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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OWA
151
One Wealth Advisors
California
$52.3M +$8.17M +102,099 +18%
EH
152
Equitable Holdings
New York
$52M +$5.15M +64,441 +11%
FEG
153
Financial Enhancement Group
Indiana
$52M -$1.78M -22,313 -3%
PWA
154
Physician Wealth Advisors
Utah
$51.7M +$20.8M +259,431 +62%
LSERS
155
Louisiana State Employees Retirement System
Louisiana
$51.5M +$17M +212,600 +46%
LSWP
156
Liberty Square Wealth Partners
Pennsylvania
$51.3M +$5.49M +68,621 +11%
SA
157
Sanctuary Advisors
Indiana
$51.2M +$17M +212,553 +47%
HPC
158
HM Payson & Co
Maine
$50.6M -$4.06M -50,758 -7%
HAG
159
HighPoint Advisor Group
Illinois
$50M +$12M +149,598 +30%
RIM
160
Rockbridge Investment Management
New York
$49.1M +$8.03M +100,435 +19%
BPWM
161
Badgley Phelps Wealth Managers
Washington
$49M -$401K -5,018 -0.8%
CWM
162
Cornerstone Wealth Management
Missouri
$48.3M +$2.31M +28,837 +5%
PBF
163
Petix & Botte Financial
California
$47.9M -$19.6M -245,104 -44%
PA
164
PSI Advisors
Florida
$47.8M +$1.66M +20,737 +3%
Focus Partners Wealth
165
Focus Partners Wealth
Massachusetts
$47.8M -$4.14M -51,751 -8%
MA
166
MONECO Advisors
Connecticut
$47.2M +$7.57M +94,667 +18%
FHC
167
First Heartland Consultants
Missouri
$46.3M +$1.92M +24,040 +4%
NSAM
168
North Star Asset Management
Wisconsin
$45.5M -$11M -137,632 -19%
GIA
169
Gladstone Institutional Advisory
Florida
$45.4M -$1.55M -19,379 -3%
SFP
170
Strategic Financial Partners
Oregon
$45.3M -$121K -1,508 -0.3%
C1AG
171
Client 1st Advisory Group
Florida
$45.2M +$4.65M +58,180 +11%
HGWM
172
Horst & Graben Wealth Management
Oregon
$45M +$8.88M +110,962 +26%
Principal Financial Group
173
Principal Financial Group
Iowa
$45M -$613K -7,662 -1%
WA
174
Waverly Advisors
Alabama
$44.9M +$832K +10,399 +2%
BCM
175
Brookstone Capital Management
Illinois
$44.5M -$1.95M -24,419 -4%