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
JCFM
3126
JBR Co Financial Management
Oklahoma
$520K +$35.6K +68 +8%
MCB
3127
Morton Community Bank
Illinois
$519K – – –
S
3128
SimplyRich
California
$518K – – –
OWM
3129
OneAscent Wealth Management
Alabama
$518K +$7.33K +14 +1%
SFG
3130
SevenBridge Financial Group
Pennsylvania
$518K +$100K +191 +24%
CP
3131
Creekside Partners
California
$516K +$497K +949 New
RWM
3132
Revisor Wealth Management
Ohio
$516K -$3.65M -6,979 -88%
MKA
3133
M. Kulyk & Associates
Georgia
$515K -$1.57K -3 -0.3%
GSAM
3134
Grant Street Asset Management
Pennsylvania
$513K – – –
RCM
3135
Requisite Capital Management
Texas
$513K – – –
TC
3136
Truvestments Capital
Florida
$512K +$17.8K +34 +4%
TFA
3137
TPG Financial Advisors
Oregon
$512K +$492K +940 New
CWM
3138
Concentrum Wealth Management
California
$511K +$491K +939 New
MIA
3139
MeadowBrook Investment Advisors
Michigan
$511K – – –
FG
3140
Foster Group
Iowa
$511K -$290K -554 -37%
SRC
3141
Shufro Rose & Co
New York
$509K +$27.2K +52 +6%
CVM
3142
Cheviot Value Management
California
$509K -$175K -335 -26%
LC
3143
Landaas & Company
Wisconsin
$508K – – –
FC
3144
Fulcrum Capital
Washington
$506K – – –
OCG
3145
Opus Capital Group
Ohio
$506K – – –
AFWM
3146
Abich Financial Wealth Management
Virginia
$504K +$120K +230 +33%
SFC
3147
Sprinkle Financial Consultants
Colorado
$504K +$485K +926 New
OBWP
3148
O'Brien Wealth Partners
Massachusetts
$503K -$160K -306 -25%
CWM
3149
Chicago Wealth Management
Illinois
$502K +$482K +921 New
ACIM
3150
Azimuth Capital Investment Management
Michigan
$501K +$4.71K +9 +1%
124 125
126
127 128