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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFM
201
Signet Financial Management
New Jersey
$582K +$12.7K +353 +2%
FAAS
202
First Allied Advisory Services
California
$559K +$60.4K +1,684 +10%
SPA
203
Sentinel Pension Advisors
Massachusetts
$558K +$61.7K +1,721 +10%
FIM
204
Frontier Investment Management
Texas
$551K -$4.7M -130,906 -88%
KM
205
Kalos Management
Georgia
$539K -$56.5K -1,574 -9%
CAG
206
Csenge Advisory Group
Florida
$522K -$4.49K -125 -0.7%
PFG
207
Pacific Financial Group
Washington
$520K +$85.6K +2,387 +16%
MCIA
208
Mountain Capital Investment Advisors
Colorado
$519K +$570K +15,874 New
PG
209
Prostatis Group
Maryland
$507K -$1.29M -36,038 -68%
AUB
210
Atlantic Union Bankshares
Virginia
$494K -$395 -11 -0.1%
VBFP
211
Valtinson Bruner Financial Planning
Minnesota
$488K -$9.37M -261,116 -95%
VCP
212
Verus Capital Partners
Arizona
$484K -$654K -18,232 -53%
WP
213
WealthShield Partners
North Carolina
$454K +$235K +6,544 +77%
PWM
214
Perigon Wealth Management
California
$452K -$24.8K -691 -5%
MWPCG
215
Measured Wealth Private Client Group
New Hampshire
$443K -$25.8K -718 -5%
Citigroup
216
Citigroup
New York
$436K -$79.3K -2,209 -13%
KWM
217
Kingsview Wealth Management
Oregon
$432K +$513K +14,286 New
AI
218
Atria Investments
North Carolina
$421K -$66.1M -1,842,454 -99%
FFC
219
Fure Financial Corporation
Minnesota
$421K -$6.6M -183,871 -93%
OIA
220
OneDigital Investment Advisors
Kansas
$420K -$6.71K -187 -1%
IWC
221
Integrated Wealth Concepts
Massachusetts
$411K -$2.51K -70 -0.5%
TF
222
TLWM Financial
Texas
$401K -$107K -2,982 -18%
GWM
223
Geneos Wealth Management
Colorado
$401K +$260K +7,241 +116%
RCA
224
Ranch Capital Advisors
Florida
$394K -$783K -21,825 -63%
GSWM
225
Golden State Wealth Management
California
$390K +$463K +12,893 New