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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HC
201
HNP Capital
New York
$5.16M -$1.85M -39,669 -24%
KFGK
202
Keystone Financial Group (Kentucky)
Kentucky
$5.06M +$5.63M +120,483 New
PFM
203
Parsec Financial Management
North Carolina
$5.05M -$163K -3,483 -3%
SPIA
204
Steward Partners Investment Advisory
New York
$5.05M +$180K +3,847 +3%
Principal Financial Group
205
Principal Financial Group
Iowa
$5.03M +$3.82M +81,888 +216%
LNC
206
Lincoln National Corp
Pennsylvania
$4.93M +$517K +11,075 +10%
MHB
207
Midwest Heritage Bank
Iowa
$4.82M -$406K -8,692 -7%
WIM
208
WealthPlan Investment Management
Nebraska
$4.8M +$4.85M +103,810 New
GWM
209
Geneos Wealth Management
Colorado
$4.77M +$416K +8,901 +9%
MLA
210
My Legacy Advisors
Oregon
$4.71M +$2.54M +54,390 +94%
BWM
211
BlackDiamond Wealth Management
New York
$4.66M +$836K +17,911 +21%
BTWM
212
Baker Tilly Wealth Management
Wisconsin
$4.65M -$182K -3,902 -3%
AWA
213
Arete Wealth Advisors
Illinois
$4.59M +$4.67M +100,020 +1,066%
IMC Chicago
214
IMC Chicago
Illinois
$4.59M +$5.11M +109,371 New
CFD
215
Creative Financial Designs
Indiana
$4.59M -$146K -3,124 -3%
AWA
216
ARQ Wealth Advisors
Arizona
$4.53M +$81.2K +1,738 +2%
PWPS
217
Pinnacle Wealth Planning Services
Ohio
$4.46M +$261K +5,583 +6%
OPS
218
Orion Portfolio Solutions
Nebraska
$4.45M +$260K +5,575 +6%
MCWS
219
McKinley Carter Wealth Services
West Virginia
$4.45M -$48.5K -1,038 -1%
CF
220
Centaurus Financial
California
$4.38M -$92.2K -1,975 -2%
SAM
221
Strategic Asset Management
Minnesota
$4.34M +$88.5K +1,896 +2%
SPI
222
Sutton Place Investors
New York
$4.25M -$616K -13,199 -12%
VBFP
223
Valtinson Bruner Financial Planning
Minnesota
$4.06M -$1.12M -23,972 -20%
CWA
224
Clarus Wealth Advisors
Arizona
$4.04M -$75.7K -1,621 -2%
Northwestern Mutual Wealth Management
225
Northwestern Mutual Wealth Management
Wisconsin
$4.01M +$359K +7,693 +9%