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
SOAM
4326
SBI Okasan Asset Management
Japan
$274K – – –
AW
4327
Avion Wealth
Texas
$274K +$2.17K +3 +0.8%
FC
4328
Fusion Capital
South Carolina
$274K +$5.8K +8 +2%
KSWWM
4329
Keyes Stange & Wooten Wealth Management
Florida
$273K – – –
DR
4330
Davis Rea
Ontario, Canada
$273K +$265K +365 New
PFM
4331
Peak Financial Management
Massachusetts
$273K -$12.3K -17 -4%
EWA
4332
Encompass Wealth Advisors
Oregon
$273K -$31.9K -44 -11%
NFC
4333
Northstar Financial Companies
Pennsylvania
$272K +$7.97K +11 +3%
PJSIMP
4334
P.J. Schmidt Investment Management (PJS)
Wisconsin
$272K +$725 +1 +0.3%
PA
4335
ProCore Advisors
California
$272K +$7.25K +10 +3%
SI
4336
Severin Investments
Missouri
$272K +$264K +364 New
MWA
4337
Madson Wealth Advisors
California
$270K -$35.5K -49 -12%
BWM
4338
Buska Wealth Management
Wisconsin
$270K +$725 +1 +0.3%
EWP
4339
Evergreen Wealth Partners
Montana
$269K -$725 -1 -0.3%
FWP
4340
Firethorn Wealth Partners
Georgia
$268K +$260K +358 New
BHWM
4341
Bay Harbor Wealth Management
Maryland
$267K – – –
CWP
4342
Corepath Wealth Partners
Arizona
$267K -$96.4K -133 -27%
CWM
4343
Consultiva Wealth Management
Puerto Rico
$265K – – –
PTCG
4344
Pring Turner Capital Group
California
$264K -$72.5K -100 -23%
SFSG
4345
Sound Financial Strategies Group
Mississippi
$264K -$14.5K -20 -5%
TFA
4346
TrustWell Financial Advisors
Florida
$264K – – –
JRSI
4347
Jeter Robert S II
$264K – – –
HCA
4348
Hyperion Capital Advisors
New York
$263K – – –
SSWG
4349
Seven Springs Wealth Group
Tennessee
$261K – – –
BFS
4350
Boyer Financial Services
California
$261K – – –
172 173
174
175 176