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
MSWM
3576
Mowery & Schoenfeld Wealth Management
Illinois
$450K – – –
E
3577
EntreWealth
Texas
$450K – – –
HWP
3578
Highline Wealth Partners
California
$450K +$288K +490 +156%
CWG
3579
Crown Wealth Group
North Carolina
$449K -$634K -1,079 -57%
BG
3580
Bollard Group
Massachusetts
$448K – – –
TWA
3581
Trace Wealth Advisors
California
$448K -$41.1K -70 -8%
FF
3582
Farrow Financial
Vermont
$448K -$23.5K -40 -5%
WAM
3583
WealthTrust Asset Management
Florida
$446K -$111K -188 -19%
ATS
3584
Ashton Thomas Securities
New York
$445K -$3.61M -6,138 -89%
HWA
3585
HHM Wealth Advisors
Tennessee
$445K +$4.7K +8 +1%
AWC
3586
Adamsbrown Wealth Consultants
Kansas
$444K -$25.3K -43 -5%
SPW
3587
Sonoma Private Wealth
California
$444K – – –
EWA
3588
Emergent Wealth Advisors
New York
$444K +$1.18K +2 +0.3%
MAM
3589
Morse Asset Management
Connecticut
$443K +$588 +1 +0.1%
HAC
3590
Harbor Advisory Corp
New Hampshire
$442K – – –
MKC
3591
M. Kraus & Co
Vermont
$442K +$215K +365 +86%
TI
3592
tru Independence
Oregon
$442K -$727K -1,237 -61%
BTWM
3593
Baker Tilly Wealth Management
Wisconsin
$442K +$101K +172 +28%
VW
3594
Vance Wealth
California
$441K -$11.2K -19 -2%
WIP
3595
WealthCare Investment Partners
Rhode Island
$441K -$9.99K -17 -2%
SFC
3596
Sprinkle Financial Consultants
Colorado
$441K -$24.1K -41 -5%
KIC
3597
Kensington Investment Counsel
California
$441K +$4.11K +7 +0.9%
BWA
3598
Boulder Wealth Advisors
Colorado
$440K – – –
PWM
3599
Partnership Wealth Management
Maryland
$440K -$34.7K -59 -7%
CCM
3600
Crew Capital Management
Ohio
$438K – – –
142 143
144
145 146