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
BWP
3076
Bernardo Wealth Planning
Pennsylvania
$202K +$196K +427 New
LFA
3077
Lauterbach Financial Advisors
Texas
$201K +$195K +424 New
HCM
3078
Highlander Capital Management
New Jersey
$199K – – –
AIM
3079
AHL Investment Management
Florida
$197K +$191K +415 New
CH
3080
Canton Hathaway
Rhode Island
$195K -$870K -1,895 -82%
DWA
3081
Dougherty Wealth Advisers
Minnesota
$189K -$14.7K -32 -7%
FA
3082
Financial Advantage
Maryland
$189K – – –
BCM
3083
Blume Capital Management
California
$181K +$24.3K +53 +16%
MHR
3084
Matthew Hamilton Rosenberg
$180K -$42.7K -93 -20%
OF
3085
Outfitter Financial
Maine
$177K +$171K +372 New
DWP
3086
Destiny Wealth Partners
Florida
$176K – – –
MAM
3087
Mystic Asset Management
Rhode Island
$176K +$170K +371 New
OCM
3088
Orion Capital Management
California
$167K – – –
FA
3089
Financial Avengers
California
$166K – – –
CCMW
3090
Cypress Capital Management (Wyoming)
Wyoming
$166K +$153K +334 +2,227%
IWP
3091
IAG Wealth Partners
Wisconsin
$162K -$18.4K -40 -10%
HWM
3092
Holloway Wealth Management
Florida
$162K – – –
CWM
3093
CarsonAllaria Wealth Management
Illinois
$161K +$155K +338 New
HFS
3094
HBC Financial Services
Washington
$153K +$24.3K +53 +20%
MTWM
3095
Masso Torrence Wealth Management
New Jersey
$151K +$146K +317 New
WAM
3096
WFA Asset Management
Wisconsin
$149K +$144K +314 New
AWM
3097
Avondale Wealth Management
Texas
$142K – – –
SC
3098
Skylands Capital
Wisconsin
$142K – – –
TFP
3099
Tilia Fiduciary Partners
North Carolina
$141K +$136K +297 New
JWM
3100
Janiczek Wealth Management
Colorado
$135K +$459 +1 +0.4%
122 123
124
125 126