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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IPA
176
Investment Planning Advisors
Georgia
$44.3M +$4.33M +54,111 +10%
FHA
177
Flagship Harbor Advisors
Massachusetts
$43.8M +$2.48M +30,980 +6%
FFWA
178
Forthright Family Wealth Advisory
Texas
$43.6M +$39.9M +499,246 +239%
WWG
179
West Wealth Group
California
$43M +$19M +238,147 +74%
CIA
180
Compass Ion Advisors
Pennsylvania
$42.6M -$1.77M -22,081 -4%
EMAM
181
Encompass More Asset Management
California
$42.5M +$36.3M +453,408 +445%
RF
182
RetireMitten Financial
Michigan
$42.4M +$44.4M +554,541 New
HFA
183
Highland Financial Advisors
New Jersey
$42M +$3.2M +40,000 +8%
WMN
184
Wealth Management Nebraska
Nebraska
$41.7M +$43.6M +544,531 New
IA
185
IFP Advisors
Florida
$41.3M -$927K -11,585 -2%
QFPS
186
Quantum Financial Planning Services
Washington
$41.3M +$2.71M +33,873 +7%
JWM
187
Jackson Wealth Management
Florida
$41.2M +$631K +7,894 +1%
WCFA
188
Walkner Condon Financial Advisors
Wisconsin
$41.2M +$2.59M +32,428 +6%
FI
189
Financial Insights
Washington
$41M +$4.1M +51,318 +11%
AQR Capital Management
190
AQR Capital Management
Connecticut
$40.7M +$17.6M +220,518 +71%
LFAS
191
Level Four Advisory Services
Texas
$40.5M +$13.3M +166,691 +46%
BC
192
Bricktown Capital
Michigan
$40.3M +$2.78M +34,787 +7%
CCFM
193
Clear Creek Financial Management
Washington
$39.9M -$13M -163,129 -24%
FFA
194
Farther Finance Advisors
California
$39.7M -$12.4M -155,096 -23%
MSWMA
195
Market Street Wealth Management Advisors
Indiana
$39.5M +$266K +3,326 +0.6%
SFA
196
Sequoia Financial Advisors
Ohio
$39M -$3.93M -49,164 -9%
CIA
197
Concurrent Investment Advisors
Florida
$38.7M +$12.3M +154,124 +44%
MFG
198
Macco Financial Group
Wisconsin
$38.4M +$7.3M +91,268 +22%
BWS
199
Broadway Wealth Solutions
Texas
$37.9M +$1.7M +21,282 +4%
TAP
200
TSG Advice Partners
Ohio
$37.1M +$38.3M +478,766 +7,441%