SPY icon

State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
GCA
3726
Gradient Capital Advisors
California
$647K -$10.1K -15 -2%
BTWM
3727
Baker Tilly Wealth Management
Wisconsin
$647K +$13.5K +20 +2%
BW
3728
BostonPremier Wealth
Massachusetts
$647K -$676 -1 -0.1%
CFO
3729
CVA Family Office
Colorado
$644K +$29.7K +44 +5%
OCG
3730
Opus Capital Group
Ohio
$644K – – –
LGG
3731
Luts & Greenleigh Group
Maryland
$643K – – –
NPAN
3732
Northeast Planning Associates NH
New Hampshire
$642K – – –
OFS
3733
Orrstown Financial Services
Pennsylvania
$640K -$13.5K -20 -2%
AC
3734
Asio Capital
Kentucky
$640K +$33.1K +49 +6%
MWM
3735
Meadowbrook Wealth Management
New York
$639K +$55.4K +82 +10%
GWWM
3736
Great Waters Wealth Management
Minnesota
$639K +$676 +1 +0.1%
QHA
3737
Quarry Hill Advisors
Minnesota
$638K – – –
PSP
3738
Pacific Sage Partners
Washington
$637K +$68.9K +102 +12%
TC
3739
Truvestments Capital
Florida
$637K +$8.11K +12 +1%
LAM
3740
L2 Asset Management
Massachusetts
$636K – – –
FC
3741
Fulcrum Capital
Washington
$634K – – –
HFG
3742
Harborfront Financial Group
Michigan
$634K +$629K +930 New
ACM
3743
Altrius Capital Management
North Carolina
$634K -$12.8K -19 -2%
SPWM
3744
Straight Path Wealth Management
Michigan
$634K +$231K +342 +58%
UIM
3745
Unified Investment Management
Georgia
$633K -$6.76K -10 -1%
FA
3746
FC Advisory
Pennsylvania
$633K -$140K -207 -18%
TIA
3747
Tandem Investment Advisors
South Carolina
$633K +$627K +928 New
AL
3748
ADE LLC
Maryland
$632K -$6.76K -10 -1%
ATI
3749
ARK & TLK Investments
Oklahoma
$631K -$22.3K -33 -3%
AIA
3750
AIMZ Investment Advisors
California
$631K +$676 +1 +0.1%
148 149
150
151 152