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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GIA
151
Gladstone Institutional Advisory
Florida
$49.2M -$2.29M -28,839 -4%
BCM
152
Brookstone Capital Management
Illinois
$48.6M -$1.84M -23,126 -4%
PA
153
PSI Advisors
Florida
$48.5M +$1.19M +14,917 +3%
CWM
154
Cornerstone Wealth Management
Missouri
$48.3M +$1.81M +22,740 +4%
LSWP
155
Liberty Square Wealth Partners
Pennsylvania
$48.2M +$11.1M +140,053 +30%
AAG
156
Armstrong Advisory Group
Massachusetts
$47.9M +$44M +552,885 +1,254%
Principal Financial Group
157
Principal Financial Group
Iowa
$47.8M -$356K -4,478 -0.7%
SFP
158
Strategic Financial Partners
Oregon
$47.6M +$949K +11,927 +2%
EH
159
Equitable Holdings
New York
$46.8M +$3.86M +48,593 +9%
OWA
160
One Wealth Advisors
California
$46.6M +$808K +10,164 +2%
FHC
161
First Heartland Consultants
Missouri
$46.6M +$125K +1,569 +0.3%
CIA
162
Compass Ion Advisors
Pennsylvania
$46.4M -$533K -6,707 -1%
WA
163
Waverly Advisors
Alabama
$46.3M -$26.8K -337 -0.1%
SFA
164
Sequoia Financial Advisors
Ohio
$44.8M +$1.36M +17,161 +3%
PBF
165
Petix & Botte Financial
California
$44.8M +$6.67M +83,873 +18%
GWM
166
Geneos Wealth Management
Colorado
$44.3M +$720K +9,059 +2%
IA
167
IFP Advisors
Florida
$44.2M -$1.7M -21,354 -4%
RIM
168
Rockbridge Investment Management
New York
$43.4M +$5.12M +64,335 +13%
FHA
169
Flagship Harbor Advisors
Massachusetts
$43.4M -$4.98M -62,617 -10%
C1AG
170
Client 1st Advisory Group
Florida
$42.7M +$497K +6,253 +1%
JWM
171
Jackson Wealth Management
Florida
$42.6M -$2.65M -33,262 -6%
IPA
172
Investment Planning Advisors
Georgia
$42M +$553K +6,952 +1%
KFGK
173
Keystone Financial Group (Kentucky)
Kentucky
$42M +$576K +7,243 +1%
MA
174
MONECO Advisors
Connecticut
$41.9M +$7.35M +92,425 +21%
SCM
175
SOL Capital Management
Maryland
$41.6M -$8.28M -104,168 -17%