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
WPWM
3126
Western Pacific Wealth Management
Illinois
$224K +$96.5K +251 +75%
SWMG
3127
Signature Wealth Management Group
Georgia
$224K +$226K +587 New
CNAM
3128
Campbell Newman Asset Management
Wisconsin
$224K -$390K -1,014 -63%
EA
3129
Eclectic Associates
California
$223K +$224K +584 New
LC
3130
Lincoln Capital
Nebraska
$223K -$1.92K -5 -0.8%
WFMPM
3131
Woodley Farra Manion Portfolio Management
Indiana
$221K +$221K +575 New
BFM
3132
Broadview Financial Management
Wisconsin
$221K +$5K +13 +2%
BFA
3133
Brown Financial Advisory
Alabama
$220K – – –
ASW
3134
Astoria Strategic Wealth
Texas
$220K – – –
FCAM
3135
First Citizens Asset Management
North Carolina
$220K +$221K +574 New
JCM
3136
J2 Capital Management
Michigan
$219K +$220K +572 New
KL
3137
KilterHowling LLC
Colorado
$219K +$384 +1 +0.2%
DWA
3138
Delap Wealth Advisory
Oregon
$218K +$219K +569 New
SPI
3139
Santori & Peters Inc
Pennsylvania
$217K +$384 +1 +0.2%
BAM
3140
Baldrige Asset Management
Pennsylvania
$216K – – –
QCIG
3141
Quad-Cities Investment Group
Iowa
$215K +$216K +562 New
APW
3142
Axim Planning & Wealth
Ohio
$215K +$71.9K +187 +50%
NQWM
3143
Northwest Quadrant Wealth Management
Oregon
$215K +$769 +2 +0.4%
SFI
3144
SPC Financial Inc
Maryland
$214K +$215K +559 New
CBOR
3145
Community Bank of Raymore
Missouri
$213K +$214K +558 New
LWMNY
3146
Landmark Wealth Management (New York)
New York
$213K +$214K +558 New
B
3147
BetterWealth
California
$213K +$214K +556 New
CPA
3148
Court Place Advisors
Maryland
$212K +$1.15K +3 +0.3%
FF
3149
Friedenthal Financial
New Jersey
$212K +$213K +555 New
BW
3150
Basepoint Wealth
Iowa
$211K +$212K +552 New
124 125
126
127 128