SPY icon

State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
3076
Birchcreek Wealth Management
Ohio
$966K +$4.57K +8 +0.5%
TA
3077
TFB Advisors
Kansas
$964K -$20K -35 -2%
RL
3078
Rogco LP
Oklahoma
$963K +$12K +21 +1%
LPFG
3079
Landing Point Financial Group
Ohio
$961K +$58.9K +103 +7%
SFS
3080
Strategic Financial Services
New York
$960K -$16.6K -29 -2%
SIAG
3081
Signet Investment Advisory Group
Rhode Island
$960K -$45.2K -79 -5%
QFW
3082
QTR Family Wealth
Florida
$959K -$29.2K -51 -3%
IAG
3083
Ipsen Advisor Group
Arkansas
$953K -$94.9K -166 -10%
HBW
3084
Hazlett, Burt & Watson
West Virginia
$952K +$2.86K +5 +0.3%
HWMG
3085
Hurlow Wealth Management Group
Indiana
$949K – – –
HCM
3086
Hilton Capital Management
New York
$949K – – –
GK
3087
Graney & King
New York
$949K +$572 +1 +0.1%
MCM
3088
Marathon Capital Management
Maryland
$948K -$110K -192 -11%
VH
3089
Visionary Horizons
Tennessee
$948K -$115K -201 -12%
BFIC
3090
Bedell Frazier Investment Counselling
California
$947K -$9.61M -16,815 -92%
RWM
3091
Ruedi Wealth Management
Illinois
$944K +$572 +1 +0.1%
SWK
3092
Stephen W. Kidder
$942K -$14.3K -25 -2%
BMO
3093
Beck Mack & Oliver
New York
$940K -$11.4K -20 -1%
HI
3094
Horizon Investments
North Carolina
$938K -$8.57K -15 -1%
EA
3095
Eclectic Associates
California
$937K +$189K +330 +28%
MAM
3096
Milestone Asset Management
Pennsylvania
$936K -$10.6M -18,495 -92%
MAM
3097
Marquette Asset Management
Minnesota
$935K – – –
FA
3098
Financial Alternatives
California
$935K +$98.3K +172 +13%
OC
3099
Opinicus Capital
Florida
$934K +$5.14K +9 +0.6%
AWA
3100
ARQ Wealth Advisors
Arizona
$933K – – –
122 123
124
125 126