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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FHA
201
Flagship Harbor Advisors
Massachusetts
$6.26M -$1.18M -26,136 -16%
Geode Capital Management
202
Geode Capital Management
Massachusetts
$6.24M
LNC
203
Lincoln National Corp
Pennsylvania
$6.23M +$955K +21,120 +18%
WWP
204
WR Wealth Planners
Missouri
$6.22M +$463K +10,241 +8%
WHCI
205
W.H. Cornerstone Investments
Massachusetts
$6.2M +$228K +5,054 +4%
DWM
206
Dakota Wealth Management
Florida
$6.18M -$855K -18,921 -12%
American Century Companies
207
American Century Companies
Missouri
$6.15M +$429K +9,500 +7%
Citadel Advisors
208
Citadel Advisors
Florida
$6.08M +$2.64M +58,479 +76%
SSWM
209
Sheets Smith Wealth Management
North Carolina
$5.88M -$34.8K -770 -0.6%
MFA
210
Morling Financial Advisors
California
$5.84M -$173K -3,821 -3%
NC
211
NovaPoint Capital
Georgia
$5.84M +$43.6K +965 +0.7%
MWM
212
Maripau Wealth Management
Indiana
$5.79M -$141K -3,113 -2%
CA
213
Cetera Advisors
Colorado
$5.72M +$4.55M +100,570 +378%
HC
214
HNP Capital
New York
$5.69M +$164K +3,634 +3%
TC
215
TownSquare Capital
Utah
$5.66M +$92.6K +2,049 +2%
DAS
216
Dynamic Advisor Solutions
Arizona
$5.57M +$5.08M +112,440 +992%
WP
217
WealthPLAN Partners
Nebraska
$5.55M +$5.16M +114,243 New
WIM
218
WealthPlan Investment Management
Nebraska
$5.54M +$472K +10,433 +10%
MCWS
219
McKinley Carter Wealth Services
West Virginia
$5.54M +$776K +17,173 +16%
BTWM
220
Baker Tilly Wealth Management
Wisconsin
$5.53M +$552K +12,203 +11%
OPS
221
Orion Portfolio Solutions
Nebraska
$5.52M +$754K +16,693 +16%
WEPOG
222
Wealth Enhancement & Preservation of GA
Georgia
$5.52M +$1.33M +29,460 +32%
AWA
223
ARQ Wealth Advisors
Arizona
$5.44M +$587K +12,980 +12%
GWM
224
Geneos Wealth Management
Colorado
$5.39M +$286K +6,321 +6%
TFA
225
Transamerica Financial Advisors
Florida
$5.3M +$4.61M +102,043 +644%