SPY icon

State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
BIS
3651
BG Investment Services
Guam
$709K – – –
TNAM
3652
Terra Nova Asset Management
New York
$708K +$2.03K +3 +0.3%
SW
3653
Schulz Wealth
Texas
$708K – – –
BCM
3654
Beck Capital Management
Texas
$707K -$39.9K -59 -5%
FSA
3655
Financial Sense Advisors
California
$707K +$676 +1 +0.1%
HHGA
3656
Halbert Hargrove Global Advisors
California
$707K +$33.8K +50 +5%
WMA
3657
Wealth Management Associates
New Jersey
$705K -$7.43K -11 -1%
1WA
3658
180 Wealth Advisors
Washington
$704K +$33.8K +50 +5%
SC
3659
Scholtz & Company
Connecticut
$702K -$10.8K -16 -2%
SI
3660
Stirlingshire Investments
New York
$702K +$693K +1,026 New
2L
3661
25 LLC
Missouri
$701K +$2.7K +4 +0.4%
DCA
3662
DSG Capital Advisors
Minnesota
$701K -$924K -1,367 -57%
BCA
3663
Bay Capital Advisors
Virginia
$701K – – –
WH
3664
Whitcomb & Hess
Ohio
$701K -$87.2K -129 -11%
DFCM
3665
Dark Forest Capital Management
Puerto Rico
$700K +$694K +1,027 New
JE
3666
JMAC Enterprises
Pennsylvania
$700K -$14.2K -21 -2%
RFN
3667
RDA Financial Network
Iowa
$700K +$11.5K +17 +2%
AWMG
3668
Alliance Wealth Management Group
New Jersey
$700K – – –
FCA
3669
FLC Capital Advisors
California
$700K +$404K +597 +139%
KFSC
3670
Keystone Financial Services (Colorado)
Colorado
$700K -$5.41K -8 -0.8%
BOC
3671
Bull Oak Capital
California
$699K – – –
LAM
3672
Lakewood Asset Management
Illinois
$699K – – –
EWM
3673
Evolution Wealth Management
Florida
$698K +$319K +472 +86%
TSW
3674
Three Seasons Wealth
Utah
$698K +$183K +271 +36%
SWM
3675
SilverOak Wealth Management
Minnesota
$697K -$3.38K -5 -0.5%
145 146
147
148 149