We are live on ! Find out more
SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WWM
176
Windsor Wealth Management
Indiana
$1.31M -$336K -9,757 -21%
ADL
177
Asset Dedication LLC
California
$1.31M +$77.5K +2,255 +7%
TPA
178
Trivium Point Advisory
Connecticut
$1.28M +$1.18M +34,298 New
Northwestern Mutual Wealth Management
179
Northwestern Mutual Wealth Management
Wisconsin
$1.27M +$434K +12,607 +56%
CAS
180
Cascadia Advisory Services
Oregon
$1.23M +$1.17M +33,892 New
PIA
181
Pinion Investment Advisors
Kansas
$1.21M +$139K +4,051 +14%
DRS
182
Deane Retirement Strategies
Louisiana
$1.18M -$7.12K -207 -0.6%
ACS
183
Archford Capital Strategies
Illinois
$1.17M +$217K +6,309 +24%
FC
184
Forte Capital
New York
$1.16M +$39.3K +1,142 +4%
CC
185
Copperleaf Capital
North Carolina
$1.15M +$1.09M +31,728 New
MIAN
186
Mariner Independent Advisor Network
Kansas
$1.09M +$580K +16,878 +129%
CWM
187
Cornerstone Wealth Management
Missouri
$1.05M +$318K +9,244 +47%
SDWMA
188
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.05M -$196K -5,703 -16%
JP Morgan Chase
189
JP Morgan Chase
New York
$1.03M +$980K +28,503 New
KCPG
190
Kavar Capital Partners Group
Kansas
$1.03M +$206K +6,000 +27%
T
191
TrueFG
Texas
$1.02M +$117K +3,414 +14%
Koshinski Asset Management
192
Koshinski Asset Management
Illinois
$1.02M +$35.9K +1,045 +4%
TFA
193
Teamwork Financial Advisors
Texas
$1.01M +$136K +3,965 +17%
PFA
194
Professional Financial Advisors
Nebraska
$1.01M -$618K -17,983 -39%
Northern Trust
195
Northern Trust
Illinois
$992K
ECA
196
Elevated Capital Advisors
Utah
$990K +$810K +23,560 New
AA
197
Alesco Advisors
New York
$986K +$3.99K +116 +0.4%
PG
198
Prostatis Group
Maryland
$985K +$358K +10,397 +62%
GWM
199
Geneos Wealth Management
Colorado
$981K +$494K +14,367 +107%
CA
200
Corrado Advisors
New Jersey
$956K -$177K -5,136 -16%