SPY icon

State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
TFA
3876
TPG Financial Advisors
Oregon
$478K +$49K +72 +11%
BWM
3877
Base Wealth Management
Florida
$478K -$863K -1,269 -63%
LCOV
3878
London Company of Virginia
Virginia
$476K -$1.71M -2,512 -77%
DA
3879
Detalus Advisors
Missouri
$475K -$680 -1 -0.1%
SAM
3880
Sompo Asset Management
Japan
$475K -$116K -170 -19%
MS
3881
Monetary Solutions
Ohio
$473K +$8.16K +12 +2%
MWA
3882
MN Wealth Advisors
Kansas
$473K +$1.36K +2 +0.3%
CSPIA
3883
Cary Street Partners Investment Advisory
Virginia
$472K -$218K -320 -31%
SWM
3884
Salvus Wealth Management
New Jersey
$472K +$177K +261 +56%
RW
3885
Regimen Wealth
Georgia
$472K +$1.36K +2 +0.3%
PEWA
3886
Pacific Excel Wealth Advisors
California
$471K +$97.2K +143 +25%
AC
3887
Almitas Capital
California
$471K +$493K +725 New
PRAG
3888
Portfolio Resources Advisor Group
Florida
$471K -$195K -287 -28%
LB
3889
Legacy Bridge
Iowa
$471K – – –
ECM
3890
Elgethun Capital Management
South Dakota
$471K -$38.8K -57 -7%
PRRFG
3891
Paul R. Ried Financial Group
Washington
$471K +$268K +394 +119%
SEP
3892
Southland Equity Partners
Missouri
$470K +$65.3K +96 +15%
DK
3893
David Kennon
Florida
$469K – – –
SHF
3894
Stage Harbor Financial
Massachusetts
$469K -$24.5K -36 -5%
HH
3895
HWG Holdings
Texas
$469K – – –
PF
3896
Parker Financial
Washington
$469K – – –
UWP
3897
Uniting Wealth Partners
Kansas
$468K +$13.6K +20 +3%
TWIM
3898
TIAA Wealth Investment Management
New York
$468K +$500K +735 New
CCA
3899
Cooper Capital Advisors
California
$466K +$15K +22 +3%
MIM
3900
Montgomery Investment Management
Maryland
$466K – – –
154 155
156
157 158