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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WP
176
WealthPLAN Partners
Nebraska
$2.58M +$74.8K +1,793 +3%
CPO
177
Cerity Partners OCIO
New York
$2.52M -$104K -2,492 -4%
CCM
178
Ciovacco Capital Management
Georgia
$2.52M +$2.39M +57,299 New
TWM
179
Trinity Wealth Management
Pennsylvania
$2.46M +$2.33M +55,985 New
Jane Street
180
Jane Street
New York
$2.46M -$137K -3,291 -6%
FHA
181
Flagship Harbor Advisors
Massachusetts
$2.44M +$1.7M +40,743 +278%
SWP
182
Strategic Wealth Partners
Ohio
$2.4M +$78.6K +1,885 +4%
FWI
183
Facet Wealth Inc
Maryland
$2.38M +$2.26M +54,148 New
BPA
184
Beacon Pointe Advisors
California
$2.38M +$4.59K +110 +0.2%
TC
185
TownSquare Capital
Utah
$2.37M +$658K +15,769 +41%
RFN
186
RDA Financial Network
Iowa
$2.36M -$773K -18,534 -26%
CFGF
187
Compass Financial Group (Florida)
Florida
$2.36M -$9.84K -236 -0.4%
NFG
188
Nations Financial Group
Iowa
$2.27M -$1.08M -25,981 -33%
BTWM
189
Baker Tilly Wealth Management
Wisconsin
$2.23M +$2.12M +50,758 New
FFC
190
Fure Financial Corporation
Minnesota
$2.22M +$82K +1,967 +4%
SIA
191
Strategic Investment Advisors
Michigan
$2.04M -$5.09M -122,042 -72%
Cetera Investment Advisers
192
Cetera Investment Advisers
Illinois
$2.04M +$1.34M +32,096 +224%
ECA
193
Elevated Capital Advisors
Utah
$2.02M -$140K -3,349 -7%
CMBA
194
C.M. Bidwell & Associates
Hawaii
$2.01M -$201K -4,825 -10%
KAS
195
Kestra Advisory Services
Texas
$1.98M +$77.3K +1,853 +4%
IWC
196
Integrated Wealth Concepts
Massachusetts
$1.98M +$1.55M +37,156 +479%
FC
197
Financial Consulate
Maryland
$1.95M +$68.1K +1,632 +4%
Truist Financial
198
Truist Financial
North Carolina
$1.94M +$250K +5,984 +16%
AIS
199
American Investment Services
Massachusetts
$1.93M -$39.6K -949 -2%
BHWM
200
Bay Harbor Wealth Management
Maryland
$1.89M -$1.25M -30,065 -41%