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
MCM
3501
McRae Capital Management
New Jersey
$256K – – –
MWM
3502
Moulton Wealth Management
Washington
$256K – – –
V
3503
ViaWealth
Kansas
$256K – – –
SC
3504
Schiavi & Co
Delaware
$255K – – –
KFS
3505
Kurt F. Somerville
$254K +$242K +486 New
BMCM
3506
Burns Matteson Capital Management
New York
$251K -$207K -416 -46%
BC
3507
Blackhill Capital
New Jersey
$250K – – –
SC
3508
Schulhoff & Co
Ohio
$248K – – –
KHC
3509
Koesten Hirschmann & Crabtree
Kansas
$248K +$29.9K +60 +14%
C1AG
3510
Client 1st Advisory Group
Florida
$248K – – –
PWMG
3511
Private Wealth Management Group
New Jersey
$247K – – –
BMO
3512
Beck Mack & Oliver
New York
$247K – – –
MA
3513
Menlo Advisors
California
$245K – – –
HWP
3514
Highline Wealth Partners
California
$244K +$84.1K +169 +57%
BF
3515
Brooklyn FI
New York
$244K +$232K +467 New
HKIM
3516
Hayek Kallen Investment Management
Alabama
$243K +$232K +465 New
KWM
3517
Koa Wealth Management
California
$242K +$231K +463 New
OBGC
3518
O'Brien Greene & Co
Pennsylvania
$242K -$49.8K -100 -18%
KIG
3519
Kennedy Investment Group
New Jersey
$241K +$996 +2 +0.4%
ERWM
3520
Elk River Wealth Management
Colorado
$240K -$1.07M -2,159 -82%
TPWM
3521
Twelve Points Wealth Management
Massachusetts
$239K -$161K -323 -41%
CSC
3522
Caldwell Sutter Capital
California
$239K -$6.97K -14 -3%
MWM
3523
Mascoma Wealth Management
New Hampshire
$239K – – –
WCM
3524
Whitener Capital Management
North Carolina
$239K – – –
WAS
3525
WESPAC Advisors SoCal
California
$237K -$96.6K -194 -30%
139 140
141
142 143