SPY icon

State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
2926
Mattern Wealth Management
Kansas
$698K -$30.9K -62 -4%
BFWM
2927
Bright Futures Wealth Management
New York
$693K +$631K +1,268 New
HP
2928
HT Partners
Connecticut
$692K – – –
WTFG
2929
Wells Trecaso Financial Group
Ohio
$691K -$49.8K -100 -7%
ECA
2930
Elevated Capital Advisors
Utah
$690K +$242K +487 +58%
BWIA
2931
Bryant Woods Investment Advisors
New York
$690K +$8.46K +17 +1%
BWL
2932
Beacon Wealthcare LLC
North Carolina
$690K +$44.3K +89 +7%
CPA
2933
Capital Performance Advisors
California
$685K -$253K -508 -28%
AIS
2934
AM Investment Strategies
Tennessee
$685K – – –
HWP
2935
Heritage Wealth Partners
Ohio
$684K – – –
BWP
2936
Bernardo Wealth Planning
Pennsylvania
$682K +$98.1K +197 +18%
BCFS
2937
Butensky & Cohen Financial Security
Florida
$682K -$18.9K -38 -3%
IP
2938
Investment Partners
Ohio
$681K +$996 +2 +0.2%
IIM
2939
Ipswich Investment Management
Massachusetts
$681K +$19.9K +40 +3%
CIG
2940
Cascade Investment Group
Colorado
$681K -$7.47K -15 -1%
GOCP
2941
Great Oak Capital Partners
Massachusetts
$679K +$996 +2 +0.2%
FF
2942
Financial Futures
New Jersey
$678K -$10.5K -21 -2%
FWM
2943
FSA Wealth Management
Massachusetts
$675K +$1.99K +4 +0.3%
CCM
2944
Carlson Capital Management
Minnesota
$674K -$2.5M -5,014 -80%
4WM
2945
4J Wealth Management
Virginia
$673K +$16.4K +33 +3%
HWM
2946
HighMark Wealth Management
Minnesota
$673K -$11K -22 -2%
CMBA
2947
C.M. Bidwell & Associates
Hawaii
$672K – – –
GCA
2948
Gradient Capital Advisors
California
$669K +$11.9K +24 +2%
WCWM
2949
Willow Creek Wealth Management
California
$669K +$64.2K +129 +11%
TWP
2950
Total Wealth Planning
Ohio
$668K +$93.6K +188 +17%
116 117
118
119 120