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
KLWA
2701
Kelly Lawrence W & Associates
California
$99K – – –
TJHA
2702
Thomas J. Herzfeld Advisors
Florida
$94K – – –
FBT
2703
First Bank & Trust
South Dakota
$86K – – –
HI
2704
Hoey Investments
Pennsylvania
$77K +$3.53K +8 +5%
MG
2705
MilWealth Group
Wisconsin
$76.9K – – –
CAM
2706
Capco Asset Management
Florida
$75K – – –
CIM
2707
Contravisory Investment Management
Massachusetts
$75K – – –
AW
2708
Avion Wealth
Texas
$75K +$7.5K +17 +11%
PWA
2709
Phoenix Wealth Advisors
North Carolina
$66K – – –
ACG
2710
Allen Capital Group
Nebraska
$66K +$3.53K +8 +6%
TG
2711
TCW Group
California
$65.4K +$7.66M +17,360 +13%
BWL
2712
Bogart Wealth LLC
Virginia
$61K -$114K -259 -65%
CWA
2713
Carolina Wealth Advisors
South Carolina
$59K – – –
FA
2714
Fortis Advisors
Pennsylvania
$56K -$1.57B -3,550,329 -100%
SSC
2715
Syverson Strege & Co
Iowa
$53K +$441 +1 +0.8%
CA
2716
Centerpoint Advisors
Massachusetts
$49K – – –
CWM
2717
Concentrum Wealth Management
California
$49K +$50.7K +115 New
AIA
2718
Arcadia Investment Advisors
Idaho
$46.9K – – –
IHWM
2719
Iron Horse Wealth Management
Iowa
$45K – – –
FMB
2720
Field & Main Bank
Kentucky
$43K – – –
JC
2721
JBF Capital
Colorado
$43K – – –
USGIU
2722
U.S. Global Investors (USGI)
Texas
$43K – – –
SFPG
2723
Stonebridge Financial Planning Group
Florida
$41K – – –
FWM
2724
Focused Wealth Management
New York
$40K – – –
RTC
2725
Riverview Trust Company
Washington
$34K – – –
107 108
109
110 111