SPY icon

State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
WE
2876
Wealth Effects
Massachusetts
$866K +$38.7K +70 +5%
MAM
2877
MWA Asset Management
Massachusetts
$866K +$331K +599 +66%
PFG
2878
PAX Financial Group
Texas
$863K +$553 +1 +0.1%
CL
2879
CIM LLC
New York
$862K – – –
PRI
2880
Prepared Retirement Institute
Pennsylvania
$862K +$9.95K +18 +1%
OPW
2881
Osprey Private Wealth
New York
$861K +$829K +1,500 New
NCTC
2882
New Covenant Trust Company
Indiana
$860K – – –
JLBC
2883
J.L. Bainbridge & Co
Florida
$858K -$2.21K -4 -0.3%
GA
2884
GoalVest Advisory
New York
$853K -$22.7K -41 -3%
NPA
2885
Nichols & Pratt Advisers
Massachusetts
$853K – – –
PCM
2886
Patient Capital Management
Maryland
$852K +$414K +748 +101%
BWM
2887
BCGM Wealth Management
Indiana
$850K – – –
FAM
2888
Fenimore Asset Management
New York
$848K +$553 +1 +0.1%
TBC
2889
Ted Buchan & Co
California
$847K -$67.5K -122 -8%
BHA
2890
Beech Hill Advisors
New York
$846K +$59.2K +107 +8%
AWM
2891
AllSquare Wealth Management
New York
$846K -$30.4K -55 -4%
CC
2892
Capital Counsel
New York
$846K -$16K -29 -2%
CIA
2893
Cladis Investment Advisory
Montana
$846K – – –
OWM
2894
Opes Wealth Management
California
$845K – – –
RIP
2895
RAM Investment Partners
Washington
$841K +$4.42K +8 +0.5%
HIM
2896
Hanlon Investment Management
New Jersey
$841K +$553K +1,000 +215%
WWM
2897
Wiser Wealth Management
Georgia
$837K +$71.3K +129 +10%
EWA
2898
Encompass Wealth Advisors
Oregon
$835K – – –
BWP
2899
Barlow Wealth Partners
Kentucky
$835K – – –
TIA
2900
Tiemann Investment Advisors
California
$834K – – –
114 115
116
117 118