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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MHB
176
Midwest Heritage Bank
Iowa
$6.93M +$834K +15,931 +14%
NC
177
NovaPoint Capital
Georgia
$6.85M +$377K +7,206 +6%
CC
178
Copperleaf Capital
North Carolina
$6.67M +$303K +5,792 +5%
American Century Companies
179
American Century Companies
Missouri
$6.63M -$2.32M -44,400 -26%
ACP
180
Aveo Capital Partners
Colorado
$6.54M +$256K +4,898 +4%
EH
181
Equitable Holdings
New York
$6.53M +$616K +11,755 +11%
CA
182
CoreCap Advisors
Michigan
$6.45M -$361K -6,902 -5%
WWP
183
WR Wealth Planners
Missouri
$6.45M +$6.36M +121,460 New
VBFP
184
Valtinson Bruner Financial Planning
Minnesota
$6.14M -$826K -15,771 -12%
CI
185
CX Institutional
Indiana
$6.11M +$213K +4,059 +4%
TC
186
TownSquare Capital
Utah
$6.06M +$1.05M +20,045 +21%
BTWM
187
Baker Tilly Wealth Management
Wisconsin
$6.02M +$1.31M +25,098 +28%
SPI
188
Sutton Place Investors
New York
$5.89M +$1.16M +22,060 +23%
FHA
189
Flagship Harbor Advisors
Massachusetts
$5.86M +$1.97M +37,635 +52%
MCWS
190
McKinley Carter Wealth Services
West Virginia
$5.71M -$147K -2,807 -3%
WEG
191
World Equity Group
Illinois
$5.67M +$5.59M +106,779 New
EGA
192
E&G Advisors
Texas
$5.43M -$110K -2,103 -2%
SAM
193
Strategic Asset Management
Minnesota
$5.41M +$549K +10,487 +11%
CPA
194
Capital Planning Advisors
California
$5.32M +$135K +2,585 +3%
CIA
195
Compass Ion Advisors
Pennsylvania
$5.31M -$149K -2,852 -3%
AWA
196
ARQ Wealth Advisors
Arizona
$5.23M +$809K +15,451 +19%
SPIA
197
Steward Partners Investment Advisory
New York
$5.18M +$4.78M +91,208 +1,429%
LNC
198
Lincoln National Corp
Pennsylvania
$5.16M +$1.01M +19,310 +25%
IRC
199
Investors Research Corp
Georgia
$5.11M +$1.23M +23,428 +32%
FHC
200
First Heartland Consultants
Missouri
$5.09M -$2.65M -50,674 -35%