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
OWA
3076
Oak Wealth Advisors
Illinois
$980K +$985K +1,672 New
DB
3077
Dravo Bay
Delaware
$980K +$18.3K +31 +2%
MCM
3078
McDonough Capital Management
Florida
$976K +$8.84K +15 +0.9%
VPWA
3079
Vestia Personal Wealth Advisors
Indiana
$975K +$36.5K +62 +4%
IWC
3080
Infinity Wealth Counsel
Ohio
$975K +$980K +1,663 New
SWTS
3081
Stonehaven Wealth & Tax Solutions
Wisconsin
$973K +$979K +1,661 New
KFI
3082
Key Financial Inc
Pennsylvania
$973K +$83.1K +141 +9%
WWM
3083
Whalen Wealth Management
Nevada
$973K +$229K +388 +31%
OAP
3084
One Advisory Partners
Kansas
$972K – – –
CCM
3085
Carlson Capital Management
Minnesota
$971K +$212K +360 +28%
BRWM
3086
Blue Rock Wealth Management
North Carolina
$971K +$976K +1,656 New
SWM
3087
Seaside Wealth Management
California
$969K +$67.2K +114 +7%
FWM
3088
Fortress Wealth Management
California
$968K +$2.36K +4 +0.2%
FPWM
3089
FSB Premier Wealth Management
Iowa
$967K +$176K +298 +22%
UAM
3090
Unison Asset Management
Florida
$964K – – –
IC
3091
Inkwell Capital
Florida
$964K +$969K +1,645 New
GCM
3092
Goldstream Capital Management
Hong Kong
$962K +$462K +785 +92%
SCP
3093
Stevens Capital Partners
Nebraska
$961K -$54.2K -92 -5%
TA
3094
TFB Advisors
Kansas
$960K +$38.9K +66 +4%
HI
3095
Horizon Investments
North Carolina
$959K +$136K +231 +16%
CTC
3096
Cetera Trust Company
Minnesota
$959K – – –
SIAG
3097
Signet Investment Advisory Group
Rhode Island
$956K – – –
SWK
3098
Stephen W. Kidder
$955K +$47.1K +80 +5%
DSAM
3099
Dock Street Asset Management
Florida
$955K +$15.9K +27 +2%
SFS
3100
Strategic Financial Services
New York
$954K -$19.4K -33 -2%
122 123
124
125 126