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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AIS
201
American Investment Services
Massachusetts
$728K +$156K +4,318 +29%
FPCG
202
Fort Pitt Capital Group
Pennsylvania
$701K -$59.7K -1,652 -8%
KM
203
Kalos Management
Georgia
$685K -$134K -3,713 -18%
CAG
204
Csenge Advisory Group
Florida
$657K -$39.2K -1,085 -6%
SFM
205
Signet Financial Management
New Jersey
$641K +$10.8K +298 +2%
FAAS
206
First Allied Advisory Services
California
$636K +$23K +636 +4%
SPA
207
Sentinel Pension Advisors
Massachusetts
$632K +$605K +16,723 New
Citigroup
208
Citigroup
New York
$629K -$60.1K -1,661 -9%
AUB
209
Atlantic Union Bankshares
Virginia
$618K -$38.6K -1,067 -6%
TF
210
TLWM Financial
Texas
$608K -$37.8K -1,046 -6%
NFP
211
Narus Financial Partners
Utah
$581K -$5.28K -146 -0.9%
MWPCG
212
Measured Wealth Private Client Group
New Hampshire
$581K -$90.7K -2,509 -14%
PFG
213
Pacific Financial Group
Washington
$560K +$30.4K +840 +6%
PWM
214
Perigon Wealth Management
California
$552K +$5.32K +147 +1%
TFA
215
Teamwork Financial Advisors
Texas
$550K +$526K +14,553 New
CPO
216
Cerity Partners OCIO
New York
$530K -$41.7K -1,154 -8%
FSG
217
Financial Strategies Group
Michigan
$520K +$497K +13,745 New
ACS
218
Archford Capital Strategies
Illinois
$519K +$496K +13,711 New
IWC
219
Integrated Wealth Concepts
Massachusetts
$516K +$17K +471 +4%
LFPWM
220
Leicht Financial Planning & Wealth Management
New Jersey
$514K +$491K +13,592 New
OIA
221
OneDigital Investment Advisors
Kansas
$510K +$225K +6,214 +86%
BRC
222
Bell Rock Capital
Delaware
$454K -$144K -3,978 -25%
AMM
223
American Money Management
California
$449K -$5.03K -139 -1%
TA
224
TCG Advisors
Texas
$435K -$54.5K -1,506 -12%
BCM
225
Brookstone Capital Management
Illinois
$413K -$4.38K -121 -1%