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
RCP
3176
Rothschild Capital Partners
New York
$891K -$2.56K -4 -0.3%
CBTWT
3177
Community Bank & Trust (Waco, Texas)
Texas
$889K -$16K -25 -2%
IAG
3178
Ipsen Advisor Group
Arkansas
$889K -$134K -209 -14%
SWGC
3179
Summit Wealth Group (Colorado)
Colorado
$888K +$92.3K +144 +7%
MIM
3180
Moseley Investment Management
Florida
$888K +$78.2K +122 +10%
MCM
3181
Monument Capital Management
Virginia
$887K -$96.2K -150 -10%
MWM
3182
Mascoma Wealth Management
New Hampshire
$884K +$558K +871 +191%
F8IS
3183
Figure 8 Investment Strategies
Idaho
$883K -$32.1K -50 -4%
LKBC
3184
L.K. Benson & Company
Maryland
$882K – – –
PM
3185
Phraction Management
Connecticut
$882K – – –
RIM
3186
RW Investment Management
Idaho
$880K – – –
GOCP
3187
Great Oak Capital Partners
Massachusetts
$876K -$154K -240 -15%
MSFP
3188
Mark Sheptoff Financial Planning
Connecticut
$873K – – –
LBWM
3189
Left Brain Wealth Management
Illinois
$870K – – –
SP
3190
Sequent Planning
Nebraska
$869K -$1.28K -2 -0.2%
PCM
3191
Pointe Capital Management
Michigan
$869K +$110K +171 +15%
FCI
3192
Financial Counselors Inc
Kansas
$867K +$89.1K +139 +12%
DOA
3193
D'Orazio & Associates
Virginia
$865K – – –
SG
3194
Stanich Group
New York
$865K +$16.7K +26 +2%
FMN
3195
Financial Management Network
California
$865K -$14.1K -22 -2%
HKAM
3196
Horizon Kinetics Asset Management
New York
$862K -$22.4K -35 -3%
EA
3197
Eclectic Associates
California
$862K -$144K -224 -15%
CIG
3198
Cascade Investment Group
Colorado
$859K -$3.21K -5 -0.4%
PWM
3199
Prosperity Wealth Management
California
$858K +$185K +289 +29%
WMA
3200
William Mack & Associates
Michigan
$858K -$5.13K -8 -0.6%
126 127
128
129 130