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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AI
201
Arrien Investments
Idaho
$17.8M -$919K -14,932 -5%
T
202
Tidemark
California
$17.8M -$4.19M -68,030 -20%
TA
203
Tectonic Advisors
Texas
$17.7M +$574K +9,330 +3%
WA
204
Waverly Advisors
Alabama
$17.5M -$769K -12,499 -4%
CSPIA
205
Cary Street Partners Investment Advisory
Virginia
$17.2M +$4.52M +73,480 +38%
TWM
206
Tradition Wealth Management
Minnesota
$17.1M -$2.55M -41,454 -13%
LGW
207
Leslie Global Wealth
Illinois
$17.1M +$16.5M +267,289 New
CIC
208
Carnegie Investment Counsel
Ohio
$17.1M +$202K +3,275 +1%
WAS
209
Wealth Advisory Solutions
Indiana
$16.8M -$172K -2,788 -1%
Stifel Financial
210
Stifel Financial
Missouri
$16.8M +$888K +14,417 +6%
AR
211
Apeiron RIA
Texas
$16.7M -$5.62M -91,323 -26%
GWM
212
Geneos Wealth Management
Colorado
$16.7M +$660K +10,728 +4%
FRA
213
FFG Retirement Advisors
Colorado
$16.4M -$2.8M -45,525 -15%
GWP
214
Gen-Wealth Partners
Michigan
$16.3M -$1.17M -19,032 -7%
Janney Montgomery Scott
215
Janney Montgomery Scott
Pennsylvania
$16.1M -$666K -10,811 -4%
AO
216
Advisor OS
Illinois
$16M +$2.25M +36,584 +17%
9WM
217
9258 Wealth Management
Ohio
$15.5M -$1.3M -21,103 -8%
Focus Partners Wealth
218
Focus Partners Wealth
Massachusetts
$15.1M +$13.2M +214,597 +984%
SRSA
219
S.R. Schill & Associates
Washington
$15M -$1.17M -19,069 -8%
MLA
220
My Legacy Advisors
Oregon
$15M -$1.74M -28,193 -11%
NRA
221
NSI Retail Advisors
Pennsylvania
$14.9M
KBFS
222
Kohmann Bosshard Financial Services
Ohio
$14.9M +$25.6K +416 +0.2%
FF
223
Financial Futures
New Jersey
$14.4M +$1.32M +21,449 +11%
MA
224
Mutual Advisors
Nebraska
$14.3M +$1.34M +21,844 +11%
CA
225
CoreCap Advisors
Michigan
$14.2M +$355K +5,771 +3%