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
DWM
2776
Drive Wealth Management
Utah
$825K -$84.6K -190 -10%
ICM
2777
IMS Capital Management
Oregon
$821K +$15.6K +35 +2%
IPW
2778
Intergy Private Wealth
Colorado
$820K -$7.57K -17 -1%
JWM
2779
Jessup Wealth Management
Ohio
$819K +$3.56K +8 +0.5%
PCM
2780
Passive Capital Management
Maryland
$819K – – –
BWM
2781
Birchcreek Wealth Management
Ohio
$818K +$66.8K +150 +10%
LBA
2782
Letko, Brosseau & Associates
Quebec, Canada
$818K – – –
WA
2783
WealthTrust Axiom
Pennsylvania
$818K +$97.6K +219 +15%
OAP
2784
One Advisory Partners
Kansas
$814K – – –
NIM
2785
Nicollet Investment Management
Minnesota
$812K – – –
PAG
2786
Powers Advisory Group
Illinois
$812K – – –
MCA
2787
Martin Capital Advisors
Texas
$811K – – –
SCP
2788
Syntal Capital Partners
Texas
$810K – – –
EPM
2789
Elm Partners Management
Pennsylvania
$810K – – –
6F
2790
626 Financial
Michigan
$809K -$114K -255 -13%
SFS
2791
Strategic Financial Services
New York
$808K -$30.3K -68 -4%
SWM
2792
Shakespeare Wealth Management
Wisconsin
$804K – – –
CG
2793
Castellan Group
Kentucky
$804K – – –
SIA
2794
Strategic Investment Advisors
Michigan
$804K +$27.6K +62 +4%
BB
2795
Burford Brothers
Texas
$801K +$751K +1,686 New
GIA
2796
GHP Investment Advisors
Colorado
$799K +$221K +495 +42%
BCM
2797
Buckhead Capital Management
Georgia
$795K +$58.4K +131 +8%
SW
2798
SkyOak Wealth
Michigan
$794K +$445 +1 +0.1%
KAM
2799
Kraft Asset Management
Tennessee
$791K – – –
RG
2800
Retirement Group
California
$790K -$2.01M -4,510 -73%
110 111
112
113 114