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
BFWM
2926
Bright Futures Wealth Management
New York
$693K +$631K +1,268 New
HP
2927
HT Partners
Connecticut
$692K – – –
WTFG
2928
Wells Trecaso Financial Group
Ohio
$691K -$49.8K -100 -7%
ECA
2929
Elevated Capital Advisors
Utah
$690K +$242K +487 +58%
BWIA
2930
Bryant Woods Investment Advisors
New York
$690K +$8.46K +17 +1%
BWL
2931
Beacon Wealthcare LLC
North Carolina
$690K +$44.3K +89 +7%
CPA
2932
Capital Performance Advisors
California
$685K -$253K -508 -28%
AIS
2933
AM Investment Strategies
Tennessee
$685K – – –
HWP
2934
Heritage Wealth Partners
Ohio
$684K – – –
BWP
2935
Bernardo Wealth Planning
Pennsylvania
$682K +$98.1K +197 +18%
BCFS
2936
Butensky & Cohen Financial Security
Florida
$682K -$18.9K -38 -3%
IP
2937
Investment Partners
Ohio
$681K +$996 +2 +0.2%
IIM
2938
Ipswich Investment Management
Massachusetts
$681K +$19.9K +40 +3%
CIG
2939
Cascade Investment Group
Colorado
$681K -$7.47K -15 -1%
GOCP
2940
Great Oak Capital Partners
Massachusetts
$679K +$996 +2 +0.2%
FF
2941
Financial Futures
New Jersey
$678K -$10.5K -21 -2%
FWM
2942
FSA Wealth Management
Massachusetts
$675K +$1.99K +4 +0.3%
CCM
2943
Carlson Capital Management
Minnesota
$674K -$2.5M -5,014 -80%
4WM
2944
4J Wealth Management
Virginia
$673K +$16.4K +33 +3%
HWM
2945
HighMark Wealth Management
Minnesota
$673K -$11K -22 -2%
CMBA
2946
C.M. Bidwell & Associates
Hawaii
$672K – – –
GCA
2947
Gradient Capital Advisors
California
$669K +$11.9K +24 +2%
WCWM
2948
Willow Creek Wealth Management
California
$669K +$64.2K +129 +11%
TWP
2949
Total Wealth Planning
Ohio
$668K +$93.6K +188 +17%
SWM
2950
StoneCrest Wealth Management
Arizona
$665K -$6.47K -13 -1%
116 117
118
119 120