SPY icon

State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
3576
Arcadia Investment Management
Michigan
$454K – – –
AHC
3577
Adell Harriman & Carpenter
Texas
$452K – – –
AFWM
3578
AMJ Financial Wealth Management
Virginia
$451K -$75.8K -129 -14%
HA
3579
HC Advisors
Georgia
$450K -$12.9K -22 -3%
MSWM
3580
Mowery & Schoenfeld Wealth Management
Illinois
$450K – – –
E
3581
EntreWealth
Texas
$450K – – –
HWP
3582
Highline Wealth Partners
California
$450K +$288K +490 +156%
CWG
3583
Crown Wealth Group
North Carolina
$449K -$634K -1,079 -57%
BG
3584
Bollard Group
Massachusetts
$448K – – –
TWA
3585
Trace Wealth Advisors
California
$448K -$41.1K -70 -8%
FF
3586
Farrow Financial
Vermont
$448K -$23.5K -40 -5%
WAM
3587
WealthTrust Asset Management
Florida
$446K -$111K -188 -19%
ATS
3588
Ashton Thomas Securities
New York
$445K -$3.61M -6,138 -89%
HWA
3589
HHM Wealth Advisors
Tennessee
$445K +$4.7K +8 +1%
AWC
3590
Adamsbrown Wealth Consultants
Kansas
$444K -$25.3K -43 -5%
SPW
3591
Sonoma Private Wealth
California
$444K – – –
EWA
3592
Emergent Wealth Advisors
New York
$444K +$1.18K +2 +0.3%
MAM
3593
Morse Asset Management
Connecticut
$443K +$588 +1 +0.1%
HAC
3594
Harbor Advisory Corp
New Hampshire
$442K – – –
MKC
3595
M. Kraus & Co
Vermont
$442K +$215K +365 +86%
TI
3596
tru Independence
Oregon
$442K -$727K -1,237 -61%
BTWM
3597
Baker Tilly Wealth Management
Wisconsin
$442K +$101K +172 +28%
VW
3598
Vance Wealth
California
$441K -$11.2K -19 -2%
WIP
3599
WealthCare Investment Partners
Rhode Island
$441K -$9.99K -17 -2%
SFC
3600
Sprinkle Financial Consultants
Colorado
$441K -$24.1K -41 -5%
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144
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