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
RA
3701
Ruggaard & Associates
Ohio
$681K – – –
LL
3702
LPWM LLC
Minnesota
$681K +$1.45K +2 +0.2%
AFIA
3703
America First Investment Advisors
Nebraska
$678K -$31.9K -44 -5%
TCMP
3704
Thrive Capital Management (Pennsylvania)
Pennsylvania
$678K – – –
DSC
3705
Daytona Street Capital
Missouri
$677K – – –
MSWM
3706
McGlone Suttner Wealth Management
Wisconsin
$676K +$5.8K +8 +0.9%
I
3707
InvesTrust
Oklahoma
$675K -$3.63K -5 -0.6%
DAL
3708
Delta Accumulation LLC
California
$674K +$654K +902 New
AIA
3709
AIMZ Investment Advisors
California
$673K – – –
CG
3710
Castellan Group
Kentucky
$672K -$1.96M -2,700 -75%
HFS
3711
Hoge Financial Services
Pennsylvania
$671K -$6.53K -9 -1%
BSWM
3712
Boston Standard Wealth Management
Massachusetts
$670K +$51.5K +71 +9%
RIA
3713
RPG Investment Advisory
California
$670K -$1.45K -2 -0.2%
ACM
3714
Aster Capital Management
United Arab Emirates
$667K +$647K +893 New
WP
3715
WealthPLAN Partners
Nebraska
$665K +$2.17K +3 +0.3%
TWM
3716
TRB Wealth Management
Texas
$663K -$194K -267 -23%
CGFA
3717
Colton Groome Financial Advisors
North Carolina
$663K +$326K +450 +103%
AG
3718
Advocate Group
Minnesota
$661K -$28.3K -39 -4%
MC
3719
Matisse Capital
Oregon
$658K -$725 -1 -0.1%
MIP
3720
Marietta Investment Partners
Wisconsin
$658K +$4.35K +6 +0.7%
AFW
3721
Atlantic Family Wealth
Florida
$658K -$2.17K -3 -0.3%
DWM
3722
DeLarme Wealth Management
California
$657K – – –
IWS
3723
Intentional Wealth Strategies
Colorado
$656K – – –
CWA
3724
Choice Wealth Advisors
Maine
$655K +$1.45K +2 +0.2%
GPW
3725
Genesis Private Wealth
Virginia
$655K +$636K +877 New
147 148
149
150 151