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
4WM
3601
44 Wealth Management
Oregon
$485K +$226K +384 +87%
RBWA
3602
RFG - Bristol Wealth Advisors
Massachusetts
$483K +$486K +825 New
MWM
3603
Mittelman Wealth Management
Massachusetts
$482K -$57.7K -98 -11%
TFO
3604
Tarbox Family Office
California
$481K +$589 +1 +0.1%
FPCG
3605
Forum Private Client Group
Indiana
$478K +$21.8K +37 +5%
MHIC
3606
Marble Harbor Investment Counsel
Massachusetts
$477K – – –
FI
3607
FWG Investments
Kentucky
$476K +$82.5K +140 +21%
AIM
3608
Arcadia Investment Management
Michigan
$475K +$43.6K +74 +10%
HHGA
3609
Halbert Hargrove Global Advisors
California
$475K -$4.71K -8 -1%
HWP
3610
Heritage Wealth Partners
Ohio
$474K -$4.12K -7 -0.9%
PFA
3611
Professional Financial Advisors
Nebraska
$474K +$13.6K +23 +3%
VW
3612
Vance Wealth
California
$474K -$523K -887 -52%
AHC
3613
Adell Harriman & Carpenter
Texas
$474K – – –
BSWM
3614
Boston Standard Wealth Management
Massachusetts
$472K +$58.3K +99 +14%
MSWM
3615
Mowery & Schoenfeld Wealth Management
Illinois
$472K – – –
SAM
3616
Strive Asset Management
Ohio
$471K +$474K +804 New
LF
3617
Lee Financial
Texas
$471K +$8.25K +14 +2%
SFSG
3618
Sound Financial Strategies Group
Mississippi
$471K +$473K +803 New
WFA
3619
WestHill Financial Advisors
California
$470K -$1.77K -3 -0.4%
BCAM
3620
Boston Common Asset Management
Massachusetts
$470K +$140K +237 +42%
BBI
3621
Baxter Bros Inc
Connecticut
$470K – – –
BG
3622
Bollard Group
Massachusetts
$469K – – –
CWAG
3623
Compton Wealth Advisory Group
Virginia
$469K – – –
CG
3624
Clifford Group
Massachusetts
$468K +$25.9K +44 +6%
CCAL
3625
City Center Advisors LLC
Michigan
$468K +$4.71K +8 +1%
143 144
145
146 147