SPY icon

State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
3751
DeLarme Wealth Management
California
$572K +$184K +271 +44%
IWS
3752
Intentional Wealth Strategies
Colorado
$571K +$597K +878 New
MKC
3753
M. Kraus & Co
Vermont
$570K +$306K +450 +106%
CWA
3754
Choice Wealth Advisors
Maine
$569K -$118K -174 -17%
MIP
3755
Marietta Investment Partners
Wisconsin
$569K -$4.76K -7 -0.8%
CRA
3756
Clear Retirement Advice
California
$568K – – –
KPWM
3757
KDK Private Wealth Management
Texas
$568K +$53.7K +79 +10%
CS
3758
Clear Street
New York
$567K -$8.19M -12,050 -93%
PIA
3759
Petredis Investment Advisors
Pennsylvania
$566K – – –
RF
3760
Roxbury Financial
New Jersey
$565K +$2.04K +3 +0.3%
VCM
3761
Vision Capital Management
Oregon
$565K +$81.6K +120 +16%
DWA
3762
Delap Wealth Advisory
Oregon
$562K – – –
FF
3763
Finley Financial
Nevada
$560K – – –
SDJVC
3764
St. Denis J. Villere & Co
Louisiana
$559K – – –
SGCM
3765
Sanchez Gaunt Capital Management
Nevada
$559K +$584K +859 New
SFG
3766
Snider Financial Group
Washington
$558K -$2.31M -3,401 -80%
PWP
3767
Parkwoods Wealth Partners
New York
$558K -$11.6K -17 -2%
JSA
3768
Jacobson & Schmitt Advisors
Wisconsin
$558K – – –
GPWM
3769
Grant Private Wealth Management
California
$558K +$52.4K +77 +10%
PE
3770
PCM Encore
Colorado
$557K +$25.8K +38 +5%
LSL
3771
Legacy Solutions LLC
Pennsylvania
$556K +$680 +1 +0.1%
OFS
3772
Orrstown Financial Services
Pennsylvania
$556K -$57.1K -84 -9%
JAFL
3773
Jay A. Fishman Ltd
Michigan
$556K – – –
SH
3774
SLT Holdings
Arizona
$555K +$38.1K +56 +7%
WIP
3775
WealthCare Investment Partners
Rhode Island
$555K -$8.84K -13 -2%
149 150
151
152 153