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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MSWMA
176
Market Street Wealth Management Advisors
Indiana
$41.2M -$817K -10,277 -2%
HFA
177
Highland Financial Advisors
New Jersey
$40.8M +$731K +9,192 +2%
WCFA
178
Walkner Condon Financial Advisors
Wisconsin
$40.6M +$7.66M +96,299 +24%
BFG
179
Buttonwood Financial Group
Missouri
$40.6M -$14.7M -184,952 -27%
QFPS
180
Quantum Financial Planning Services
Washington
$40.6M +$1.96M +24,590 +5%
HAG
181
HighPoint Advisor Group
Illinois
$40.4M +$40M +503,399 New
NB
182
Nicolet Bankshares
Wisconsin
$40.2M +$39.8M +500,712 New
CWG
183
Crown Wealth Group
North Carolina
$39.7M +$999K +12,567 +3%
Corient Private Wealth
184
Corient Private Wealth
Florida
$39.6M +$20.3M +255,181 +101%
KFP
185
KMG Fiduciary Partners
Ohio
$39.5M -$131K -1,641 -0.3%
BC
186
Bricktown Capital
Michigan
$39.4M
SFS
187
Security Financial Services
Indiana
$38.9M +$861K +10,828 +2%
FI
188
Financial Insights
Washington
$38.8M +$1.41M +17,701 +4%
Susquehanna International Group
189
Susquehanna International Group
Pennsylvania
$38.8M +$8.94M +112,378 +30%
CFS
190
Compass Financial Services
Iowa
$38.3M +$368K +4,633 +1%
BWS
191
Broadway Wealth Solutions
Texas
$38M +$583K +7,331 +2%
LSERS
192
Louisiana State Employees Retirement System
Louisiana
$36.9M -$9.94M -125,000 -21%
BlackRock
193
BlackRock
New York
$36.9M +$26.1M +328,802 +251%
SA
194
Sanctuary Advisors
Indiana
$36.6M +$1.21M +15,190 +3%
MW
195
Mueller Wealth
Wisconsin
$36.6M +$36.2M +455,796 New
PA
196
PFG Advisors
Arizona
$36.3M +$7.55M +94,946 +27%
RIS
197
Richmond Investment Services
Wisconsin
$36.2M +$2.81M +35,386 +9%
CSP
198
Cary Street Partners
Virginia
$36M -$11.3M -142,097 -24%
RWP
199
Ridgeline Wealth Planning
Ohio
$35.9M +$362K +4,556 +1%
MFG
200
Merit Financial Group
Georgia
$35.8M +$69.8K +878 +0.2%