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
LFA
2951
Level Financial Advisors
New York
$283K +$274K +596 New
WPA
2952
Winning Points Advisors
Florida
$281K – – –
RWM
2953
Rockwood Wealth Management
Pennsylvania
$281K +$271K +591 New
AF
2954
Affiance Financial
Minnesota
$280K -$3.67K -8 -1%
BMC
2955
Beaton Management Company
Massachusetts
$280K +$271K +590 New
CWA
2956
Capital Wealth Alliance
Arizona
$279K -$2.75K -6 -1%
CAM
2957
Costello Asset Management
Pennsylvania
$278K – – –
CC
2958
Cannell & Co
New York
$277K +$268K +583 New
LFG
2959
Leverty Financial Group
Wisconsin
$276K +$268K +583 New
NWMG
2960
National Wealth Management Group
Ohio
$275K +$266K +579 New
B
2961
BetterWealth
California
$275K +$266K +579 New
CCM
2962
Ciovacco Capital Management
Georgia
$275K +$266K +579 New
BFA
2963
Brown Financial Advisory
Alabama
$274K – – –
NPPM
2964
North Point Portfolio Managers
Ohio
$274K – – –
RWA
2965
Rainsberger Wealth Advisors
Colorado
$274K +$265K +577 New
BCM
2966
Brookmont Capital Management
Texas
$273K – – –
NCP
2967
NexWave Capital Partners
New York
$273K +$459 +1 +0.2%
PCA
2968
Private Capital Advisors
Connecticut
$272K – – –
SIM
2969
Strategic Investment Management
Virginia
$270K -$275K -600 -51%
1WA
2970
180 Wealth Advisors
Washington
$270K -$459 -1 -0.2%
KL
2971
KilterHowling LLC
Colorado
$270K +$261K +568 New
BBL
2972
Beck Bode LLC
Massachusetts
$267K +$17K +37 +7%
DWA
2973
Douglass Winthrop Advisors
New York
$266K -$10.1K -22 -4%
BWM
2974
Birchcreek Wealth Management
Ohio
$266K +$258K +561 New
DSN
2975
D. Scott Neal
Kentucky
$265K – – –
117 118
119
120 121