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
LOIP
3451
Live Oak Investment Partners
Texas
$267K – – –
LA
3452
Lynch & Associates
Indiana
$266K – – –
LFP
3453
Lakeshore Financial Planning
Michigan
$266K -$298K -670 -55%
CBOR
3454
Community Bank of Raymore
Missouri
$265K – – –
MCWA
3455
Meadow Creek Wealth Advisors
Georgia
$265K +$248K +557 New
PPA
3456
Painted Porch Advisors
California
$264K +$248K +556 New
AL
3457
ACAS LLC
California
$264K -$14.7K -33 -6%
AF
3458
Apollon Financial
South Carolina
$264K +$248K +556 New
HA
3459
Herold Advisors
New York
$261K – – –
JCFM
3460
JBR Co Financial Management
Oklahoma
$260K +$244K +548 New
KSWWM
3461
Keyes Stange & Wooten Wealth Management
Florida
$260K +$244K +547 New
KWAG
3462
Kiely Wealth Advisory Group
North Carolina
$260K +$237K +531 New
OL
3463
OneFund LLC
Florida
$259K +$243K +545 New
PWC
3464
PYA Waltman Capital
Tennessee
$259K +$243K +545 New
MFC
3465
Mechanics Financial Corp
Ohio
$256K -$8.91K -20 -4%
PCM
3466
Presidio Capital Management
California
$256K -$8.02K -18 -3%
UBG
3467
United Bank (Georgia)
Georgia
$255K -$41.4K -93 -15%
HCM
3468
Howard Capital Management
Georgia
$254K +$238K +535 New
B
3469
BetterWealth
California
$254K -$4.46K -10 -2%
SNBOSCI
3470
Security National Bank of Sioux City Iowa
Iowa
$252K – – –
KC
3471
Kinloch Capital
Virginia
$251K +$236K +529 New
TSW
3472
Three Seasons Wealth
Utah
$251K +$235K +527 New
OFG
3473
Orcam Financial Group
California
$250K – – –
AMG
3474
Advisors Management Group
Wisconsin
$250K -$4.46K -10 -2%
STAS
3475
Strong Tower Advisory Services
Minnesota
$249K +$891 +2 +0.4%
137 138
139
140 141