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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Prudential Financial
201
Prudential Financial
New Jersey
$15.4M +$4.3M +73,495 +41%
GWM
202
Geneos Wealth Management
Colorado
$15.4M +$637K +10,880 +5%
Stifel Financial
203
Stifel Financial
Missouri
$15.2M +$2.16M +36,933 +18%
NRA
204
NSI Retail Advisors
Pennsylvania
$14.3M -$486K -8,300 -3%
BHB
205
Bank Hapoalim BM
Israel
$14.3M +$7.79M +133,000 +134%
KBFS
206
Kohmann Bosshard Financial Services
Ohio
$14.3M -$240K -4,100 -2%
Corient Private Wealth
207
Corient Private Wealth
Florida
$14.2M -$1.05M -17,924 -7%
CA
208
CoreCap Advisors
Michigan
$13.3M +$91.8K +1,567 +0.7%
RC
209
RBF Capital
California
$13.2M
CW
210
Connectus Wealth
Ohio
$13.1M -$378K -6,458 -3%
AO
211
Advisor OS
Illinois
$13.1M +$2.91M +49,650 +30%
CAG
212
Csenge Advisory Group
Florida
$13.1M -$131K -2,229 -1%
CA
213
Cetera Advisors
Colorado
$13M +$4.71M +80,364 +61%
VBFP
214
Valtinson Bruner Financial Planning
Minnesota
$13M +$4.6M +78,545 +59%
FWP
215
Firethorn Wealth Partners
Georgia
$12.8M -$695K -11,859 -5%
UAS
216
United Asset Strategies
New York
$12.8M +$56.1K +958 +0.5%
FF
217
Financial Futures
New Jersey
$12.5M +$1.49M +25,417 +14%
PSFG
218
Prairie Sky Financial Group
Illinois
$12.5M -$49.8K -850 -0.4%
MA
219
Mutual Advisors
Nebraska
$12.4M +$370K +6,312 +3%
SW
220
SkyOak Wealth
Michigan
$12.3M -$157K -2,689 -1%
SAW
221
Signal Advisors Wealth
Michigan
$12.2M +$1.41M +23,993 +14%
CSPIA
222
Cary Street Partners Investment Advisory
Virginia
$12M +$900K +15,370 +9%
BCI
223
Brinker Capital Investments
Pennsylvania
$11.9M -$3.71M -63,376 -25%
OPS
224
Orion Portfolio Solutions
Nebraska
$11.9M -$3.71M -63,376 -25%
PIA
225
Panoramic Investment Advisors
Colorado
$11.7M +$665K +11,351 +6%