SPY icon

State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
PCMC
2826
Planning Capital Management Corporation
Pennsylvania
$815K -$36.3K -73 -4%
OC
2827
Opinicus Capital
Florida
$814K -$18.4K -37 -2%
KFI
2828
Key Financial Inc
Pennsylvania
$814K -$4.98K -10 -0.6%
BWM
2829
Birchcreek Wealth Management
Ohio
$814K -$82.1K -165 -10%
SFM
2830
Stack Financial Management
Montana
$812K -$45.8K -92 -6%
BWM
2831
BKM Wealth Management
Wisconsin
$811K -$478K -961 -38%
BAM
2832
Bellevue Asset Management
Washington
$810K +$49.8K +100 +7%
GA
2833
GoalVest Advisory
New York
$809K -$31.9K -64 -4%
VFG
2834
Valley Financial Group
Pennsylvania
$808K -$25.9K -52 -3%
GCM
2835
Gables Capital Management
Florida
$807K +$19.4K +39 +3%
LWM
2836
Liberty Wealth Management
California
$805K +$75.2K +151 +11%
FCT
2837
Family Capital Trust
Massachusetts
$804K -$3.48K -7 -0.5%
CFO
2838
CVA Family Office
Colorado
$804K +$498 +1 +0.1%
TCM
2839
Tran Capital Management
California
$803K -$1.44M -2,894 -65%
ACG
2840
Allen Capital Group
Nebraska
$798K -$1.14M -2,288 -60%
CWM
2841
Centric Wealth Management
Illinois
$798K +$419K +841 +112%
BPFA
2842
Barnes Pettey Financial Advisors
Mississippi
$797K +$1.49K +3 +0.2%
NAMM
2843
NorthStar Asset Management (Massachusetts)
Massachusetts
$796K – – –
QWP
2844
Quotient Wealth Partners
Texas
$794K +$249K +501 +49%
HAG
2845
HF Advisory Group
Maryland
$793K +$8.46K +17 +1%
CL
2846
CIM LLC
New York
$793K -$3.48K -7 -0.5%
PCI
2847
Planning Center Inc
Illinois
$790K +$2.49K +5 +0.3%
AWM
2848
AllSquare Wealth Management
New York
$789K +$24.9K +50 +3%
PGF
2849
Plan Group Financial
Oklahoma
$789K – – –
IPAM
2850
Investment Partners Asset Management
New Jersey
$789K -$74.7K -150 -9%
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