SPY icon

State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
CMMS
3276
Comprehensive Money Management Services
Florida
$678K – – –
SWM
3277
Silverlake Wealth Management
Vermont
$678K +$35.9K +61 +5%
CCA
3278
Carrera Capital Advisors
Michigan
$677K -$21.2K -36 -3%
MIM
3279
Moseley Investment Management
Florida
$677K +$38.2K +65 +6%
HFP
3280
Holistic Financial Partners
Indiana
$675K +$8.23K +14 +1%
PWA
3281
Physician Wealth Advisors
Utah
$674K -$61.1K -104 -8%
NLWP
3282
Next Level Wealth Planning
Idaho
$673K +$707K +1,203 New
HP
3283
Hilltop Partners
Indiana
$673K -$5.88K -10 -0.8%
LI
3284
LVZ Inc
Michigan
$671K -$2.35K -4 -0.3%
MCA
3285
Magnolia Capital Advisors
Mississippi
$670K +$6.47K +11 +0.9%
IFS
3286
Intelligent Financial Strategies
Minnesota
$670K – – –
APSI
3287
Asset Planning Services Inc
Louisiana
$669K -$27K -46 -4%
NWM
3288
Nova Wealth Management
Florida
$669K -$26.4K -45 -4%
FMN
3289
Financial Management Network
California
$668K +$50.5K +86 +7%
DWM
3290
Darwin Wealth Management
Florida
$666K – – –
SM
3291
Sabby Management
Florida
$666K -$1.23M -2,090 -64%
OFO
3292
OneAscent Family Office
Alabama
$665K +$695K +1,183 New
EA
3293
Eclectic Associates
California
$664K +$79.3K +135 +13%
NWM
3294
Northcape Wealth Management
New York
$663K +$2.94K +5 +0.4%
SP
3295
Sequent Planning
Nebraska
$661K – – –
GB
3296
Goepper Burkhardt
South Carolina
$658K +$5.88K +10 +0.9%
RWM
3297
Rezny Wealth Management
Florida
$658K +$103K +175 +17%
FA
3298
FC Advisory
Pennsylvania
$657K +$1.18K +2 +0.2%
WCM
3299
Wealthcare Capital Management
Virginia
$657K +$457K +778 +196%
I
3300
IMPACTfolio
Colorado
$657K – – –
130 131
132
133 134