SPY icon

State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
YAL
2851
Your Advocates Ltd
Texas
$1.3M +$33.7K +59 +3%
ACA
2852
Ascension Capital Advisors
Texas
$1.29M -$8.51M -14,891 -88%
RCM
2853
Regency Capital Management
Hawaii
$1.29M +$913K +1,597 +330%
BZWA
2854
Blue Zone Wealth Advisors
California
$1.28M -$20K -35 -2%
HAG
2855
HF Advisory Group
Maryland
$1.28M -$246K -430 -17%
OCPWS
2856
One Charles Private Wealth Services
Massachusetts
$1.28M +$15.4K +27 +1%
RWM
2857
Rockwood Wealth Management
Pennsylvania
$1.28M +$456K +798 +63%
FDDB
2858
Fidelity D&D Bancorp
Pennsylvania
$1.28M – – –
FOR
2859
Family Office Research
Maryland
$1.28M – – –
ECM
2860
EagleClaw Capital Management
Massachusetts
$1.28M -$139K -243 -11%
PAS
2861
Professional Advisory Services
Florida
$1.27M -$208K -363 -15%
EPM
2862
Elm Partners Management
Pennsylvania
$1.27M -$402K -703 -25%
VCM
2863
Viewpoint Capital Management
Washington
$1.27M – – –
KFA
2864
Kapstone Financial Advisors
Ohio
$1.27M +$77.2K +135 +7%
PWP
2865
Precedent Wealth Partners
Texas
$1.27M +$58.3K +102 +5%
FAM
2866
Formidable Asset Management
Ohio
$1.27M – – –
CPC
2867
Cookson Peirce & Co
Pennsylvania
$1.27M +$419K +733 +55%
MWM
2868
Massachusetts Wealth Management
Massachusetts
$1.27M – – –
WP
2869
Wealthspan Partners
Iowa
$1.27M +$60.6K +106 +5%
TBT
2870
Texas Bank & Trust
Texas
$1.27M -$96.6K -169 -8%
TCM
2871
Telos Capital Management
California
$1.27M +$29.7K +52 +3%
PA
2872
Prossimo Advisors
California
$1.27M – – –
IPAM
2873
Investment Partners Asset Management
New Jersey
$1.27M +$16K +28 +1%
WWM
2874
Wiser Wealth Management
Georgia
$1.27M +$47.4K +83 +4%
WIC
2875
WealthBridge Investment Counsel
Alberta, Canada
$1.26M -$14.3K -25 -1%
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