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
CWM
751
Confluence Wealth Management
Oregon
$8.32M +$73.6K +249 +0.9%
GFP
752
Gryphon Financial Partners
Ohio
$8.29M +$7.98K +27 +0.1%
IWM
753
IHT Wealth Management
Illinois
$8.29M +$186K +631 +2%
CHJWM
754
Carlton Hofferkamp & Jenks Wealth Management
Texas
$8.29M +$82.1K +278 +1%
CT
755
Cambridge Trust
Massachusetts
$8.28M +$2.26M +7,659 +38%
SNT
756
Security National Trust
West Virginia
$8.2M -$96K -325 -1%
BWFA
757
Baltimore-Washington Financial Advisors
Maryland
$8.17M +$99.9K +338 +1%
LFAS
758
Level Four Advisory Services
Texas
$8.16M +$92.5K +313 +1%
DJSG
759
D.J. St. Germain
Massachusetts
$8.13M -$114K -386 -1%
IA
760
IFG Advisory
Georgia
$8.13M +$8.1M +27,409 New
DC
761
Davenport & Co
Virginia
$8.12M -$194K -658 -2%
CWM
762
CMH Wealth Management
New Hampshire
$8.07M – – –
OC
763
Oakworth Capital
Alabama
$8.03M +$545K +1,843 +7%
LOAMS
764
Lombard Odier Asset Management (Switzerland)
Switzerland
$8.02M -$128K -434 -2%
11A
765
10-15 Associates
New York
$8M +$488K +1,651 +7%
APC
766
Aspire Private Capital
North Carolina
$7.98M -$7.04M -23,842 -47%
SIC
767
Salem Investment Counselors
North Carolina
$7.97M -$21.6K -73 -0.3%
OIA
768
Optimum Investment Advisors
Illinois
$7.97M -$271K -917 -3%
CC
769
Courier Capital
New York
$7.95M -$98.7K -334 -1%
AP
770
Agilis Partners
Massachusetts
$7.92M +$7.89M +26,706 New
PAM
771
PVG Asset Management
Colorado
$7.88M -$3.09M -10,451 -28%
PFM
772
Patton Fund Management
Texas
$7.8M +$233K +788 +3%
NCM
773
Neumann Capital Management
California
$7.8M -$26.9K -91 -0.3%
NIM
774
Nicollet Investment Management
Minnesota
$7.79M -$207K -699 -3%
PWAP
775
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$7.77M -$3.3M -11,165 -30%
29 30
31
32 33