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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BAG
201
Bauman Advisory Group
Nevada
$35.8M +$35.5M +445,771 New
MHWM
202
Montz Harcus Wealth Management
Louisiana
$35.3M +$248K +3,119 +0.7%
LA
203
LVW Advisors
New York
$34.8M +$11.1M +139,391 +47%
MGIA
204
Moneta Group Investment Advisors
Missouri
$34.4M -$1.63M -20,533 -5%
HGWM
205
Horst & Graben Wealth Management
Oregon
$34M +$992K +12,474 +3%
PWA
206
Physician Wealth Advisors
Utah
$33.4M +$959K +12,060 +3%
NRI
207
NFP Retirement Inc
California
$33.2M +$328K +4,128 +1%
LWL
208
Leo Wealth LLC
Texas
$33.2M +$32.8M +412,887 New
CIC
209
Carnegie Investment Counsel
Ohio
$33.1M +$1.19M +14,903 +4%
HBT
210
Hills Bank & Trust
Iowa
$33M +$4.4M +55,384 +16%
MFG
211
Macco Financial Group
Wisconsin
$32.9M +$32.6M +409,872 New
KLI
212
Kelman-Lazarov Inc
Tennessee
$32.9M +$2.26M +28,424 +7%
IFG
213
Independent Financial Group
California
$32.7M -$1.47M -18,541 -4%
EIA
214
Eldridge Investment Advisors
New Hampshire
$32.7M -$4.61K -58 -0%
VOYA Investment Management
215
VOYA Investment Management
Georgia
$32.6M +$32.4M +406,955 New
SA
216
Scarborough Advisors
Maryland
$32M +$531K +6,673 +2%
American Century Companies
217
American Century Companies
Missouri
$31.7M -$310K -3,900 -1%
CIM
218
Capital Investment Management
Missouri
$31M +$30.7M +385,991 New
Bank of Nova Scotia
219
Bank of Nova Scotia
Ontario, Canada
$30.8M +$3.29M +41,390 +12%
BCI
220
Brinker Capital Investments
Pennsylvania
$30.6M +$3.23M +40,618 +12%
SWM
221
Segment Wealth Management
Texas
$29.9M +$6.08M +76,400 +26%
AFP
222
Ausdal Financial Partners
Iowa
$29.5M +$994K +12,503 +4%
CWS
223
Cypress Wealth Services
California
$29.5M +$3.65M +45,952 +14%
LGW
224
Leslie Global Wealth
Illinois
$29.2M +$1.15M +14,468 +4%
Cerity Partners
225
Cerity Partners
New York
$29.2M -$1.57M -19,683 -5%