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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FCA
176
FLC Capital Advisors
California
$4.37M +$133K +2,572 +3%
CAS
177
Cascadia Advisory Services
Oregon
$4.31M -$198K -3,814 -4%
IWN
178
Independent Wealth Network
Iowa
$4.3M +$4.08M +78,747 New
SAM
179
Strategic Asset Management
Minnesota
$4.25M +$4.27M +82,313 New
BTWM
180
Baker Tilly Wealth Management
Wisconsin
$4.22M +$1.33M +25,621 +44%
Susquehanna International Group
181
Susquehanna International Group
Pennsylvania
$4.09M +$2.1M +40,479 +100%
FCI
182
Financial Counselors Inc
Kansas
$4.08M
VIA
183
Vickerman Investment Advisors
Washington
$4.05M +$4.16M +80,267 New
WP
184
WealthPLAN Partners
Nebraska
$3.97M +$491K +9,475 +15%
AAM
185
Ameraudi Asset Management
New York
$3.92M -$66K -1,272 -2%
LNC
186
Lincoln National Corp
Pennsylvania
$3.91M +$962K +18,556 +31%
FHC
187
First Heartland Consultants
Missouri
$3.87M +$469K +9,049 +13%
SFP
188
Shepherd Financial Partners
Massachusetts
$3.77M -$7.94K -153 -0.2%
Lido Advisors
189
Lido Advisors
California
$3.73M +$3.84M +73,971 New
OWA
190
Outlook Wealth Advisors
Texas
$3.72M -$101K -1,944 -3%
GF
191
Goodman Financial
Texas
$3.58M +$18.8K +363 +0.5%
VAS
192
Vestmark Advisory Solutions
Massachusetts
$3.55M +$3.65M +70,440 New
TWM
193
Trinity Wealth Management
Pennsylvania
$3.48M +$53.7K +1,036 +2%
SCM
194
Southport Capital Management
Tennessee
$3.43M -$298K -5,745 -8%
HWMA
195
Heritage Wealth Management (Arizona)
Arizona
$3.33M -$715K -13,780 -17%
PFG
196
Pacific Financial Group
Washington
$3.3M +$1.6M +30,920 +90%
WAS
197
Wealth Advisory Solutions
Indiana
$3.23M -$211K -4,066 -6%
TC
198
TownSquare Capital
Utah
$3.23M +$295K +5,697 +10%
CPW
199
Catalyst Private Wealth
California
$3.2M -$26.9K -518 -0.8%
FWM
200
Frontier Wealth Management
Missouri
$3.19M -$256K -4,938 -7%