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
$793K – – –
BPFA
2927
Barnes Pettey Financial Advisors
Mississippi
$793K -$21.6K -39 -3%
PRWA
2928
Platte River Wealth Advisors
Colorado
$792K -$14.4K -26 -2%
BWL
2929
Beacon Wealthcare LLC
North Carolina
$787K +$29.3K +53 +4%
BFG
2930
Beacon Financial Group
Texas
$786K -$116K -209 -13%
LCGC
2931
Legacy Capital Group California
California
$785K +$168K +304 +29%
MIA
2932
MeadowBrook Investment Advisors
Michigan
$785K +$237K +429 +46%
EWM
2933
Elmwood Wealth Management
California
$785K +$193K +349 +34%
NIM
2934
Nicollet Investment Management
Minnesota
$784K – – –
SDWIA
2935
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$782K -$6.63K -12 -0.9%
SC
2936
Scholtz & Company
Connecticut
$776K -$135K -245 -15%
FPWM
2937
FSB Premier Wealth Management
Iowa
$775K -$250K -453 -25%
WC
2938
Whitney & Co
New York
$775K -$11.1K -20 -1%
PWSG
2939
Pacific Wealth Strategies Group
California
$771K +$32.6K +59 +5%
AWM
2940
Aberdeen Wealth Management
Illinois
$771K – – –
EI
2941
Ethic Inc
New York
$771K – – –
FA
2942
Financial Alternatives
California
$769K – – –
KAM
2943
Kraft Asset Management
Tennessee
$768K -$131K -237 -15%
IIM
2944
Ipswich Investment Management
Massachusetts
$764K – – –
RIG
2945
RiverFront Investment Group
Virginia
$764K +$47.6K +86 +7%
RS
2946
Rakuten Securities
Japan
$761K -$301K -545 -29%
LI
2947
Lafayette Investments
Maryland
$761K +$28.2K +51 +4%
TA
2948
TFG Advisers
Michigan
$760K -$22.1K -40 -3%
DWM
2949
Drive Wealth Management
Utah
$759K +$275K +497 +60%
WTFG
2950
Wells Trecaso Financial Group
Ohio
$759K – – –
116 117
118
119 120