SPY icon

State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
PWSG
3176
Pacific Wealth Strategies Group
California
$762K +$2.94K +5 +0.4%
OHIS
3177
Oak Harvest Investment Services
Texas
$758K -$351K -598 -31%
CFAM
3178
Center For Asset Management
Florida
$758K +$20.6K +35 +3%
SC
3179
Syon Capital
California
$757K +$796K +1,354 New
GOCP
3180
Great Oak Capital Partners
Massachusetts
$756K – – –
GA
3181
GoalVest Advisory
New York
$755K -$10.6K -18 -1%
SFG
3182
Seamount Financial Group
Colorado
$754K +$21.2K +36 +3%
NIM
3183
Nicollet Investment Management
Minnesota
$753K -$11.8K -20 -1%
GFG
3184
Greenbush Financial Group
New York
$752K +$2.94K +5 +0.4%
BMM
3185
Buffington Mohr McNeal
Idaho
$751K -$479K -815 -38%
RIM
3186
RW Investment Management
Idaho
$751K +$1.76K +3 +0.2%
SP
3187
Symmetry Partners
Connecticut
$751K – – –
FA
3188
Financial Alternatives
California
$750K – – –
HKAM
3189
Horizon Kinetics Asset Management
New York
$748K -$78.2K -133 -9%
BPFA
3190
Barnes Pettey Financial Advisors
Mississippi
$746K -$14.7K -25 -2%
TBC
3191
Ted Buchan & Co
California
$744K -$128K -217 -14%
SFSG
3192
Sound Financial Strategies Group
Mississippi
$743K +$309K +526 +66%
MA
3193
Maxele Advisors
Missouri
$743K -$38.8K -66 -5%
KAM
3194
KEB Asset Management
Illinois
$743K -$1.76K -3 -0.2%
AA
3195
Aufman Associates
Pennsylvania
$742K -$17K -29 -2%
LKBC
3196
L.K. Benson & Company
Maryland
$741K – – –
GSAM
3197
Grant Street Asset Management
Pennsylvania
$740K +$52.9K +90 +7%
OWA
3198
Oak Wealth Advisors
Illinois
$740K -$205K -349 -21%
CPC
3199
Cookson Peirce & Co
Pennsylvania
$739K +$284K +484 +58%
GWM
3200
GK Wealth Management
Nevada
$738K +$169K +288 +28%
126 127
128
129 130