We are live on ! Find out more
SPY icon

State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
WTFG
2551
Wells Trecaso Financial Group
Ohio
$687K – – –
HT
2552
HighTower Trust
Texas
$686K -$134K -348 -16%
CWM
2553
Concentric Wealth Management
California
$684K +$3.46K +9 +0.5%
TWP
2554
Total Wealth Planning
Ohio
$683K -$71.9K -187 -9%
FPGT
2555
Financial Partners Group (Tennessee)
Tennessee
$681K +$684K +1,780 New
EPP
2556
ETF Portfolio Partners
Kansas
$681K +$37.7K +98 +6%
MTIC
2557
Missouri Trust & Investment Company
Missouri
$678K – – –
RWM
2558
Ruedi Wealth Management
Illinois
$676K +$679K +1,767 New
FB
2559
First Bancorp
Maine
$675K -$1.92K -5 -0.3%
PFC
2560
Phocas Financial Corp
California
$675K – – –
HWP
2561
Heritage Wealth Partners
Ohio
$673K +$656K +1,706 New
TCM
2562
Telos Capital Management
California
$672K +$145K +377 +27%
HKIMG
2563
Hutchens & Kramer Investment Management Group
Indiana
$670K +$92.6K +241 +16%
DWM
2564
Drive Wealth Management
Utah
$668K +$668K +1,739 New
RSA
2565
River Street Advisors
Illinois
$667K +$670K +1,743 New
IWA
2566
IBEX Wealth Advisors
New Jersey
$666K +$5.76K +15 +0.9%
DI
2567
Diligent Investors
California
$665K +$1.15K +3 +0.2%
PPC
2568
Park Place Capital
Alabama
$663K +$666K +1,733 New
HCP
2569
Hexagon Capital Partners
Arkansas
$663K +$769 +2 +0.1%
NL
2570
Navalign LLC
California
$662K -$130K -339 -16%
AC
2571
AWM Capital
Arizona
$661K – – –
IAMOG
2572
Investors Asset Management of Georgia
Georgia
$661K +$22.3K +58 +3%
NIC
2573
Northwest Investment Counselors
Oregon
$661K +$151K +393 +29%
WBG
2574
Wharton Business Group
Pennsylvania
$660K -$452K -1,177 -41%
SFG
2575
Socha Financial Group
New York
$660K +$408K +1,062 +160%
101 102
103
104 105