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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WMN
201
Wealth Management Nebraska
Nebraska
$47.7M -$146K -1,716 -0.3%
LSERS
202
Louisiana State Employees Retirement System
Louisiana
$47.5M -$11.3M -132,500 -20%
RF
203
RetireMitten Financial
Michigan
$47.3M -$1.36M -15,971 -3%
CBU
204
CIBC Bancorp USA
Illinois
$47.3M +$37.7M +441,528 +405%
SFP
205
Strategic Financial Partners
Oregon
$47.2M -$4.66M -54,608 -9%
CWS
206
Cypress Wealth Services
California
$47.1M +$15.2M +177,871 +50%
HFA
207
Highland Financial Advisors
New Jersey
$46.4M -$1.7M -19,892 -4%
CCFM
208
Clear Creek Financial Management
Washington
$46.4M +$555K +6,502 +1%
SWM
209
SFG Wealth Management
Maryland
$46.3M +$4.44M +52,090 +11%
SFA
210
Sequoia Financial Advisors
Ohio
$46.2M +$1.46M +17,076 +3%
MSWMA
211
Market Street Wealth Management Advisors
Indiana
$46.1M +$716K +8,389 +2%
SA
212
Scarborough Advisors
Maryland
$45.3M +$13.5M +157,698 +43%
BWS
213
Broadway Wealth Solutions
Texas
$45.3M +$1.8M +21,046 +4%
WA
214
Waverly Advisors
Alabama
$45.1M -$6.29M -73,689 -13%
Principal Financial Group
215
Principal Financial Group
Iowa
$44.8M -$6.7M -78,515 -13%
CWG
216
Crown Wealth Group
North Carolina
$43.5M +$885K +10,375 +2%
APFP
217
Action Point Financial Planning
Michigan
$42.7M +$40.6M +476,278 +4,676%
CFS
218
Compass Financial Services
Iowa
$42.7M +$1.01M +11,813 +2%
NRI
219
NFP Retirement Inc
California
$42.6M +$2.68M +31,367 +7%
VCM
220
Verde Capital Management
Michigan
$42.3M +$41.1M +481,395 New
RWP
221
Ridgeline Wealth Planning
Ohio
$42.1M +$2.57M +30,143 +7%
MOS
222
MGO One Seven
Ohio
$41.9M +$7.22M +84,667 +22%
MFA
223
Mayflower Financial Advisors
Massachusetts
$41.9M +$8.65M +101,408 +27%
FA
224
Fiduciary Alliance
South Carolina
$40.8M +$2.55M +29,906 +7%
PA
225
PFG Advisors
Arizona
$40.8M +$2.39M +27,989 +6%