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
RAM
3251
Roanoke Asset Management
New Jersey
$376K +$11.6K +26 +3%
HAC
3252
Harbor Advisory Corp
New Hampshire
$376K – – –
AIA
3253
AIMZ Investment Advisors
California
$376K +$445 +1 +0.1%
TC
3254
Touchstone Capital
Pennsylvania
$375K +$351K +789 New
GL
3255
Gerber LLC
Ohio
$374K +$350K +786 New
KWA
3256
Kellett Wealth Advisors
Ohio
$373K +$109K +245 +45%
TFO
3257
Tarbox Family Office
California
$372K -$59.2K -133 -15%
NPPM
3258
North Point Portfolio Managers
Ohio
$371K +$348K +781 New
TPWM
3259
Twelve Points Wealth Management
Massachusetts
$371K +$347K +780 New
NWMG
3260
National Wealth Management Group
Ohio
$370K -$41.9K -94 -11%
CCM
3261
Cox Capital Management
Massachusetts
$369K +$10.2K +23 +3%
CWM
3262
Centric Wealth Management
Illinois
$368K +$1.78K +4 +0.5%
PA
3263
PSI Advisors
Florida
$368K +$22.7K +51 +7%
PWA
3264
Physician Wealth Advisors
Utah
$368K -$78.8K -177 -19%
EHAM
3265
Eagle Harbor Asset Management
Washington
$367K – – –
FLA
3266
Financial Life Advisors
Texas
$367K -$24.1K -54 -7%
BBI
3267
Baxter Bros Inc
Connecticut
$366K +$13.4K +30 +4%
VAG
3268
Vannoy Advisory Group
Texas
$366K +$343K +771 New
RWRC
3269
R.W. Roge & Company
New York
$366K – – –
MWM
3270
McNaughton Wealth Management
California
$366K -$13.4K -30 -4%
GC
3271
GFG Capital
Florida
$366K +$84.2K +189 +33%
RFWA
3272
RPg Family Wealth Advisory
Massachusetts
$365K -$22.3K -50 -6%
ACA
3273
Anchor Capital Advisors
Massachusetts
$365K +$69K +155 +25%
SWM
3274
SilverOak Wealth Management
Minnesota
$365K +$342K +768 New
CWM
3275
CarsonAllaria Wealth Management
Illinois
$364K +$176K +395 +106%
129 130
131
132 133