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
PWM
601
Perigon Wealth Management
California
$26.4M +$2.08M +4,530 +9%
BG
602
Bollard Group
Massachusetts
$26.4M – – –
BOTW
603
Bank of the West
California
$26.3M -$980K -2,134 -4%
BPA
604
Beacon Pointe Advisors
California
$26.3M -$2.59M -5,643 -9%
MAWCM
605
Mine & Arao Wealth Creation & Management
California
$26.2M +$634K +1,381 +3%
JRFS
606
James Reed Financial Services
Ohio
$26.2M +$25.3M +55,059 New
MIFH
607
Migdal Insurance & Financial Holdings
Israel
$25.8M -$4.53M -9,861 -15%
AWA
608
Arete Wealth Advisors
Illinois
$25.7M +$3.85M +8,390 +18%
BCM
609
Bluefin Capital Management
New York
$25.6M +$24.8M +53,959 New
FWA
610
FSC Wealth Advisors
New York
$25.5M +$24.7M +53,724 New
BWA
611
Burt Wealth Advisors
Maryland
$25.5M -$1.6M -3,490 -6%
ZIM
612
Zacks Investment Management
Illinois
$25.2M +$2.35M +5,122 +11%
AWM
613
Aprio Wealth Management
Georgia
$25.1M +$89.1K +194 +0.4%
OA
614
Oakhurst Advisors
California
$25.1M +$2.85M +6,202 +13%
NFG
615
Norris Financial Group
South Carolina
$25M +$4.26M +9,276 +21%
MWM
616
Minot Wealth Management
Massachusetts
$24.9M +$1.08M +2,349 +5%
PAS
617
Park Avenue Securities
New York
$24.9M -$105K -229 -0.4%
RJT
618
Raymond James Trust
Florida
$24.8M -$185K -403 -0.8%
BWP
619
BSW Wealth Partners
Colorado
$24.7M -$1.12M -2,435 -4%
AAS
620
Ameritas Advisory Services
Nebraska
$24.6M +$23.8M +51,797 New
AFS
621
Aft Forsyth & Sober
Florida
$24.6M +$1.04M +2,275 +5%
KWMG
622
King Wealth Management Group
Florida
$24.6M -$74.8K -163 -0.3%
NL
623
NEPC LLC
Massachusetts
$24.5M -$7.15M -15,567 -23%
PBT
624
Pictet Bank & Trust
Bahamas
$24.5M -$5.97K -13 -0%
ETI
625
Enterprise Trust & Investment
California
$24.4M +$591K +1,288 +3%
23 24
25
26 27