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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GWM
201
Geneos Wealth Management
Colorado
$13.4M +$4.45M +84,874 +55%
KBFS
202
Kohmann Bosshard Financial Services
Ohio
$13.2M -$120K -2,293 -1%
IPWA
203
International Private Wealth Advisors
California
$13M +$12.2M +233,340 New
CW
204
Connectus Wealth
Ohio
$12.3M -$81.2K -1,549 -0.7%
FWP
205
Firethorn Wealth Partners
Georgia
$12.3M +$888K +16,948 +8%
CAG
206
Csenge Advisory Group
Florida
$12M +$2.73M +52,034 +32%
RC
207
RBF Capital
California
$12M
CA
208
CoreCap Advisors
Michigan
$12M -$1.02M -19,527 -8%
FZCM
209
Flynn Zito Capital Management
New York
$11.9M -$6.75M -128,879 -38%
KV
210
Kickstand Ventures
New York
$11.8M +$1M +19,160 +10%
Stifel Financial
211
Stifel Financial
Missouri
$11.8M +$4.53M +86,450 +70%
Northwestern Mutual Wealth Management
212
Northwestern Mutual Wealth Management
Wisconsin
$11.6M +$1.5M +28,707 +16%
UAS
213
United Asset Strategies
New York
$11.5M +$606K +11,571 +6%
WA
214
Win Advisors
Florida
$11.5M +$10.8M +206,399 New
PSFG
215
Prairie Sky Financial Group
Illinois
$11.4M +$615K +11,743 +6%
SW
216
SkyOak Wealth
Michigan
$11.3M +$268K +5,123 +3%
MA
217
Mutual Advisors
Nebraska
$10.9M +$626K +11,941 +7%
BIG
218
Bush Investment Group
Georgia
$10.9M +$9.83M +187,556 New
TCM
219
Towercrest Capital Management
Pennsylvania
$10.6M +$379K +7,229 +4%
MFT
220
Moisand Fitzgerald Tamayo
Florida
$10.5M -$7.63M -145,707 -44%
PWPS
221
Pinnacle Wealth Planning Services
Ohio
$10.2M +$29.1K +556 +0.3%
SCM
222
SOL Capital Management
Maryland
$10.2M +$1.69M +32,235 +21%
CSPIA
223
Cary Street Partners Investment Advisory
Virginia
$10.1M +$1.07M +20,373 +13%
PIA
224
Panoramic Investment Advisors
Colorado
$10M +$112K +2,146 +1%
AF
225
Apollon Financial
South Carolina
$10M +$9.37M +178,938 New