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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BC
176
Bricktown Capital
Michigan
$38.5M +$15.5M +206,000 +72%
CWG
177
Crown Wealth Group
North Carolina
$37.8M +$3.72M +49,315 +11%
QFPS
178
Quantum Financial Planning Services
Washington
$37.7M +$1.22M +16,154 +3%
PA
179
Procyon Advisors
Connecticut
$37.4M +$2.56M +33,983 +8%
RIM
180
Rockbridge Investment Management
New York
$37.4M +$4.28M +56,801 +14%
SFS
181
Security Financial Services
Indiana
$37.2M -$524K -6,946 -1%
PBF
182
Petix & Botte Financial
California
$37.1M +$4.39M +58,201 +14%
CFS
183
Compass Financial Services
Iowa
$37.1M +$1.29M +17,164 +4%
T
184
Tableaux
Massachusetts
$36.7M +$12.5M +166,238 +55%
FI
185
Financial Insights
Washington
$36.5M +$1.83M +24,265 +5%
BWS
186
Broadway Wealth Solutions
Texas
$36.5M +$1.71M +22,708 +5%
LSWP
187
Liberty Square Wealth Partners
Pennsylvania
$36.1M +$6.97M +92,450 +25%
AWA
188
Arete Wealth Advisors
Illinois
$35.2M +$20.6M +273,331 +156%
MGIA
189
Moneta Group Investment Advisors
Missouri
$35.2M -$1.33M -17,681 -4%
MFG
190
Merit Financial Group
Georgia
$34.9M -$656K -8,701 -2%
RWP
191
Ridgeline Wealth Planning
Ohio
$34.7M -$1.06M -14,117 -3%
SA
192
Sanctuary Advisors
Indiana
$34.6M +$214K +2,832 +0.6%
MHWM
193
Montz Harcus Wealth Management
Louisiana
$34.3M +$1.34M +17,801 +4%
GT
194
Greenleaf Trust
Michigan
$33.8M +$29.4M +389,992 +942%
Wellington Management Group
195
Wellington Management Group
Massachusetts
$33.8M +$32.5M +430,955 New
MA
196
MONECO Advisors
Connecticut
$33.7M +$7.41M +98,280 +30%
IFG
197
Independent Financial Group
California
$33.4M +$3.45M +45,802 +12%
RIS
198
Richmond Investment Services
Wisconsin
$32.6M +$8.18M +108,421 +35%
HGWM
199
Horst & Graben Wealth Management
Oregon
$32.2M -$225K -2,983 -0.7%
NRI
200
NFP Retirement Inc
California
$32.1M -$120K -1,589 -0.4%