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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NAS
176
Nicolet Advisory Services
Wisconsin
$936K -$1.13M -31,419 -50%
LFAS
177
Level Four Advisory Services
Texas
$931K +$1.11M +30,824 New
FC
178
Forte Capital
New York
$929K -$25.4K -707 -2%
5L
179
55I LLC
Massachusetts
$904K +$993K +27,674 New
PIA
180
Pinion Investment Advisors
Kansas
$885K +$24.3K +676 +2%
Northern Trust
181
Northern Trust
Illinois
$828K
Koshinski Asset Management
182
Koshinski Asset Management
Illinois
$820K +$126K +3,503 +15%
AA
183
Alesco Advisors
New York
$819K -$131K -3,639 -12%
BSW
184
Buckingham Strategic Wealth
Missouri
$805K +$955K +26,627 New
AIS
185
American Investment Services
Massachusetts
$798K +$256K +7,124 +37%
NRI
186
NFP Retirement Inc
California
$792K -$8.54K -238 -0.9%
ACS
187
Archford Capital Strategies
Illinois
$788K +$443K +12,353 +90%
MML Investors Services
188
MML Investors Services
Massachusetts
$750K -$366K -10,212 -29%
T
189
TrueFG
Texas
$750K +$192K +5,346 +27%
CAM
190
Concorde Asset Management
Michigan
$739K +$130K +3,614 +18%
TFA
191
Teamwork Financial Advisors
Texas
$726K +$339K +9,461 +65%
CIAS
192
Capital Investment Advisory Services
North Carolina
$722K -$2.78M -77,455 -76%
IFWM
193
Institute for Wealth Management
Colorado
$719K +$40.4K +1,126 +5%
IAA
194
Independent Advisor Alliance
North Carolina
$718K -$10M -279,197 -92%
Northwestern Mutual Wealth Management
195
Northwestern Mutual Wealth Management
Wisconsin
$675K -$1.22M -33,967 -60%
KCPG
196
Kavar Capital Partners Group
Kansas
$674K +$67.8K +1,890 +9%
SMC
197
Smith, Moore & Co
Missouri
$658K -$13.6K -378 -2%
DI
198
DFPG Investments
Utah
$649K -$54K -1,504 -7%
IWM
199
IHT Wealth Management
Illinois
$601K +$515K +14,352 +261%
CWM
200
Cornerstone Wealth Management
Missouri
$599K +$711K +19,815 New