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
GWMIA
2801
Global Wealth Management Investment Advisory
Florida
$416K – – –
FI
2802
Financial Insights
Washington
$415K -$7.34K -16 -2%
WE
2803
Wealth Effects
Massachusetts
$414K +$400K +872 New
CFS
2804
Cannon Financial Strategists
Georgia
$413K +$119K +259 +42%
SHWM
2805
Smith & Howard Wealth Management
Georgia
$413K -$1.75M -3,802 -81%
BA
2806
Baugh & Associates
Georgia
$413K -$5.97K -13 -1%
BBW
2807
Blue Barn Wealth
Utah
$412K +$3.21K +7 +0.8%
SMH
2808
Sanders Morris Harris
Texas
$412K +$11K +24 +3%
WSWA
2809
Warren Street Wealth Advisors
California
$411K +$398K +866 New
BOS
2810
Bank of Stockton
California
$408K – – –
CC
2811
Constitution Capital
Connecticut
$407K +$17.9K +39 +5%
CSI
2812
Cross Staff Investments
New York
$406K +$393K +855 New
LWM
2813
Lionsbridge Wealth Management
Florida
$406K +$393K +856 New
DBRC
2814
D.B. Root & Company
Pennsylvania
$405K +$135K +294 +53%
RI
2815
Rinkey Investments
California
$405K +$395K +861 New
SAM
2816
Smithbridge Asset Management
Pennsylvania
$404K +$390K +850 New
BA
2817
Bivin & Associates
Oklahoma
$403K +$389K +848 New
SFCL
2818
Strengthening Families & Communities LLC
Massachusetts
$403K +$389K +848 New
TCM
2819
Tuttle Capital Management
Connecticut
$402K -$162K -353 -29%
TDWM
2820
Topel & Distasi Wealth Management
California
$402K +$388K +846 New
RCA
2821
Roberts Capital Advisors
Colorado
$401K +$387K +844 New
RWI
2822
Red Wave Investments
Pennsylvania
$400K +$1.84K +4 +0.5%
APSP
2823
Asset Planning Services (Pennsylvania)
Pennsylvania
$399K -$197K -429 -34%
DL
2824
DOHJ LLC
Washington
$399K – – –
HIF
2825
Hill Island Financial
Michigan
$399K +$385K +839 New
111 112
113
114 115