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
KWM
3551
Kingsman Wealth Management
Florida
$506K -$9.15K -16 -2%
PP
3552
Pacifica Partners
Canada
$504K +$67.5K +118 +17%
JMFC
3553
J.M. Forbes & Co
Massachusetts
$504K – – –
GI
3554
Gradient Investments
Minnesota
$503K -$65.7K -115 -12%
MHIC
3555
Marble Harbor Investment Counsel
Massachusetts
$503K +$572 +1 +0.1%
RS
3556
Rakuten Securities
Japan
$500K -$130K -227 -22%
BSWM
3557
Boston Standard Wealth Management
Massachusetts
$500K +$60.6K +106 +15%
AIM
3558
Arcadia Investment Management
Michigan
$500K -$1.14K -2 -0.2%
MSWM
3559
Mowery & Schoenfeld Wealth Management
Illinois
$497K – – –
HA
3560
HC Advisors
Georgia
$497K – – –
PAW
3561
Plan A Wealth
Nebraska
$497K +$174K +304 +61%
E
3562
EntreWealth
Texas
$497K – – –
AGM
3563
Alpine Global Management
New York
$496K -$4.31M -7,541 -90%
ANHIM
3564
Alan N. Hoffman Investment Management
Massachusetts
$495K -$36.6K -64 -7%
FF
3565
Farrow Financial
Vermont
$494K – – –
TWA
3566
Trace Wealth Advisors
California
$494K – – –
BG
3567
Bollard Group
Massachusetts
$494K – – –
AHC
3568
Adell Harriman & Carpenter
Texas
$493K -$5.72K -10 -1%
GCP
3569
Gill Capital Partners
Colorado
$492K +$65.7K +115 +17%
TWP
3570
Triad Wealth Partners
Kansas
$492K +$178K +312 +64%
KOMWMG
3571
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$491K +$185K +324 +69%
EWA
3572
Emergent Wealth Advisors
New York
$490K – – –
FI
3573
FWG Investments
Kentucky
$490K +$453K +793 New
FZCM
3574
Flynn Zito Capital Management
New York
$489K +$141K +246 +45%
OR
3575
Olympiad Research
Connecticut
$489K +$453K +792 New
141 142
143
144 145