We are live on ! Find out more
SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NA
201
Nottingham Advisors
New York
$24.3M -$3.55M -51,287 -12%
Cerity Partners
202
Cerity Partners
New York
$24M +$1.81M +26,104 +8%
PBF
203
Petix & Botte Financial
California
$23.8M +$7.17M +103,644 +40%
PNC Financial Services Group
204
PNC Financial Services Group
Pennsylvania
$23.5M +$232K +3,352 +0.9%
KAM
205
Knightsbridge Asset Management
California
$23.3M -$219K -3,172 -0.9%
CWG
206
Crown Wealth Group
North Carolina
$22.9M -$3.05M -44,170 -11%
LAS
207
Lloyd Advisory Services
Georgia
$22.8M -$3.67M -53,084 -13%
WCFA
208
Walkner Condon Financial Advisors
Wisconsin
$22.7M -$4.46M -64,434 -16%
LFAS
209
Level Four Advisory Services
Texas
$22.6M +$564K +8,153 +2%
MFA
210
Mayflower Financial Advisors
Massachusetts
$22.4M +$934K +13,499 +4%
WCP
211
Welch Capital Partners
New York
$22.3M +$14.9M +216,044 +177%
FFWA
212
Forthright Family Wealth Advisory
Texas
$22.2M +$451K +6,516 +2%
FFN
213
Focus Financial Network
Minnesota
$22.2M -$746K -10,779 -3%
American Century Companies
214
American Century Companies
Missouri
$22M +$1.02M +14,700 +5%
WAOI
215
Wealth Advisors of Iowa
Iowa
$21.7M -$540K -7,813 -2%
VWM
216
Vigilare Wealth Management
Arizona
$21.6M +$22.7M +328,140 New
GWM
217
Geneos Wealth Management
Colorado
$21.5M +$1.97M +28,480 +10%
CW
218
CreativeOne Wealth
Kansas
$21.4M -$13.7M -198,270 -38%
IA
219
IFG Advisory
Georgia
$20.9M -$86.4K -1,249 -0.4%
SCM
220
Steele Capital Management
Iowa
$20.9M -$139K -2,005 -0.6%
KLI
221
Kelman-Lazarov Inc
Tennessee
$20.9M +$22M +317,912 New
IFG
222
Independent Financial Group
California
$20.9M +$2.42M +34,996 +12%
MWM
223
McMill Wealth Management
Nebraska
$20.8M +$1.15M +16,629 +6%
Stifel Financial
224
Stifel Financial
Missouri
$20.6M -$222K -3,210 -1%
HIP
225
HUB Investment Partners
Texas
$20.4M +$1.49M +21,611 +8%