SPY icon

State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
SOAG
2676
Silver Oak Advisory Group
Oregon
$1.02M +$3.98K +8 +0.4%
NL
2677
Navalign LLC
California
$1.02M -$80.7K -162 -8%
CPSC
2678
Carl P. Sherr & Co
Massachusetts
$1.02M – – –
AF
2679
Alerus Financial
North Dakota
$1.02M -$2.49K -5 -0.3%
SFG
2680
Socha Financial Group
New York
$1.01M +$403K +809 +72%
RI
2681
Rinkey Investments
California
$1.01M +$366K +735 +61%
CAM
2682
Cypress Asset Management
Texas
$1.01M +$118K +238 +16%
PWP
2683
Precedent Wealth Partners
Texas
$1.01M – – –
MWM
2684
Marion Wealth Management
Pennsylvania
$1.01M +$177K +356 +23%
AIC
2685
Archer Investment Corporation
Indiana
$1.01M -$42.3K -85 -4%
BMC
2686
Bear Mountain Capital
Washington
$1M – – –
HKAM
2687
Horizon Kinetics Asset Management
New York
$1M -$405K -813 -30%
FSCM
2688
Front Street Capital Management
Montana
$997K +$490K +985 +107%
EPM
2689
Elm Partners Management
Pennsylvania
$996K +$101K +202 +12%
CPG
2690
Cornerstone Planning Group
New Jersey
$996K -$11.5K -23 -1%
PHIC
2691
Pine Haven Investment Counsel
Massachusetts
$995K -$37.3K -75 -4%
DWMS
2692
Dominguez Wealth Management Solutions
Virginia
$990K +$1.99K +4 +0.2%
AFS
2693
Annapolis Financial Services
Maryland
$990K -$1.14M -2,296 -55%
MSA
2694
Marino Stram & Associates
Massachusetts
$989K +$498 +1 +0.1%
RSS
2695
Rosenblum Silverman Sutton
California
$989K -$14.4K -29 -2%
CTA
2696
Colonial Trust Advisors
South Carolina
$988K +$19.9K +40 +2%
TFA
2697
Tranquilli Financial Advisor
New Jersey
$988K +$583K +1,171 +163%
PF
2698
Prosperitas Financial
California
$986K -$192K -386 -17%
RCA
2699
Roberts Capital Advisors
Colorado
$985K +$938K +1,884 New
GWCM
2700
Godshalk Welsh Capital Management
Pennsylvania
$981K – – –
106 107
108
109 110