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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KAM
176
Knightsbridge Asset Management
California
$24.5M +$368K +5,664 +2%
RA
177
RFG Advisory
Alabama
$24.3M -$14.8M -227,250 -39%
Prudential Financial
178
Prudential Financial
New Jersey
$24.2M +$3.43M +52,742 +17%
PA
179
Procyon Advisors
Connecticut
$24.1M +$1.24M +19,064 +6%
IPA
180
Investment Planning Advisors
Georgia
$23.7M
PNC Financial Services Group
181
PNC Financial Services Group
Pennsylvania
$23.5M +$962K +14,799 +4%
WAOI
182
Wealth Advisors of Iowa
Iowa
$22.6M +$21.7M +334,362 New
LAS
183
Legacy Advisory Services
Pennsylvania
$22.4M +$273K +4,196 +1%
CA
184
CSM Advisors
Pennsylvania
$22.3M -$512K -7,880 -2%
LFAS
185
Level Four Advisory Services
Texas
$22.1M -$760K -11,688 -3%
FFN
186
Focus Financial Network
Minnesota
$22M -$2.72M -41,894 -11%
SCM
187
Steele Capital Management
Iowa
$21.7M -$169K -2,599 -0.8%
WA
188
WBH Advisory
Maryland
$21.7M -$62K -953 -0.3%
CSPIA
189
Cary Street Partners Investment Advisory
Virginia
$21.6M +$3.32M +51,071 +19%
CF
190
Copperwynd Financial
Arizona
$21.4M +$20.6M +316,533 New
MFG
191
MidWestOne Financial Group
Iowa
$21.2M +$16.8M +258,956 +476%
AIM
192
Astor Investment Management
Illinois
$21M -$2.05M -31,531 -9%
IA
193
IFG Advisory
Georgia
$20.9M -$4.18M -64,339 -17%
AFP
194
Ausdal Financial Partners
Iowa
$20.8M +$123K +1,894 +0.6%
CWS
195
Cypress Wealth Services
California
$20.8M -$592K -9,110 -3%
SAW
196
Signal Advisors Wealth
Michigan
$20.6M +$18.9M +290,561 +2,072%
American Century Companies
197
American Century Companies
Missouri
$20.3M -$1.56M -24,000 -7%
RFS
198
Retirement Financial Solutions
Tennessee
$20.3M -$151K -2,319 -0.8%
CAAM
199
Cornerstone Advisors Asset Management
Pennsylvania
$20.2M +$7.6M +116,845 +64%
SFI
200
SPC Financial Inc
Maryland
$20.1M -$141K -2,163 -0.7%