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
PA
3351
Powerhouse Assets
Massachusetts
$869K – – –
CBTWT
3352
Community Bank & Trust (Waco, Texas)
Texas
$868K – – –
NQWM
3353
Northwest Quadrant Wealth Management
Oregon
$868K +$2.04K +3 +0.2%
BOJHT
3354
Bank of Jackson Hole Trust
Wyoming
$868K -$145K -213 -14%
MIM
3355
Moseley Investment Management
Florida
$867K – – –
WWM
3356
Westwood Wealth Management
California
$866K -$1.55M -2,286 -63%
UFPG
3357
United Financial Planning Group
New York
$865K -$246K -362 -21%
MWM
3358
Mosley Wealth Management
California
$865K – – –
EWA
3359
Eagle Wealth Advisors
Connecticut
$865K +$4.08K +6 +0.5%
CWMGO
3360
Capstone Wealth Management Group (Oregon)
Oregon
$864K -$204K -300 -18%
MWM
3361
Mascoma Wealth Management
New Hampshire
$863K – – –
LKBC
3362
L.K. Benson & Company
Maryland
$861K – – –
SRC
3363
Shufro Rose & Co
New York
$861K -$10.2K -15 -1%
TSWM
3364
Triangle Securities Wealth Management
North Carolina
$860K – – –
HKIM
3365
Hayek Kallen Investment Management
Alabama
$859K +$898K +1,321 New
FWM
3366
Finer Wealth Management
Massachusetts
$859K -$5.44K -8 -0.6%
MCA
3367
Martin Capital Advisors
Texas
$858K -$53K -78 -6%
PCM
3368
Prelude Capital Management
New York
$857K +$59.2K +87 +7%
DOA
3369
D'Orazio & Associates
Virginia
$851K +$680 +1 +0.1%
FA
3370
Fermata Advisors
California
$850K +$121K +178 +16%
AA
3371
Addison Advisors
Vermont
$850K – – –
PIA
3372
Polaris Investment Advisors
Massachusetts
$850K – – –
GWMIA
3373
Global Wealth Management Investment Advisory
Florida
$848K -$680 -1 -0.1%
CWM
3374
Cooke Wealth Management
California
$847K – – –
HP
3375
Hilltop Partners
Indiana
$846K +$12.2K +18 +1%
133 134
135
136 137