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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RA
201
Rational Advisors
New York
$19.5M -$1.21M -18,643 -6%
LWL
202
Leo Wealth LLC
Texas
$19.3M +$315K +4,844 +2%
AI
203
Atria Investments
North Carolina
$19.3M -$272K -4,177 -1%
LGW
204
Leslie Global Wealth
Illinois
$19.3M +$1.17M +17,943 +7%
MFA
205
Mayflower Financial Advisors
Massachusetts
$19.2M -$448K -6,887 -2%
WCM
206
Windsor Capital Management
Arizona
$19.1M -$691K -10,629 -4%
CWAF
207
Core Wealth Advisors (Florida)
Florida
$19M -$141K -2,167 -0.8%
GWM
208
Geneos Wealth Management
Colorado
$18.9M +$1.22M +18,782 +7%
SB
209
Strategic Blueprint
Georgia
$18.8M -$1.61M -24,776 -8%
SPAS
210
Spectrum Planning & Advisory Services
California
$18.6M -$289K -4,451 -2%
AI
211
Arrien Investments
Idaho
$18.6M -$235K -3,607 -1%
AO
212
Advisor OS
Illinois
$18.3M +$1.38M +21,270 +9%
Stifel Financial
213
Stifel Financial
Missouri
$18.2M +$497K +7,642 +3%
WA
214
Waverly Advisors
Alabama
$18.2M -$283K -4,344 -2%
CIC
215
Carnegie Investment Counsel
Ohio
$18.2M +$167K +2,573 +1%
WAS
216
Wealth Advisory Solutions
Indiana
$18M +$320K +4,921 +2%
VCM
217
Vivaldi Capital Management
Illinois
$17.9M -$4.26M -65,564 -20%
GWP
218
Gen-Wealth Partners
Michigan
$17.5M +$141K +2,167 +0.9%
IFG
219
Independent Financial Group
California
$17.1M +$2.4M +36,954 +17%
PIA
220
Panoramic Investment Advisors
Colorado
$17.1M +$16.5M +253,595 New
Janney Montgomery Scott
221
Janney Montgomery Scott
Pennsylvania
$17M +$47.3K +727 +0.3%
JWM
222
Jackson Wealth Management
Florida
$16.5M +$7.92M +121,794 +99%
TA
223
Tectonic Advisors
Texas
$16.4M -$2.19M -33,715 -12%
CSPAM
224
Cary Street Partners Asset Management
Virginia
$16.2M +$2.63M +40,444 +20%
HIP
225
HUB Investment Partners
Texas
$16.2M +$6.93M +106,485 +80%