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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PA
176
Procyon Advisors
Connecticut
$27.6M +$2.98M +42,974 +12%
SAW
177
Signal Advisors Wealth
Michigan
$27.5M +$6.56M +94,681 +31%
LAS
178
Lloyd Advisory Services
Georgia
$27.5M -$2.8M -40,397 -9%
MHWM
179
Montz Harcus Wealth Management
Louisiana
$27.4M +$1.01M +14,584 +4%
NIA
180
NBZ Investment Advisors
Tennessee
$27.3M +$27.4M +395,602 New
WWG
181
West Wealth Group
California
$27.2M -$2.88M -41,501 -10%
CWG
182
Crown Wealth Group
North Carolina
$27.1M -$4.11M -59,284 -13%
HPC
183
HM Payson & Co
Maine
$26.8M -$14.9M -214,378 -36%
Kovitz Investment Group Partners
184
Kovitz Investment Group Partners
Illinois
$26.6M +$12.1M +174,638 +83%
RA
185
RFG Advisory
Alabama
$26.2M +$1.37M +19,708 +5%
LSERS
186
Louisiana State Employees Retirement System
Louisiana
$26.2M -$12.8M -185,000 -33%
LSWP
187
Liberty Square Wealth Partners
Pennsylvania
$26.2M +$25.3M +364,664 New
T
188
Tableaux
Massachusetts
$25.8M +$25.9M +374,089 New
BWS
189
Broadway Wealth Solutions
Texas
$25.5M +$25.7M +370,357 New
LFG
190
Larson Financial Group
Missouri
$25.5M -$1.8M -25,948 -7%
WWA
191
WCG Wealth Advisors
Nevada
$25.4M +$164K +2,359 +0.6%
LGW
192
Leslie Global Wealth
Illinois
$24.9M +$5.26M +75,835 +27%
FI
193
Financial Insights
Washington
$24.8M -$2.07M -29,856 -8%
KAM
194
Knightsbridge Asset Management
California
$24.6M -$403K -5,811 -2%
PNC Financial Services Group
195
PNC Financial Services Group
Pennsylvania
$24.4M +$310K +4,471 +1%
Envestnet Portfolio Solutions
196
Envestnet Portfolio Solutions
Illinois
$24.2M -$3.46M -49,853 -12%
EH
197
Equitable Holdings
New York
$24.1M -$2.3M -33,185 -9%
FFN
198
Focus Financial Network
Minnesota
$24M +$1.48M +21,364 +7%
Cerity Partners
199
Cerity Partners
New York
$23.4M +$17.4M +250,577 +283%
WAOI
200
Wealth Advisors of Iowa
Iowa
$23.3M +$204K +2,937 +0.9%