SPY icon

State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
3926
SevenBridge Financial Group
Pennsylvania
$446K -$163K -240 -28%
GPWA
3927
Great Point Wealth Advisors
Massachusetts
$445K – – –
RWA
3928
Resolute Wealth Advisor
Ohio
$444K +$464K +683 New
MBI
3929
May Barnhard Investments
Maryland
$444K -$42.2K -62 -8%
CC
3930
Clearwave Capital
California
$444K +$1.36K +2 +0.3%
AA
3931
Argent Advisors
Louisiana
$442K +$101K +148 +28%
BRIA
3932
Balanced Rock Investment Advisors
Massachusetts
$440K – – –
BFA
3933
Benedict Financial Advisors
Georgia
$440K -$165K -242 -26%
CIA
3934
CCM Investment Advisers
South Carolina
$440K +$1.36K +2 +0.3%
BA
3935
Ballew Advisors
Mississippi
$439K +$54.4K +80 +14%
KAM
3936
Knightsbridge Asset Management
California
$439K -$58.5K -86 -11%
TDWM
3937
Topel & Distasi Wealth Management
California
$439K -$8.16K -12 -2%
MWM
3938
Mittelman Wealth Management
Massachusetts
$439K +$19.7K +29 +4%
MCWA
3939
Meadow Creek Wealth Advisors
Georgia
$439K +$680 +1 +0.1%
OPA
3940
Old Port Advisors
Maine
$438K -$102K -150 -18%
MWA
3941
Miller Wealth Advisors
Colorado
$438K +$1.36K +2 +0.3%
LFP
3942
Lakeshore Financial Planning
Michigan
$438K -$171K -251 -27%
DWM
3943
Daner Wealth Management
Georgia
$437K -$680 -1 -0.2%
LAS
3944
Legacy Advisory Services
Pennsylvania
$437K -$141K -208 -24%
ACA
3945
Anchor Capital Advisors
Massachusetts
$437K -$8.16K -12 -2%
IA
3946
Inspire Advisors
Idaho
$436K +$176K +259 +63%
OWG
3947
Oxford Wealth Group
Florida
$435K +$179K +263 +65%
EC
3948
Eaton-Cambridge
Arizona
$434K +$23.1K +34 +5%
E3F
3949
Eight 31 Financial
Texas
$434K +$131K +193 +41%
TFA
3950
Teamwork Financial Advisors
Texas
$433K -$2.04K -3 -0.4%
156 157
158
159 160