SPY icon

State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
WIP
3801
WealthCare Investment Partners
Rhode Island
$587K -$8.79K -13 -1%
SDJVC
3802
St. Denis J. Villere & Co
Louisiana
$586K – – –
SCA
3803
Strathmore Capital Advisors
North Carolina
$586K +$41.2K +61 +8%
FI
3804
FWG Investments
Kentucky
$586K -$8.79K -13 -1%
JSA
3805
Jacobson & Schmitt Advisors
Wisconsin
$585K -$17.6K -26 -3%
PDM
3806
Penn Davis McFarland
Texas
$584K -$98K -145 -14%
HA
3807
Huntleigh Advisors
Missouri
$584K +$676 +1 +0.1%
JAFL
3808
Jay A. Fishman Ltd
Michigan
$583K – – –
LSL
3809
Legacy Solutions LLC
Pennsylvania
$583K +$676 +1 +0.1%
LL
3810
LPWM LLC
Minnesota
$581K – – –
CAM
3811
Clark Asset Management
New Hampshire
$581K -$684K -1,012 -54%
OBWP
3812
O'Brien Wealth Partners
Massachusetts
$580K – – –
RC
3813
Rahlfs Capital
Texas
$580K – – –
KWM
3814
Kingsman Wealth Management
Florida
$579K +$14.2K +21 +3%
JCFM
3815
JBR Co Financial Management
Oklahoma
$579K +$18.2K +27 +3%
Q1WB
3816
Quest 10 Wealth Builders
Virginia
$579K +$92.6K +137 +19%
FWM
3817
Forefront Wealth Management
Pennsylvania
$578K +$573K +848 New
TM
3818
Torren Management
California
$578K +$573K +848 New
CRI
3819
Colonial River Investments
Virginia
$573K +$14.9K +22 +3%
MHFA
3820
Mission Hills Financial Advisory
California
$573K +$178K +263 +46%
BIM
3821
Barton Investment Management
Pennsylvania
$572K – – –
FF
3822
Farnam Financial
Arizona
$572K – – –
VF
3823
Vista Finance
Missouri
$572K +$128K +190 +29%
CCMI
3824
Creative Capital Management Investments
California
$571K -$6.76K -10 -1%
BIA
3825
Beacon Investment Advisors
Maryland
$570K -$5.41K -8 -0.9%
151 152
153
154 155