SPY icon

State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
AAA
3326
AG Asset Advisory
California
$630K – – –
BWM
3327
BCGM Wealth Management
Indiana
$630K -$5.88K -10 -0.9%
GA
3328
Gordian Advisors
Arizona
$628K +$660K +1,123 New
RCA
3329
Riverview Capital Advisers
Massachusetts
$628K +$588 +1 +0.1%
EFG
3330
Elm3 Financial Group
Georgia
$627K -$200K -340 -23%
ACM
3331
Ardent Capital Management
Ohio
$627K -$23.5K -40 -3%
EF
3332
Exeter Financial
Arizona
$625K -$25.3K -43 -4%
CAMV
3333
Concord Asset Management (Virginia)
Virginia
$623K – – –
AFA
3334
Avant Financial Advisors
Texas
$623K -$2.94K -5 -0.4%
AIC
3335
Allodium Investment Consultants
Minnesota
$623K – – –
SMCM
3336
Sky-Mountain Capital Management
Idaho
$621K +$653K +1,111 New
JC
3337
JB Capital
Connecticut
$620K +$41.7K +71 +7%
GSEP
3338
Golden State Equity Partners
California
$619K -$162K -276 -20%
SL
3339
SWMG LLC
Texas
$618K +$15.3K +26 +2%
CWA
3340
Choice Wealth Advisors
Maine
$618K +$20K +34 +3%
MCA
3341
Maryland Capital Advisors
Maryland
$616K – – –
PDM
3342
Penn Davis McFarland
Texas
$616K +$51.7K +88 +9%
TNAM
3343
Terra Nova Asset Management
New York
$615K -$3.53K -6 -0.5%
MCM
3344
Mainstay Capital Management
Michigan
$615K +$588 +1 +0.1%
BFAG
3345
Blackston Financial Advisory Group
Florida
$615K -$13.5K -23 -2%
BBI
3346
Baxter Bros Inc
Connecticut
$613K +$173K +295 +37%
HWMO
3347
Heritage Wealth Management (Ohio)
Ohio
$613K +$588 +1 +0.1%
AMM
3348
American Money Management
California
$613K -$23.5K -40 -4%
TPW
3349
Transatlantique Private Wealth
New York
$613K – – –
CWR
3350
Chico Wealth RIA
California
$612K – – –
132 133
134
135 136