SPY icon

State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
HCP
3401
Hamilton Capital Partners
Georgia
$638K +$641K +1,088 New
RDFA
3402
Ritter Daniher Financial Advisory
Ohio
$636K -$14.7K -25 -2%
NFTC
3403
North Forty Two & Co
Oregon
$636K +$639K +1,085 New
TC
3404
Tenret Company
Florida
$634K +$313K +531 +96%
BBL
3405
Beck Bode LLC
Massachusetts
$632K -$279K -474 -31%
LWM
3406
Level Wealth Management
North Carolina
$631K +$635K +1,077 New
IFA
3407
Interactive Financial Advisors
Illinois
$629K -$25.3K -43 -4%
TW
3408
Traveka Wealth
California
$628K – – –
CWA
3409
Choice Wealth Advisors
Maine
$627K +$425K +721 +207%
NRW
3410
Nova R Wealth
Kansas
$624K +$2.36K +4 +0.4%
AFS
3411
Access Financial Services
Minnesota
$622K +$2.95K +5 +0.4%
CWM
3412
Collaborative Wealth Management
Florida
$622K -$741K -1,257 -54%
KCM
3413
KRS Capital Management
Michigan
$619K – – –
4A
3414
4Wealth Advisors
Illinois
$619K +$622K +1,056 New
CEI
3415
Clark Estates Inc
New York
$618K – – –
ELM
3416
Elite Life Management
Florida
$617K -$2.95K -5 -0.5%
NF
3417
NavPoint Financial
Minnesota
$616K +$2.36K +4 +0.4%
EA
3418
Eclectic Associates
California
$616K -$63.6K -108 -9%
HIP
3419
Harrell Investment Partners
Texas
$616K – – –
CNFG
3420
Creegan & Nassoura Financial Group
New Hampshire
$615K – – –
SSW
3421
Smith Shellnut Wilson
Mississippi
$615K – – –
SNB
3422
Security National Bank
Nebraska
$612K -$37.1K -63 -6%
BCA
3423
Bay Capital Advisors
Virginia
$612K +$615K +1,044 New
VCM
3424
Vision Capital Management
Oregon
$611K +$66.6K +113 +12%
MKW
3425
Mullaney, Keating & Wright
Connecticut
$611K +$7.66K +13 +1%
135 136
137
138 139