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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SA
176
Sanctuary Advisors
Indiana
$31.9M -$4.39M -65,219 -13%
OWM
177
Olympus Wealth Management
Utah
$31.6M +$12.7M +188,789 +77%
CWG
178
Crown Wealth Group
North Carolina
$31.5M +$5.69M +84,688 +24%
RIM
179
Rockbridge Investment Management
New York
$30.5M +$3.24M +48,194 +13%
LGW
180
Leslie Global Wealth
Illinois
$30.5M +$3.02M +44,920 +12%
MHWM
181
Montz Harcus Wealth Management
Louisiana
$30.5M +$1.05M +15,637 +4%
SC
182
Savant Capital
Illinois
$30.3M -$8.83M -131,273 -24%
PBF
183
Petix & Botte Financial
California
$30.2M +$3.6M +53,467 +15%
BHB
184
Bank Hapoalim BM
Israel
$30.2M
HGWM
185
Horst & Graben Wealth Management
Oregon
$30.1M -$21.8M -324,870 -44%
EIA
186
Eldridge Investment Advisors
New Hampshire
$30.1M -$273K -4,056 -1%
GAG
187
Goodman Advisory Group
Massachusetts
$29.9M -$2.29M -34,035 -8%
NRI
188
NFP Retirement Inc
California
$29.9M -$8.01M -119,113 -22%
RA
189
RFG Advisory
Alabama
$29.2M -$2.83M -42,026 -9%
IPA
190
Investment Planning Advisors
Georgia
$29.1M +$2.03M +30,190 +8%
PWH
191
Priebe Wealth Holdings
Minnesota
$28.8M -$28.1M -417,284 -51%
NG
192
Novem Group
New York
$28.5M -$832K -12,373 -3%
PWA
193
Physician Wealth Advisors
Utah
$27.8M -$19M -282,361 -42%
IFG
194
Independent Financial Group
California
$27.6M +$4.22M +62,800 +20%
KAM
195
Knightsbridge Asset Management
California
$27.3M +$1.45M +21,542 +6%
VAS
196
Vestmark Advisory Solutions
Massachusetts
$27.2M -$587K -8,722 -2%
Bank of New York Mellon
197
Bank of New York Mellon
New York
$27.2M +$8.01M +119,130 +47%
MW
198
Maia Wealth
Colorado
$27.2M -$9.56M -142,118 -28%
CIC
199
Carnegie Investment Counsel
Ohio
$27.2M +$3.07M +45,696 +14%
WCFA
200
Walkner Condon Financial Advisors
Wisconsin
$27M +$1.81M +26,852 +8%