SPY icon

State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
CFO
3201
CVA Family Office
Colorado
$737K -$99.9K -170 -11%
RCP
3202
Rothschild Capital Partners
New York
$736K +$2.35K +4 +0.3%
PWM
3203
Prosperity Wealth Management
California
$735K +$353K +600 +84%
HHWM
3204
Hiley Hunt Wealth Management
Nebraska
$734K -$448K -762 -37%
MSFP
3205
Mark Sheptoff Financial Planning
Connecticut
$733K -$432K -735 -36%
FB
3206
First Bancorp
Maine
$731K +$37K +63 +5%
ABWM
3207
Alpine Bank Wealth Management
Colorado
$731K +$768K +1,307 New
LBWM
3208
Left Brain Wealth Management
Illinois
$731K – – –
SCP
3209
Stevens Capital Partners
Nebraska
$729K -$198K -337 -21%
KAM
3210
Kraft Asset Management
Tennessee
$728K -$21.7K -37 -3%
MF
3211
Manuka Financial
Virginia
$728K – – –
DWM
3212
Drive Wealth Management
Utah
$728K +$3.53K +6 +0.5%
VFPW
3213
Vantage Financial Partners (Wisconsin)
Wisconsin
$727K -$57.6K -98 -7%
FWM
3214
FSA Wealth Management
Massachusetts
$727K +$2.94K +5 +0.4%
DOA
3215
D'Orazio & Associates
Virginia
$726K – – –
AR
3216
Apeiron RIA
Texas
$726K +$38.2K +65 +5%
WTFG
3217
Wells Trecaso Financial Group
Ohio
$726K – – –
BFG
3218
Beacon Financial Group
Texas
$724K -$67.6K -115 -8%
CIG
3219
Cascade Investment Group
Colorado
$724K – – –
SIA
3220
Strategic Investment Advisors
Michigan
$723K -$52.3K -89 -6%
4WM
3221
4J Wealth Management
Virginia
$720K – – –
SCM
3222
Stonehearth Capital Management
Massachusetts
$720K +$16.5K +28 +2%
KGP
3223
Keystone Global Partners
Colorado
$720K +$756K +1,286 New
FWM
3224
Finer Wealth Management
Massachusetts
$720K -$68.8K -117 -8%
1CP
3225
17 Capital Partners
Arizona
$719K -$839K -1,428 -53%
127 128
129
130 131