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
GWSA
3226
Global Wealth Strategies & Associates
Colorado
$200K +$30.7K +69 +17%
BOC
3227
Bull Oak Capital
California
$200K +$208K +468 New
MWM
3228
Mascoma Wealth Management
New Hampshire
$195K +$6.23K +14 +3%
DWA
3229
Dougherty Wealth Advisers
Minnesota
$185K +$26.7K +60 +16%
CMA
3230
Cedar Mountain Advisors
Oregon
$178K +$445 +1 +0.2%
BCM
3231
Blume Capital Management
California
$177K -$17.8K -40 -9%
KHC
3232
Koesten Hirschmann & Crabtree
Kansas
$168K +$2.22K +5 +1%
ICM
3233
Intrepid Capital Management
Florida
$167K – – –
TJHA
3234
Thomas J. Herzfeld Advisors
Florida
$167K – – –
CWM
3235
CarsonAllaria Wealth Management
Illinois
$159K -$4.89K -11 -3%
CHA
3236
Carmichael Hill & Associates
Maryland
$157K -$196K -440 -54%
GG
3237
Gleason Group
Kentucky
$157K +$890 +2 +0.5%
ECM
3238
Elgethun Capital Management
South Dakota
$154K +$7.56K +17 +5%
FCG
3239
Financial Connections Group
California
$150K – – –
PP
3240
PFS Partners
New Jersey
$145K – – –
CIR
3241
Clear Investment Research
Georgia
$144K +$38.7K +87 +35%
ADIM
3242
Alpha DNA Investment Management
Maryland
$141K -$44.5K -100 -23%
IWP
3243
IAG Wealth Partners
Wisconsin
$140K – – –
WAM
3244
WFA Asset Management
Wisconsin
$138K +$890 +2 +0.6%
JWM
3245
Janiczek Wealth Management
Colorado
$137K – – –
FMB
3246
Field & Main Bank
Kentucky
$133K -$15.1K -34 -10%
LF
3247
Lee Financial
Texas
$130K -$31.6K -71 -19%
JAM
3248
JCIC Asset Management
Ontario, Canada
$130K – – –
SO
3249
STRS Ohio
Ohio
$130K -$256K -575 -65%
SFCL
3250
Strengthening Families & Communities LLC
Massachusetts
$130K – – –
128 129
130
131 132