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
LEFP
4051
Leading Edge Financial Planning
Tennessee
$221K – – –
WI
4052
WBI Investments
New Jersey
$221K +$205K +358 New
FCG
4053
Financial Connections Group
California
$220K – – –
CWM
4054
Consultiva Wealth Management
Puerto Rico
$219K – – –
PRRFG
4055
Paul R. Ried Financial Group
Washington
$219K +$203K +355 New
OAJ
4056
Ogorek Anthony Joseph
New York
$219K -$103K -181 -34%
IAG
4057
Innovative Advisory Group
Massachusetts
$218K -$5.14K -9 -2%
GG
4058
Gleason Group
Kentucky
$218K +$1.14K +2 +0.6%
HCA
4059
Hyperion Capital Advisors
New York
$217K +$201K +352 New
SI
4060
Sprott Inc
Ontario, Canada
$217K +$201K +352 New
OL
4061
one8zero8 LLC
North Carolina
$216K -$65.2K -114 -25%
HWA
4062
Heritage Wealth Architects
Minnesota
$216K +$200K +350 New
GCM
4063
Gibraltar Capital Management
Oklahoma
$215K +$199K +348 New
WF
4064
Wayfinding Financial
Washington
$215K – – –
UWS
4065
Unique Wealth Strategies
Illinois
$215K -$77.2K -135 -28%
IPW
4066
Inlet Private Wealth
Florida
$214K +$198K +347 New
RCM
4067
RMR Capital Management
California
$213K -$22.3K -39 -10%
NWA
4068
New World Advisors
Massachusetts
$213K +$197K +345 New
PFC
4069
Phocas Financial Corp
California
$213K +$197K +345 New
CMP
4070
Coston McIsaac & Partners
Maine
$213K -$69.7K -122 -26%
AIA
4071
Affinity Investment Advisors
California
$213K +$197K +344 New
TIA
4072
Trust Investment Advisors
Indiana
$213K +$197K +344 New
MFG
4073
MTM Financial Group
Pennsylvania
$211K +$196K +342 New
BAWC
4074
Boyce & Associates Wealth Consulting
Texas
$210K +$194K +340 New
EWA
4075
ERTS Wealth Advisors
Michigan
$210K +$194K +340 New
161 162
163
164 165