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
$253K – – –
SWM
3977
Stockman Wealth Management
Montana
$253K – – –
IPGDR
3978
Investidor Profissional Gestao de Recursos
Brazil
$253K +$234K +409 New
IWM
3979
Integris Wealth Management
California
$252K +$233K +408 New
BC
3980
Bowman & Company
Wisconsin
$251K +$572 +1 +0.2%
DDC
3981
DF Dent & Co
Maryland
$251K -$76K -133 -25%
WCM
3982
Whitener Capital Management
North Carolina
$251K – – –
RMF
3983
Red Mountain Financial
Colorado
$251K – – –
DW
3984
Durante & Waters
New York
$250K – – –
FCA
3985
FLC Capital Advisors
California
$250K -$25.7K -45 -10%
RA
3986
Rodgers & Associates
Pennsylvania
$250K -$4K -7 -2%
SA
3987
Strategic Advocates
Utah
$249K -$572 -1 -0.2%
IDBONY
3988
Israel Discount Bank of New York
New York
$249K -$44.9M -78,560 -99%
AAG
3989
Avalon Advisory Group
Pennsylvania
$249K – – –
NWM
3990
NRI Wealth Management
California
$249K +$230K +403 New
TPWM
3991
Twelve Points Wealth Management
Massachusetts
$249K -$6.86K -12 -3%
FBT
3992
First Bank & Trust
South Dakota
$248K – – –
HAP
3993
Harbor Asset Planning
Massachusetts
$248K +$230K +403 New
DAS
3994
DMKC Advisory Services
Iowa
$248K +$226K +395 New
PWA
3995
Peterson Wealth Advisors
Utah
$247K +$229K +401 New
JSA
3996
Jacobson & Schmitt Advisors
Wisconsin
$247K +$229K +400 New
SGWM
3997
Sterling Group Wealth Management
California
$247K – – –
KFP
3998
Keener Financial Planning
Texas
$245K +$32.6K +57 +17%
B
3999
Bellecapital
Switzerland
$245K +$14.3K +25 +7%
HI
4000
Hendershot Investments
Virginia
$244K -$28.6K -50 -11%
158 159
160
161 162