SPY icon

State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
3276
Scholtz & Company
Connecticut
$751K -$41.8K -71 -5%
EFP
3277
Elser Financial Planning
Indiana
$751K +$755K +1,281 New
AWM
3278
Aberdeen Wealth Management
Illinois
$750K -$37.1K -63 -5%
WTB
3279
Washington Trust Bank
Washington
$750K +$75.4K +128 +11%
TA
3280
TFG Advisers
Michigan
$749K -$27.1K -46 -3%
MKA
3281
M. Kulyk & Associates
Georgia
$747K +$199K +338 +36%
MCM
3282
Monarch Capital Management
Indiana
$745K – – –
SG
3283
Stanich Group
New York
$744K +$748K +1,270 New
SIA
3284
Stegner Investment Associates
Kentucky
$743K +$174K +296 +30%
AWG
3285
Altus Wealth Group
Colorado
$743K -$222K -377 -23%
PSFG
3286
Prairie Sky Financial Group
Illinois
$743K -$1.09M -1,842 -59%
ATIA
3287
American Trust Investment Advisors
New Hampshire
$743K – – –
VRM
3288
Vectors Research Management
New York
$742K -$88.4K -150 -11%
VFG
3289
Valley Financial Group
Pennsylvania
$739K -$167K -284 -18%
NFC
3290
Northstar Financial Companies
Pennsylvania
$739K +$743K +1,261 New
SCM
3291
Stonehearth Capital Management
Massachusetts
$738K – – –
AIM
3292
Advyzon Investment Management
Illinois
$737K +$741K +1,258 New
OIAM
3293
OFI Invest Asset Management
France
$735K +$765K +1,298 New
WMA
3294
William Mack & Associates
Michigan
$734K +$738K +1,253 New
TWM
3295
TriaGen Wealth Management
California
$734K – – –
BWIA
3296
Bryant Woods Investment Advisors
New York
$733K – – –
FMN
3297
Financial Management Network
California
$733K – – –
WCWM
3298
Willow Creek Wealth Management
California
$732K -$9.43K -16 -1%
HCM
3299
Hall Capital Management
Rhode Island
$731K +$735K +1,248 New
CCA
3300
Carrera Capital Advisors
Michigan
$730K +$2.36K +4 +0.3%
130 131
132
133 134