We are live on ! Find out more
SPYM

State Street SPDR Portfolio S&P 500 ETF
SPYM

Name Holding Trade Value Shares
Change 		Change in
Stake
VCM
176
Virtue Capital Management
Tennessee
$29.9M +$31.5M +455,060 New
HPC
177
HM Payson & Co
Maine
$29.5M +$4.11M +59,423 +15%
PA
178
Procyon Advisors
Connecticut
$29.3M +$3.2M +46,206 +12%
GAG
179
Goodman Advisory Group
Massachusetts
$29.3M -$944K -13,650 -3%
QFPS
180
Quantum Financial Planning Services
Washington
$29.2M +$1.23M +17,794 +4%
RA
181
RFG Advisory
Alabama
$29.1M +$4.37M +63,115 +17%
DLIC
182
Daido Life Insurance Company
Japan
$29M – – –
GVCM
183
Global View Capital Management
Wisconsin
$29M +$7.56M +109,237 +33%
FF
184
Fortitude Financial
Washington
$28.7M +$15.2M +220,281 +102%
RWP
185
Ridgeline Wealth Planning
Ohio
$27.6M +$741K +10,715 +3%
EIA
186
Eldridge Investment Advisors
New Hampshire
$27.5M -$693K -10,014 -2%
WA
187
WBH Advisory
Maryland
$26.8M +$5.58M +80,712 +25%
NG
188
Novem Group
New York
$26.6M -$1.27M -18,405 -4%
MHWM
189
Montz Harcus Wealth Management
Louisiana
$26.6M +$405K +5,860 +1%
SA
190
Scarborough Advisors
Maryland
$26.5M -$1.79M -25,897 -6%
TPW
191
Talon Private Wealth
Florida
$26.2M +$23.8M +344,545 +906%
BWS
192
Broadway Wealth Solutions
Texas
$26.1M +$1.84M +26,654 +7%
FI
193
Financial Insights
Washington
$25.8M +$2.27M +32,753 +9%
TWM
194
TSA Wealth Management
Texas
$25.7M -$2.33M -33,642 -8%
T
195
Tableaux
Massachusetts
$25.5M +$937K +13,551 +4%
VAS
196
Vestmark Advisory Solutions
Massachusetts
$25.2M +$5.15M +74,419 +24%
LGW
197
Leslie Global Wealth
Illinois
$24.7M +$960K +13,884 +4%
AWS
198
Atria Wealth Solutions
New York
$24.6M -$4.07M -58,876 -14%
RIM
199
Rockbridge Investment Management
New York
$24.5M +$3.28M +47,425 +15%
IPA
200
Investment Planning Advisors
Georgia
$24.3M +$5.09M +73,610 +25%
6 7
8
9 10