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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KLI
201
Kelman-Lazarov Inc
Tennessee
$26.9M +$3.5M +52,004 +16%
LSWP
202
Liberty Square Wealth Partners
Pennsylvania
$26.8M -$37.9K -564 -0.2%
FFA
203
Farther Finance Advisors
California
$26.7M +$20.1M +298,692 +431%
MWM
204
Modern Wealth Management
Kansas
$26.7M +$22.4M +332,698 +973%
LWL
205
Leo Wealth LLC
Texas
$26.6M +$24.6M +366,552 New
TPW
206
Talon Private Wealth
Florida
$26.3M -$1.44M -21,369 -6%
NA
207
Nottingham Advisors
New York
$25.8M -$936K -13,923 -4%
BCI
208
Brinker Capital Investments
Pennsylvania
$25.4M +$5.09M +75,690 +28%
WWA
209
WCG Wealth Advisors
Nevada
$25.4M +$2.66M +39,504 +13%
SA
210
Scarborough Advisors
Maryland
$25.1M -$3.79M -56,336 -14%
LFAS
211
Level Four Advisory Services
Texas
$25M +$31.5K +469 +0.1%
BFG
212
Buttonwood Financial Group
Missouri
$25M -$9.58M -142,507 -29%
Cerity Partners
213
Cerity Partners
New York
$24.7M -$1.68M -24,968 -7%
WWG
214
West Wealth Group
California
$24.6M +$1.79M +26,688 +9%
AWS
215
Atria Wealth Solutions
New York
$24.5M -$2.54M -37,786 -10%
FFWA
216
Forthright Family Wealth Advisory
Texas
$24.4M -$46.2K -687 -0.2%
HIP
217
HUB Investment Partners
Texas
$24.4M +$1.79M +26,607 +9%
TWM
218
TSA Wealth Management
Texas
$24.4M -$3.71M -55,164 -14%
LAS
219
Lloyd Advisory Services
Georgia
$24.2M -$898K -13,356 -4%
MA
220
MONECO Advisors
Connecticut
$24.1M +$3.05M +45,311 +16%
WAOI
221
Wealth Advisors of Iowa
Iowa
$23.8M -$169K -2,514 -0.8%
SCM
222
Steele Capital Management
Iowa
$23.7M +$555K +8,247 +3%
PNC Financial Services Group
223
PNC Financial Services Group
Pennsylvania
$23.7M -$2.1M -31,230 -9%
PA
224
PFG Advisors
Arizona
$23.6M +$8.33M +123,843 +62%
SC
225
Sykon Capital
New York
$23.4M +$21.6M +321,497 New