SPY icon

State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
SFA
2801
Souders Financial Advisors
Ohio
$838K -$98.1K -197 -11%
DSAM
2802
Dock Street Asset Management
Florida
$838K +$146K +293 +22%
HAFG
2803
Hansen & Associates Financial Group
California
$837K +$841K +1,690 New
CWM
2804
Concentric Wealth Management
California
$836K – – –
CWG
2805
Crown Wealth Group
North Carolina
$836K +$447K +898 +128%
WA
2806
WESPAC Advisors
California
$835K +$50.3K +101 +7%
TA
2807
TFB Advisors
Kansas
$833K +$147K +296 +22%
RWM
2808
Ruedi Wealth Management
Illinois
$832K +$498 +1 +0.1%
HCP
2809
Hexagon Capital Partners
Arkansas
$829K +$29.4K +59 +4%
LIA
2810
LS Investment Advisors
Michigan
$829K +$52.3K +105 +7%
LWM
2811
Lakeridge Wealth Management
Ohio
$828K +$3.48K +7 +0.4%
TPA
2812
Trivium Point Advisory
Connecticut
$827K +$20.4K +41 +3%
MSWM
2813
Mowery & Schoenfeld Wealth Management
Illinois
$826K – – –
BFG
2814
Beacon Financial Group
Texas
$826K -$314K -631 -29%
LFA
2815
LifeGuide Financial Advisors
Pennsylvania
$825K – – –
HBWM
2816
Hollow Brook Wealth Management
New York
$824K +$199K +400 +34%
IP
2817
Isthmus Partners
Wisconsin
$823K – – –
GGS
2818
Galvin Gaustad & Stein
Arizona
$822K +$3.48K +7 +0.4%
PPWM
2819
PFG Private Wealth Management
Florida
$820K -$21.4K -43 -3%
AIA
2820
Alternative Investment Advisors
Florida
$819K +$8.46K +17 +1%
HS
2821
Horan Securities
United States
$818K -$22.4K -45 -3%
RAG
2822
RIA Advisory Group
Iowa
$817K +$778K +1,562 New
BFIC
2823
Bedell Frazier Investment Counselling
California
$817K -$996 -2 -0.1%
BOS
2824
Bank of Stockton
California
$816K – – –
EBWM
2825
Eagle Bluffs Wealth Management
Missouri
$815K – – –
111 112
113
114 115