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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CA
176
CSM Advisors
Pennsylvania
$21.6M -$49.3K -800 -0.2%
PA
177
Procyon Advisors
Connecticut
$21.6M +$11.8M +191,918 +132%
PNC Financial Services Group
178
PNC Financial Services Group
Pennsylvania
$21.4M +$19.6M +318,758 +2,091%
VCM
179
Vivaldi Capital Management
Illinois
$21.1M -$35.7K -580 -0.2%
Northwestern Mutual Wealth Management
180
Northwestern Mutual Wealth Management
Wisconsin
$21.1M +$2.7M +43,897 +15%
LAS
181
Legacy Advisory Services
Pennsylvania
$21M -$188K -3,053 -0.9%
American Century Companies
182
American Century Companies
Missouri
$20.8M +$1.6M +26,000 +9%
SCM
183
Steele Capital Management
Iowa
$20.8M +$279K +4,524 +1%
WA
184
WBH Advisory
Maryland
$20.6M -$129K -2,088 -0.6%
KFP
185
KMG Fiduciary Partners
Ohio
$20.5M +$1.94M +31,488 +11%
CWS
186
Cypress Wealth Services
California
$20.3M -$2.21M -35,833 -10%
ODIJL
187
One Day In July LLC
Vermont
$20.1M +$9.2M +149,393 +91%
RA
188
Rational Advisors
New York
$19.7M -$2.01M -32,632 -10%
AFP
189
Ausdal Financial Partners
Iowa
$19.6M -$177K -2,870 -0.9%
Prudential Financial
190
Prudential Financial
New Jersey
$19.6M +$3.4M +55,211 +22%
SB
191
Strategic Blueprint
Georgia
$19.4M -$6.36M -103,346 -25%
RFS
192
Retirement Financial Solutions
Tennessee
$19.4M +$532K +8,649 +3%
SFI
193
SPC Financial Inc
Maryland
$19.2M +$704K +11,439 +4%
WCM
194
Windsor Capital Management
Arizona
$18.8M -$1.24M -20,188 -6%
MFA
195
Mayflower Financial Advisors
Massachusetts
$18.6M -$870K -14,133 -5%
AI
196
Atria Investments
North Carolina
$18.5M -$1.92M -31,196 -10%
CWAF
197
Core Wealth Advisors (Florida)
Florida
$18.1M +$21.5K +349 +0.1%
EH
198
Equitable Holdings
New York
$18.1M +$853K +13,848 +5%
LWL
199
Leo Wealth LLC
Texas
$18M +$5.56M +90,335 +47%
SPAS
200
Spectrum Planning & Advisory Services
California
$18M +$17.2M +279,695 New