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
WCWM
3151
Willow Creek Wealth Management
California
$915K – – –
TI
3152
TTP Investments
California
$914K +$207K +323 +31%
BWL
3153
Beacon Wealthcare LLC
North Carolina
$914K – – –
MWM
3154
Mattern Wealth Management
Kansas
$912K -$7.69K -12 -0.9%
AFM
3155
Abbot Financial Management
Massachusetts
$910K -$14.7K -23 -2%
TGIA
3156
Torrey Growth & Income Advisors
California
$910K +$876K +1,366 New
GFG
3157
Greenbush Financial Group
New York
$908K +$8.33K +13 +1%
SWM
3158
Silverlake Wealth Management
Vermont
$907K +$641 +1 +0.1%
NIM
3159
Nicollet Investment Management
Minnesota
$907K +$7.69K +12 +0.9%
MF
3160
Manuka Financial
Virginia
$906K +$37.8K +59 +5%
HB
3161
Horizon Bancorp
Indiana
$905K -$7.05K -11 -0.8%
FFC
3162
First Financial Corp
Indiana
$905K -$25K -39 -3%
WA
3163
Waterford Advisors
New York
$904K -$13.8M -21,587 -94%
LFA
3164
LifeGuide Financial Advisors
Pennsylvania
$904K – – –
BFG
3165
Beacon Financial Group
Texas
$903K +$6.41K +10 +0.7%
TWM
3166
TriaGen Wealth Management
California
$903K -$23.1K -36 -3%
MAM
3167
MWA Asset Management
Massachusetts
$902K -$240K -375 -22%
GFWA
3168
Grey Fox Wealth Advisors
Delaware
$900K -$62.2K -97 -7%
JPWM
3169
Jamison Private Wealth Management
Georgia
$899K – – –
SFM
3170
Stack Financial Management
Montana
$897K -$19.9K -31 -2%
BCM
3171
Beaumont Capital Management
Massachusetts
$897K +$863K +1,347 New
AWM
3172
Ariadne Wealth Management
California
$897K +$87.2K +136 +11%
SP
3173
Symmetry Partners
Connecticut
$894K -$306K -477 -26%
CH
3174
Canton Hathaway
Rhode Island
$893K – – –
GWMIA
3175
Global Wealth Management Investment Advisory
Florida
$893K +$186K +290 +28%
125 126
127
128 129