SPY icon

State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
WFA
2626
Websterrogers Financial Advisors
South Carolina
$1.1M -$20.4K -41 -2%
YWS
2627
Yarger Wealth Strategies
Ohio
$1.1M +$3.48K +7 +0.3%
CASB
2628
Cape Ann Savings Bank
Massachusetts
$1.1M -$57.3K -115 -5%
BFAG
2629
Blackston Financial Advisory Group
Florida
$1.1M -$238K -479 -19%
JWM
2630
JPL Wealth Management
Colorado
$1.1M +$27.4K +55 +3%
MW
2631
Marcum Wealth
Ohio
$1.1M -$1.67M -3,354 -61%
ECM
2632
EagleClaw Capital Management
Massachusetts
$1.1M +$99.6K +200 +11%
EFL
2633
ERn Financial LLC
Wisconsin
$1.1M -$22.4K -45 -2%
B
2634
Bellecapital
Switzerland
$1.1M +$8.96K +18 +0.9%
LCC
2635
Lincoln Capital Corp
Rhode Island
$1.09M -$1.99K -4 -0.2%
IIA
2636
Integral Investment Advisors
California
$1.09M +$1.04M +2,084 New
CMP
2637
Courage Miller Partners
Virginia
$1.09M – – –
NEWAS
2638
N.E.W. Advisory Services
Wisconsin
$1.09M +$2.49K +5 +0.2%
HWA
2639
Heartwood Wealth Advisors
Virginia
$1.08M -$5.48K -11 -0.5%
MAM
2640
Morse Asset Management
Connecticut
$1.08M +$332K +666 +48%
LRIC
2641
Long Road Investment Counsel
Michigan
$1.08M – – –
VCM
2642
Viewpoint Capital Management
Washington
$1.08M – – –
PMAM
2643
Picton Mahoney Asset Management
Ontario, Canada
$1.08M -$149K -300 -13%
SW
2644
SkyOak Wealth
Michigan
$1.08M +$193K +388 +23%
PA
2645
Prossimo Advisors
California
$1.07M – – –
EGWAG
2646
Elwood & Goetz Wealth Advisory Group
Georgia
$1.07M -$74.2K -149 -7%
NI
2647
NCP Inc
California
$1.06M +$1.01M +2,034 New
AIA
2648
Angeles Investment Advisors
California
$1.06M – – –
CICI
2649
Capital Investment Counsel Inc
North Carolina
$1.06M – – –
FL
2650
FreeGulliver LLC
Louisiana
$1.06M – – –
104 105
106
107 108