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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FWM
176
Foresight Wealth Management
Utah
$259K -$27.9K -823 -10%
MSAM
177
Moloney Securities Asset Management
Missouri
$250K +$245K +7,231 New
ATFA
178
All Terrain Financial Advisors
Minnesota
$248K
AIM
179
Arcadia Investment Management
Michigan
$238K
LM
180
Legg Mason
Maryland
$234K -$33.2K -979 -13%
PIA
181
Pinion Investment Advisors
Kansas
$226K +$222K +6,550 New
VR
182
Viridian RIA
Washington
$222K +$222K +6,555 New
SGK
183
Steigerwald Gordon & Koch
Virginia
$221K
ADL
184
Asset Dedication LLC
California
$210K +$42.7K +1,261 +26%
USAA
185
United Services Automobile Association
Texas
$208K +$205K +6,035 New
APA
186
American Portfolios Advisors
New York
$193K -$142K -4,185 -43%
PNC Financial Services Group
187
PNC Financial Services Group
Pennsylvania
$185K +$33.1K +978 +22%
CF
188
Centaurus Financial
California
$163K +$154K +4,550 +2,917%
AIM
189
Axiom Investment Management
New York
$162K
Deutsche Bank
190
Deutsche Bank
Germany
$159K +$157K +4,625 New
RCAG
191
Rehmann Capital Advisory Group
Michigan
$155K
GWM
192
Geneos Wealth Management
Colorado
$146K
JWA
193
JFS Wealth Advisors
Pennsylvania
$140K +$305 +9 +0.2%
WP
194
WealthShield Partners
North Carolina
$127K -$136K -4,012 -52%
Fifth Third Bancorp
195
Fifth Third Bancorp
Ohio
$112K
CAPTRUST Financial Advisors
196
CAPTRUST Financial Advisors
North Carolina
$112K +$4.07K +120 +4%
SPIA
197
Steward Partners Investment Advisory
New York
$109K +$107K +3,156 New
Northwestern Mutual Wealth Management
198
Northwestern Mutual Wealth Management
Wisconsin
$104K +$21.1K +623 +26%
MA
199
MCF Advisors
Kentucky
$88K +$11.5K +340 +15%
TIM
200
Tortoise Investment Management
New York
$86K +$136 +4 +0.2%