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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
K
176
Kemper
Illinois
$6.33M -$4.65M -86,129 -43%
DWM
177
Denver Wealth Management
Colorado
$6.33M +$6.12M +113,415 New
MA
178
MJP Associates
Connecticut
$6.32M -$34.6K -641 -0.6%
FWP
179
Firethorn Wealth Partners
Georgia
$6.3M +$6.1M +112,938 New
EH
180
Equitable Holdings
New York
$6.21M +$1.16M +21,535 +24%
T
181
TCWP
Ohio
$6.21M +$6M +111,142 New
CI
182
CX Institutional
Indiana
$6.19M -$5.76M -106,630 -49%
MCWS
183
McKinley Carter Wealth Services
West Virginia
$6.16M -$115K -2,126 -2%
MWM
184
Maripau Wealth Management
Indiana
$6.16M +$6.3M +116,614 New
PFGIA
185
Patriot Financial Group Insurance Agency
Massachusetts
$5.99M +$867K +16,053 +18%
CF
186
Centaurus Financial
California
$5.97M +$42.3K +784 +0.7%
BAM
187
Belpointe Asset Management
Nevada
$5.87M -$757K -14,016 -12%
EGA
188
E&G Advisors
Texas
$5.83M -$31.5K -584 -0.6%
CIA
189
Compass Ion Advisors
Pennsylvania
$5.74M +$18.1K +335 +0.3%
AIA
190
Acute Investment Advisory
Arizona
$5.52M +$5.34M +98,907 New
CPA
191
Capital Planning Advisors
California
$5.44M +$245K +4,537 +5%
SPI
192
Sutton Place Investors
New York
$5.33M +$5.16M +95,543 New
TC
193
TownSquare Capital
Utah
$5.25M +$1.62M +30,016 +47%
CAG
194
Csenge Advisory Group
Florida
$5.17M +$70.5K +1,306 +1%
SAM
195
Strategic Asset Management
Minnesota
$5.1M +$486K +9,009 +11%
CWA
196
Clarus Wealth Advisors
Arizona
$5.09M +$49.4K +915 +1%
Bank of New York Mellon
197
Bank of New York Mellon
New York
$5.03M -$4M -73,987 -45%
PWPS
198
Pinnacle Wealth Planning Services
Ohio
$4.93M -$511K -9,469 -10%
BTWM
199
Baker Tilly Wealth Management
Wisconsin
$4.92M +$244K +4,513 +5%
OPS
200
Orion Portfolio Solutions
Nebraska
$4.86M +$2.23M +41,238 +90%