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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AI
176
Arrien Investments
Idaho
$16.7M -$254K -4,844 -2%
CWAF
177
Core Wealth Advisors (Florida)
Florida
$16.6M +$15.6M +297,395 New
RA
178
RFG Advisory
Alabama
$16.6M +$15K +287 +0.1%
NSAM
179
North Star Asset Management
Wisconsin
$16.4M +$14.1M +269,890 +1,162%
BOSSRA
180
B.O.S.S. Retirement Advisors
Utah
$15.8M -$788K -15,045 -5%
RFS
181
Retirement Financial Solutions
Tennessee
$15.8M +$14.8M +282,016 New
SFG
182
StrategIQ Financial Group
Indiana
$15.7M -$1.49M -28,450 -9%
KFP
183
KMG Fiduciary Partners
Ohio
$15.7M +$890K +16,993 +6%
WCFA
184
Walkner Condon Financial Advisors
Wisconsin
$15.6M +$265K +5,061 +2%
SFI
185
SPC Financial Inc
Maryland
$15.6M +$811K +15,485 +6%
American Century Companies
186
American Century Companies
Missouri
$15M +$157K +3,000 +1%
FI
187
Financial Insights
Washington
$15M +$4.62M +88,228 +49%
TA
188
Tectonic Advisors
Texas
$14.9M +$534K +10,200 +4%
LFG
189
Larson Financial Group
Missouri
$14.7M +$580K +11,072 +4%
EH
190
Equitable Holdings
New York
$14.6M -$71.3K -1,361 -0.5%
CIC
191
Carnegie Investment Counsel
Ohio
$14.4M +$5.64M +107,644 +72%
EIA
192
Eldridge Investment Advisors
New Hampshire
$14.4M +$1.61M +30,760 +14%
BCI
193
Brinker Capital Investments
Pennsylvania
$14.4M +$5.67M +108,287 +73%
OPS
194
Orion Portfolio Solutions
Nebraska
$14.4M +$5.67M +108,287 +73%
SRSA
195
S.R. Schill & Associates
Washington
$14.3M +$493K +9,405 +4%
9WM
196
9258 Wealth Management
Ohio
$14.2M +$694K +13,240 +6%
Corient Private Wealth
197
Corient Private Wealth
Florida
$13.9M -$3.09M -58,995 -19%
JWM
198
Jackson Wealth Management
Florida
$13.8M -$622K -11,866 -5%
FAIM
199
Financial Advocates Investment Management
Washington
$13.6M +$2.69M +51,300 +33%
NRA
200
NSI Retail Advisors
Pennsylvania
$13.5M +$3.32M +63,400 +36%