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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
American Century Companies
176
American Century Companies
Missouri
$18.4M +$1.84M +31,400 +12%
Mercer Global Advisors
177
Mercer Global Advisors
Colorado
$18.2M +$14.5M +246,909 +510%
RFS
178
Retirement Financial Solutions
Tennessee
$18.1M +$721K +12,309 +4%
AI
179
Arrien Investments
Idaho
$18.1M -$257K -4,396 -1%
LFAS
180
Level Four Advisory Services
Texas
$17.9M +$486K +8,300 +3%
KFP
181
KMG Fiduciary Partners
Ohio
$17.8M +$486K +8,297 +3%
SFI
182
SPC Financial Inc
Maryland
$17.8M +$544K +9,287 +3%
WA
183
Waverly Advisors
Alabama
$17.6M +$16.8M +286,368 New
Northwestern Mutual Wealth Management
184
Northwestern Mutual Wealth Management
Wisconsin
$17.6M +$4.55M +77,720 +37%
CWAF
185
Core Wealth Advisors (Florida)
Florida
$17.4M -$847K -14,457 -5%
SAG
186
SageView Advisory Group
California
$17.2M +$41.5M +708,260 +2,725%
BAM
187
Belpointe Asset Management
Nevada
$17.2M +$15.6M +266,181 +1,979%
AP
188
Americana Partners
Texas
$16.9M -$2.37M -40,424 -13%
LFG
189
Larson Financial Group
Missouri
$16.9M +$668K +11,401 +4%
GWP
190
Gen-Wealth Partners
Michigan
$16.8M +$16M +273,191 New
CWA
191
Clearview Wealth Advisors
Oregon
$16.6M +$9.23M +157,632 +140%
EH
192
Equitable Holdings
New York
$16.6M +$411K +7,010 +3%
TA
193
Tectonic Advisors
Texas
$16.5M +$87.4K +1,492 +0.6%
WAS
194
Wealth Advisory Solutions
Indiana
$16.3M +$15.5M +265,031 New
CIC
195
Carnegie Investment Counsel
Ohio
$16.2M +$354K +6,041 +2%
9WM
196
9258 Wealth Management
Ohio
$16.2M +$530K +9,043 +4%
MLA
197
My Legacy Advisors
Oregon
$16.1M -$3.84M -65,639 -20%
Janney Montgomery Scott
198
Janney Montgomery Scott
Pennsylvania
$16.1M -$15.3M -260,975 -50%
SRSA
199
S.R. Schill & Associates
Washington
$15.6M -$138K -2,352 -0.9%
JWM
200
Jackson Wealth Management
Florida
$15.5M +$294K +5,014 +2%