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
PGWA
4076
Plus Group Wealth Advisors
Wisconsin
$354K – – –
CRW
4077
Clarity Retirement & Wealth
Massachusetts
$354K +$120K +176 +48%
SCM
4078
Seascape Capital Management
New Hampshire
$353K -$135K -199 -27%
PCM
4079
Poehling Capital Management
Wisconsin
$352K -$4.08K -6 -1%
HIF
4080
Hill Island Financial
Michigan
$352K – – –
HWA
4081
Hilltop Wealth Advisors
North Carolina
$351K – – –
SCA
4082
Stillwater Capital Advisors
Pennsylvania
$351K -$26.5K -39 -7%
TFO
4083
Tarbox Family Office
California
$351K – – –
WAM
4084
WealthCare Asset Management
Missouri
$350K -$2.61M -3,839 -88%
PL
4085
PeakShares LLC
Florida
$350K – – –
GWM
4086
GDS Wealth Management
Texas
$349K -$88.4K -130 -36%
VIA
4087
Vickerman Investment Advisors
Washington
$347K -$5.44K -8 -1%
KB
4088
Kimelman & Baird
New York
$346K -$17K -25 -4%
DI
4089
Decision Investments
California
$345K +$106K +156 +42%
SNBOSCI
4090
Security National Bank of Sioux City Iowa
Iowa
$345K – – –
HIMS
4091
Hager Investment Management Services
New Hampshire
$343K – – –
SPAS
4092
Spectrum Planning & Advisory Services
California
$343K +$680 +1 +0.2%
LAMC
4093
Longview Asset Management (California)
California
$343K – – –
SPM
4094
Summit Portfolio Management
Nevada
$342K +$358K +526 New
LAA
4095
Liberty Atlantic Advisors
Texas
$342K +$129K +189 +56%
FIT
4096
Financially in Tune
Massachusetts
$341K +$8.84K +13 +3%
FF
4097
Foundry Financial
California
$341K -$436K -642 -55%
VIP
4098
Vantage Investment Partners
Missouri
$341K – – –
EFG
4099
Elm3 Financial Group
Georgia
$340K -$27.2K -40 -7%
TW
4100
Trajan Wealth
Arizona
$339K -$63.9K -94 -15%
162 163
164
165 166