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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
176
Adams Wealth Management
Utah
$6.47M +$7.2M +154,087 New
PFGIA
177
Patriot Financial Group Insurance Agency
Massachusetts
$6.44M +$404K +8,653 +6%
FAIM
178
Financial Advocates Investment Management
Washington
$6.36M -$2.83M -60,563 -29%
VAS
179
Vestmark Advisory Solutions
Massachusetts
$6.31M +$3.67M +78,565 +110%
Mercer Global Advisors
180
Mercer Global Advisors
Colorado
$6.17M -$256K -5,473 -4%
CRI
181
Colonial River Investments
Virginia
$5.93M +$559K +11,974 +9%
MWM
182
Maripau Wealth Management
Indiana
$5.89M +$270K +5,782 +5%
V
183
Veritable
Delaware
$5.86M +$71K +1,520 +1%
AWE
184
Avidian Wealth Enterprises
Texas
$5.84M +$1.75M +37,471 +37%
Geode Capital Management
185
Geode Capital Management
Massachusetts
$5.84M
MFS
186
McNamara Financial Services
Massachusetts
$5.74M -$18.9K -404 -0.3%
CA
187
CoreCap Advisors
Michigan
$5.69M +$366K +7,832 +6%
HJMC
188
Hellman Jordan Management Company
Massachusetts
$5.67M +$6.31M +135,084 New
MFA
189
Morling Financial Advisors
California
$5.61M -$137K -2,938 -2%
SSWM
190
Sheets Smith Wealth Management
North Carolina
$5.52M +$11.4K +244 +0.2%
CA
191
Continuum Advisory
Idaho
$5.52M +$698K +14,956 +13%
IRC
192
Investors Research Corp
Georgia
$5.51M +$680K +14,572 +12%
NC
193
NovaPoint Capital
Georgia
$5.41M +$1.09M +23,389 +22%
WWP
194
WR Wealth Planners
Missouri
$5.37M +$89.5K +1,916 +2%
WHCI
195
W.H. Cornerstone Investments
Massachusetts
$5.35M +$5.94M +127,298 New
American Century Companies
196
American Century Companies
Missouri
$5.34M +$1.99M +42,700 +51%
SGI
197
Summit Global Investments
Utah
$5.27M +$3.32M +71,030 +130%
AI
198
Atria Investments
North Carolina
$5.22M +$968K +20,724 +20%
TC
199
TownSquare Capital
Utah
$5.2M +$293K +6,277 +5%
VRM
200
Vectors Research Management
New York
$5.16M -$1.85M -39,694 -24%