SPY icon

State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
MCA
3626
Maryland Capital Advisors
Maryland
$727K +$52.7K +78 +8%
VCM
3627
Versant Capital Management
Arizona
$727K -$212K -313 -23%
MCIA
3628
Mountain Capital Investment Advisors
Colorado
$726K -$33.8K -50 -5%
GWSG
3629
GPS Wealth Strategies Group
Colorado
$724K -$7.48M -11,061 -91%
AWM
3630
Austin Wealth Management
Texas
$724K -$547K -810 -44%
SFA
3631
Seneca Financial Advisors
New York
$723K +$4.73K +7 +0.7%
CFWMA
3632
Center for Wealth Management Advisory
Ohio
$722K +$716K +1,059 New
HSWM
3633
Hubbell Strickland Wealth Management
Louisiana
$721K +$3.38K +5 +0.5%
CIAS
3634
CBIZ Investment Advisory Services
Ohio
$719K +$620K +918 +675%
CEI
3635
Clark Estates Inc
New York
$719K – – –
LWM
3636
Lodestone Wealth Management
Washington
$718K -$388K -574 -35%
HWMO
3637
Heritage Wealth Management (Ohio)
Ohio
$717K -$7.43K -11 -1%
BCFS
3638
Butensky & Cohen Financial Security
Florida
$717K -$50K -74 -7%
HIP
3639
Harrell Investment Partners
Texas
$717K – – –
CNFG
3640
Creegan & Nassoura Financial Group
New Hampshire
$716K – – –
NCM
3641
NCM Capital Management
New Jersey
$716K – – –
CWA
3642
Choice Wealth Advisors
Maine
$715K -$38.5K -57 -5%
SF
3643
Schaeffer Financial
Maryland
$715K -$12.2K -18 -2%
QIM
3644
Quest Investment Management
Oregon
$714K +$21K +31 +3%
NWM
3645
Nova Wealth Management
Florida
$713K -$75K -111 -10%
OFO
3646
OneAscent Family Office
Alabama
$713K -$16.9K -25 -2%
CSPIA
3647
Cary Street Partners Investment Advisory
Virginia
$713K +$313K +463 +80%
KL
3648
KWMG LLC
Kansas
$713K +$1.35K +2 +0.2%
IRC
3649
Investors Research Corp
Georgia
$711K +$17.6K +26 +3%
JHP
3650
James Hambro & Partners
United Kingdom
$709K +$204K +302 +41%
144 145
146
147 148