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
HWP
3201
Highline Wealth Partners
California
$214K +$86.3K +194 +63%
BAG
3202
Briggs Advisory Group
Rhode Island
$214K – – –
HA
3203
Harfst & Associates
Wyoming
$214K – – –
FSA
3204
Financial Sense Advisors
California
$214K +$87.2K +196 +64%
BHWM
3205
Bay Harbor Wealth Management
Maryland
$213K -$445 -1 -0.2%
WAG
3206
Windsor Advisory Group
Ohio
$213K +$8.89K +20 +4%
HIM
3207
Harbour Investment Management
Washington
$213K – – –
FTDI
3208
First Trust Direct Indexing
Massachusetts
$212K +$445 +1 +0.2%
RIM
3209
Redwood Investment Management
Arizona
$212K +$221K +497 New
CIAS
3210
CBIZ Investment Advisory Services
Ohio
$212K – – –
MCM
3211
McRae Capital Management
New Jersey
$209K -$10.2K -23 -4%
V
3212
ViaWealth
Kansas
$209K – – –
SCA
3213
Stillwater Capital Advisors
Pennsylvania
$208K – – –
WWG
3214
West Wealth Group
California
$208K +$890 +2 +0.4%
WMS
3215
Wealth Management Solutions
Pennsylvania
$207K -$7.12K -16 -3%
FA
3216
Faithward Advisors
Pennsylvania
$206K +$208K +468 New
SFP
3217
Strategic Financial Partners
Oregon
$206K – – –
BC
3218
Blackhill Capital
New Jersey
$204K – – –
JC
3219
JB Capital
Connecticut
$204K +$4.45K +10 +2%
PIAS
3220
PCA Investment Advisory Services
Ohio
$204K +$445 +1 +0.2%
AFC
3221
Adaptive Financial Consulting
Ohio
$203K – – –
SC
3222
Schulhoff & Co
Ohio
$203K – – –
DAC
3223
Dividend Assets Capital
South Carolina
$203K +$82.7K +186 +64%
CNB
3224
Camden National Bank
Maine
$202K -$3.11K -7 -1%
CMP
3225
Coston McIsaac & Partners
Maine
$202K +$89.8K +202 +74%
127 128
129
130 131