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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWG
201
Crown Wealth Group
North Carolina
$37.1M -$858K -10,733 -2%
SWM
202
SFG Wealth Management
Maryland
$36.3M +$11.2M +140,616 +42%
CFS
203
Compass Financial Services
Iowa
$36.3M -$288K -3,599 -0.8%
RIS
204
Richmond Investment Services
Wisconsin
$36M +$1.49M +18,581 +4%
FA
205
Fiduciary Alliance
South Carolina
$35.8M +$31.3M +391,036 +896%
AllianceBernstein
206
AllianceBernstein
Tennessee
$34.9M +$34.5M +431,290 +11,467%
NRI
207
NFP Retirement Inc
California
$34.7M +$3.22M +40,204 +10%
IFG
208
Independent Financial Group
California
$34.6M +$3.57M +44,596 +11%
MHWM
209
Montz Harcus Wealth Management
Louisiana
$34.4M +$753K +9,414 +2%
RWP
210
Ridgeline Wealth Planning
Ohio
$34.3M +$41.4K +517 +0.1%
EIA
211
Eldridge Investment Advisors
New Hampshire
$34.3M +$3.29M +41,085 +10%
CSP
212
Cary Street Partners
Virginia
$34M -$364K -4,557 -1%
AAS
213
Asset Allocation Strategies
Michigan
$33.7M +$17.3M +216,660 +97%
HBFP
214
Henderson Brothers Financial Partners
Pennsylvania
$33.7M +$35.2M +439,870 New
PA
215
PFG Advisors
Arizona
$33.4M -$1.3M -16,256 -4%
MFG
216
Merit Financial Group
Georgia
$33.1M -$1.02M -12,814 -3%
FFA
217
Fragasso Financial Advisors
Pennsylvania
$33M +$19.1M +239,092 +129%
Lido Advisors
218
Lido Advisors
California
$32.6M -$22M -274,937 -39%
SP
219
Stonebrook Private
Michigan
$32.5M +$9.62M +120,331 +40%
MGIA
220
Moneta Group Investment Advisors
Missouri
$32.3M -$478K -5,980 -1%
KLI
221
Kelman-Lazarov Inc
Tennessee
$32.2M +$928K +11,601 +3%
LWL
222
Leo Wealth LLC
Texas
$32.1M +$500K +6,257 +2%
KFP
223
KMG Fiduciary Partners
Ohio
$31.9M -$5.98M -74,820 -15%
BAG
224
Bauman Advisory Group
Nevada
$31.8M -$2.39M -29,859 -7%
SW
225
Simplicity Wealth
New Jersey
$31.7M +$6.15M +76,843 +23%