We are live on ! Find out more
SPY icon

State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
PFM
3976
Peak Financial Management
Massachusetts
$229K +$588 +1 +0.2%
SWM
3977
Stockman Wealth Management
Montana
$229K +$240K +409 New
NME
3978
Notis-McConarty Edward
$229K +$240K +409 New
WCM
3979
Whitener Capital Management
North Carolina
$227K -$7.64K -13 -3%
RMF
3980
Red Mountain Financial
Colorado
$227K – – –
BC
3981
Bowman & Company
Wisconsin
$227K +$8.23K +14 +4%
SWMG
3982
Signature Wealth Management Group
Georgia
$227K -$14.1K -24 -6%
DW
3983
Durante & Waters
New York
$227K – – –
SA
3984
Strategic Advocates
Utah
$226K +$19.4K +33 +9%
AAG
3985
Avalon Advisory Group
Pennsylvania
$225K – – –
FBT
3986
First Bank & Trust
South Dakota
$225K – – –
CFGW
3987
Chancellor Financial Group WB
Pennsylvania
$225K +$236K +402 New
TSS
3988
Thomas Story & Son
Indiana
$224K – – –
EI
3989
eCIO Inc
Wisconsin
$224K +$235K +400 New
SGWM
3990
Sterling Group Wealth Management
California
$223K – – –
SAM
3991
Satovsky Asset Management
New York
$223K +$30K +51 +15%
DA
3992
Doliver Advisors
Texas
$222K +$233K +397 New
HWA
3993
Hilltop Wealth Advisors
North Carolina
$222K +$233K +397 New
TA
3994
Tectonic Advisors
Texas
$221K +$588 +1 +0.3%
RK
3995
Rather & Kittrell
Tennessee
$220K +$1.76K +3 +0.8%
LF
3996
Lighthouse Financial
Florida
$219K – – –
PWM
3997
PMG Wealth Management
Illinois
$219K – – –
MPAM
3998
Murphy Pohlad Asset Management
Minnesota
$219K -$5.88K -10 -2%
SC
3999
Sykon Capital
New York
$219K +$9.4K +16 +4%
TJHA
4000
Thomas J. Herzfeld Advisors
Florida
$218K – – –
158 159
160
161 162