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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PCA
176
Pallas Capital Advisors
Massachusetts
$11.8M +$4.16M +79,602 +49%
CA
177
CoreCap Advisors
Michigan
$11.7M +$1.32M +25,196 +12%
EIA
178
Eldridge Investment Advisors
New Hampshire
$11.4M +$4.43M +84,627 +60%
CW
179
Connectus Wealth
Ohio
$11.1M +$11.3M +216,536 +4,190%
FHA
180
Flagship Harbor Advisors
Massachusetts
$10.8M +$1.8M +34,321 +19%
RC
181
RBF Capital
California
$10.8M
Envestnet Portfolio Solutions
182
Envestnet Portfolio Solutions
Illinois
$10.6M +$11M +210,671 New
Fifth Third Bancorp
183
Fifth Third Bancorp
Ohio
$10.2M +$10.3M +197,854 +3,387%
AFAS
184
Acorn Financial Advisory Services
Virginia
$10.2M -$335K -6,411 -3%
FWP
185
Firethorn Wealth Partners
Georgia
$10.2M +$2.03M +38,759 +24%
SW
186
SkyOak Wealth
Michigan
$9.91M -$224K -4,281 -2%
UAS
187
United Asset Strategies
New York
$9.79M +$48.9K +934 +0.5%
KV
188
Kickstand Ventures
New York
$9.67M +$10.1M +192,348 New
LNC
189
Lincoln National Corp
Pennsylvania
$9.65M +$1.85M +35,317 +23%
PSFG
190
Prairie Sky Financial Group
Illinois
$9.63M +$10M +191,620 New
HCM
191
Hollencrest Capital Management
California
$9.31M -$1.78K -34 -0%
CA
192
Continuum Advisory
Idaho
$9.25M +$120K +2,294 +1%
MA
193
Mutual Advisors
Nebraska
$9.2M +$680K +12,991 +8%
PWPS
194
Pinnacle Wealth Planning Services
Ohio
$9.19M -$81.8K -1,563 -0.8%
Truist Financial
195
Truist Financial
North Carolina
$9.17M +$2.33M +44,634 +32%
TCM
196
Towercrest Capital Management
Pennsylvania
$9.15M -$621K -11,864 -6%
CRI
197
Colonial River Investments
Virginia
$9.05M -$218K -4,160 -2%
Northwestern Mutual Wealth Management
198
Northwestern Mutual Wealth Management
Wisconsin
$9.03M +$2.61M +49,907 +38%
NRA
199
NSI Retail Advisors
Pennsylvania
$8.93M -$188K -3,600 -2%
PFO
200
Pathstone Family Office
New Jersey
$8.92M +$9.29M +177,570 New