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
CWM
2901
Concentric Wealth Management
California
$829K -$85.7K -155 -10%
WFA
2902
Wade Financial Advisory
California
$827K – – –
WAG
2903
Windsor Advisory Group
Ohio
$826K +$356K +643 +81%
SFI
2904
SPC Financial Inc
Maryland
$823K +$217K +393 +38%
W
2905
WealthCollab
Washington
$823K – – –
LBWM
2906
Left Brain Wealth Management
Illinois
$820K +$13.3K +24 +2%
ECM
2907
EMC Capital Management
Texas
$818K +$2.07M +3,740 +103%
AA
2908
Addison Advisors
Vermont
$816K -$65.8K -119 -8%
OBWP
2909
O'Brien Wealth Partners
Massachusetts
$814K +$273K +494 +53%
ABWM
2910
Alpine Bank Wealth Management
Colorado
$814K +$784K +1,418 New
VRM
2911
Vectors Research Management
New York
$812K +$553 +1 +0.1%
ACM
2912
Avalon Capital Management
California
$812K -$7.19K -13 -0.9%
BFA
2913
Buttonwood Financial Advisors
Maryland
$811K +$131K +237 +20%
FWM
2914
Finer Wealth Management
Massachusetts
$809K -$48.7K -88 -6%
HI
2915
Horizon Investments
North Carolina
$807K -$11.1K -20 -1%
PCM
2916
Pennsylvania Capital Management
Pennsylvania
$805K -$34.8K -63 -4%
RIM
2917
RW Investment Management
Idaho
$804K – – –
SHA
2918
Seneca House Advisors
Virginia
$804K -$6.08K -11 -0.8%
A
2919
AlphaQuest
New York
$803K +$774K +1,400 New
IIC
2920
Integrated Investment Consultants
Michigan
$802K +$2.21K +4 +0.3%
AA
2921
Aufman Associates
Pennsylvania
$800K -$42K -76 -5%
WA
2922
WealthTrust Axiom
Pennsylvania
$798K +$1.11K +2 +0.1%
FFC
2923
First Financial Corp
Indiana
$798K -$11.6K -21 -1%
SL
2924
SFM LLC
New Hampshire
$797K +$103K +187 +16%
MWM
2925
Mattern Wealth Management
Kansas
$793K – – –
115 116
117
118 119