We are live on ! Find out more
SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PIA
201
Panoramic Investment Advisors
Colorado
$8.89M +$9.26M +176,979 New
FF
202
Financial Futures
New Jersey
$8.87M +$313K +5,991 +4%
AO
203
Advisor OS
Illinois
$8.86M +$1.13M +21,663 +14%
FI
204
Financial Insights
Washington
$8.82M +$9.38M +179,303 New
EFS
205
Econ Financial Services
Pennsylvania
$8.68M +$8.65M +165,322 +2,233%
GG
206
GenWealth Group
New Jersey
$8.51M -$527K -10,070 -6%
WWA
207
WCG Wealth Advisors
Nevada
$8.47M +$432K +8,254 +5%
CWA
208
Centennial Wealth Advisory
Michigan
$8.44M -$874K -16,702 -9%
WHCI
209
W.H. Cornerstone Investments
Massachusetts
$8.42M +$1.67M +31,992 +24%
CAG
210
Csenge Advisory Group
Florida
$8.21M +$557K +10,656 +7%
Two Sigma Advisers
211
Two Sigma Advisers
New York
$8.09M +$4.93M +94,300 +142%
CSPIA
212
Cary Street Partners Investment Advisory
Virginia
$8.03M +$815K +15,586 +11%
IRC
213
Investors Research Corp
Georgia
$8.01M +$286K +5,463 +4%
MWM
214
Maripau Wealth Management
Indiana
$7.99M +$1.44M +27,441 +21%
BWG
215
Beta Wealth Group
California
$7.96M -$58.2K -1,112 -0.7%
WWP
216
WR Wealth Planners
Missouri
$7.91M +$1.04M +19,852 +14%
FAIM
217
Financial Advocates Investment Management
Washington
$7.85M -$166K -3,171 -2%
PFGIA
218
Patriot Financial Group Insurance Agency
Massachusetts
$7.83M +$852K +16,292 +12%
GWM
219
Geneos Wealth Management
Colorado
$7.78M +$265K +5,067 +3%
FPWM
220
FSB Premier Wealth Management
Iowa
$7.75M -$295K -5,637 -4%
TFA
221
Teamwork Financial Advisors
Texas
$7.72M +$1.1M +20,954 +16%
DJSG
222
D.J. St. Germain
Massachusetts
$7.72M -$94.8M -1,811,840 -92%
BW
223
Bison Wealth
Georgia
$7.66M +$2.87M +54,795 +56%
SCM
224
SOL Capital Management
Maryland
$7.59M +$7.9M +150,995 New
BWFA
225
Baltimore-Washington Financial Advisors
Maryland
$7.58M +$79.6K +1,521 +1%