA
163
Highland Financial Advisors
New Jersey
$31.6M +$1.19M +17,229 +4%
MGIA
164
Moneta Group Investment Advisors
Missouri
$31.2M +$177K +2,553 +0.5%
KFP
165
KMG Fiduciary Partners
Ohio
$31.1M -$1.09M -15,762 -3%
Principal Financial Group
166
Principal Financial Group
Iowa
$30.9M +$1.16M +16,807 +4%
LFG
167
Larson Financial Group
Missouri
$30.9M +$6.87M +99,315 +27%
IWM
168
IHT Wealth Management
Illinois
$30.8M -$26.6M -384,570 -45%
RFS
169
Retirement Financial Solutions
Tennessee
$30.7M +$12.9M +185,883 +66%
Citadel Advisors
170
Citadel Advisors
Florida
$30.4M +$24.3M +351,438 +317%
LIA
171
Luken Investment Analytics
Tennessee
$30.4M +$20.8M +301,110 +187%
MFG
172
Merit Financial Group
Georgia
$30.3M -$12M -172,922 -27%
BHB
173
Bank Hapoalim BM
Israel
$30.2M +$3.67M +53,000 +13%
EH
174
Equitable Holdings
New York
$30M +$7.34M +106,145 +30%
BFG
175
Buttonwood Financial Group
Missouri
$29.9M -$3.31M -47,826 -9%