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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LFAS
201
Level Four Advisory Services
Texas
$23.1M +$327K +4,720 +1%
GVCM
202
Global View Capital Management
Wisconsin
$22.8M +$23M +331,366 New
FFWA
203
Forthright Family Wealth Advisory
Texas
$22.8M -$2.21M -31,834 -9%
WA
204
WBH Advisory
Maryland
$22.6M +$447K +6,448 +2%
MFA
205
Mayflower Financial Advisors
Massachusetts
$22.5M +$2.99M +43,179 +15%
RIM
206
Rockbridge Investment Management
New York
$22.4M +$6.14M +88,596 +38%
American Century Companies
207
American Century Companies
Missouri
$22.1M +$1.33M +19,200 +6%
SCM
208
Steele Capital Management
Iowa
$22.1M -$118K -1,708 -0.5%
Stifel Financial
209
Stifel Financial
Missouri
$21.8M +$3.24M +46,784 +17%
LWL
210
Leo Wealth LLC
Texas
$21.6M +$1.94M +27,989 +10%
IA
211
IFG Advisory
Georgia
$21.4M +$706K +10,179 +3%
VAS
212
Vestmark Advisory Solutions
Massachusetts
$21.3M -$31.9M -459,925 -60%
KP
213
Keel Point
Alabama
$21.2M -$10.9M -157,834 -34%
AFP
214
Ausdal Financial Partners
Iowa
$21.1M -$222K -3,209 -1%
MFG
215
MidWestOne Financial Group
Iowa
$21M -$564K -8,130 -3%
LAS
216
Legacy Advisory Services
Pennsylvania
$20.9M -$1.99M -28,723 -9%
CWS
217
Cypress Wealth Services
California
$20.8M -$418K -6,028 -2%
CAAM
218
Cornerstone Advisors Asset Management
Pennsylvania
$20.7M +$38.8K +560 +0.2%
MWM
219
McMill Wealth Management
Nebraska
$20.7M +$20.8M +299,834 New
GWM
220
Geneos Wealth Management
Colorado
$20.6M +$1.27M +18,329 +7%
CWM
221
Centric Wealth Management
Illinois
$20.6M +$7.18M +103,551 +53%
IPA
222
Investment Planning Advisors
Georgia
$20.4M -$5.11M -73,712 -20%
CIC
223
Carnegie Investment Counsel
Ohio
$20.4M +$1.82M +26,269 +10%
BFA
224
Brown Financial Advisors
Ohio
$20.3M +$5.65M +81,582 +38%
SFI
225
SPC Financial Inc
Maryland
$20.2M -$369K -5,326 -2%