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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IA
176
IFP Advisors
Florida
$55.6M +$7.94M +93,035 +17%
BPWM
177
Badgley Phelps Wealth Managers
Washington
$54.7M -$1.5M -17,605 -3%
FEG
178
Financial Enhancement Group
Indiana
$54.7M +$52.9K +620 +0.1%
SC
179
Savant Capital
Illinois
$54.6M +$29.2M +342,737 +107%
Lido Advisors
180
Lido Advisors
California
$54.1M +$16.2M +189,363 +44%
Bank of Nova Scotia
181
Bank of Nova Scotia
Ontario, Canada
$54M +$24M +281,110 +84%
KV
182
Kickstand Ventures
New York
$53.7M -$18.5M -216,939 -26%
FFA
183
Farther Finance Advisors
California
$53.4M +$7.87M +92,278 +18%
IPA
184
Investment Planning Advisors
Georgia
$53.2M +$2.28M +26,732 +5%
C1AG
185
Client 1st Advisory Group
Florida
$52.7M +$760K +8,905 +2%
FHA
186
Flagship Harbor Advisors
Massachusetts
$52.6M +$2.29M +26,856 +5%
Stifel Financial
187
Stifel Financial
Missouri
$52.6M +$21.8M +255,380 +75%
NSAM
188
North Star Asset Management
Wisconsin
$52.5M +$221K +2,590 +0.4%
GIA
189
Gladstone Institutional Advisory
Florida
$52.2M +$56.6K +663 +0.1%
QFPS
190
Quantum Financial Planning Services
Washington
$51.4M +$3.88M +45,476 +8%
BC
191
Bricktown Capital
Michigan
$51.3M +$4.84M +56,785 +11%
AAS
192
Asset Allocation Strategies
Michigan
$50.7M +$11.7M +136,852 +31%
BCM
193
Brookstone Capital Management
Illinois
$50.7M -$346K -4,054 -0.7%
TWM
194
TSA Wealth Management
Texas
$50.4M +$15.4M +181,074 +46%
WCFA
195
Walkner Condon Financial Advisors
Wisconsin
$49.1M +$1.8M +21,064 +4%
CIA
196
Compass Ion Advisors
Pennsylvania
$48.3M -$590K -6,914 -1%
PA
197
PSI Advisors
Florida
$48.2M -$6.55M -76,819 -12%
BWF
198
Better Way Financial
Pennsylvania
$47.9M +$46.5M +545,492 New
LFAS
199
Level Four Advisory Services
Texas
$47.8M +$1.24M +14,506 +3%
CIA
200
Concurrent Investment Advisors
Florida
$47.8M +$3.24M +38,032 +8%