We are live on ! Find out more
SPY icon

State Street SPDR S&P 500 ETF Trust

Name Holding Trade Value Shares
Change
Change in
Stake
WF
751
Welch & Forbes
Massachusetts
$12.1M +$291K +820 +3%
GWAM
752
Guardian Wealth Advisors (Minnesota)
Minnesota
$12.1M +$11.5M +32,403 New
GFS
753
GYL Financial Synergies
Connecticut
$12.1M -$439K -1,238 -4%
SSWM
754
Smith Salley Wealth Management
North Carolina
$12.1M -$1.91M -5,381 -14%
BFG
755
Baron Financial Group
New Jersey
$12M +$25.9K +73 +0.2%
Victory Capital Management
756
Victory Capital Management
Texas
$11.9M -$3.36M -9,477 -9%
FMWA
757
Forvis Mazars Wealth Advisors
Missouri
$11.9M -$611K -1,721 -5%
BFS
758
Bickling Financial Services
Massachusetts
$11.9M +$11.3M +31,771 New
PWM
759
Palumbo Wealth Management
New York
$11.9M +$11.3M +31,748 New
NWA
760
Navis Wealth Advisors
New York
$11.9M +$11.3M +31,735 New
NL
761
NEPC LLC
Massachusetts
$11.8M
BC
762
Belmont Capital
California
$11.7M +$55.3K +156 +0.5%
OFS
763
Oldfather Financial Services
Nebraska
$11.7M +$122K +343 +1%
HI
764
Humankind Investments
New York
$11.7M +$11.1M +31,170 New
22CM
765
20/20 Capital Management
California
$11.6M -$7.8K -22 -0.1%
MWA
766
Meridian Wealth Advisors
Texas
$11.6M +$222K +625 +2%
SI
767
Symmetry Investments
Jersey
$11.6M +$11M +31,026 New
TNBTD
768
Trustmark National Bank Trust Department
Mississippi
$11.6M +$481K +1,357 +5%
HC
769
Henshaw Capital
Massachusetts
$11.6M
RTS
770
Round Table Services
New Jersey
$11.5M +$1.14M +3,200 +12%
DJSG
771
D.J. St. Germain
Massachusetts
$11.5M -$79.8K -225 -0.7%
LC
772
Lindbrook Capital
California
$11.5M -$180K -508 -2%
MAM
773
McLean Asset Management
Virginia
$11.5M +$10.9M +30,749 New
TFCP
774
Twin Focus Capital Partners
Massachusetts
$11.5M
SFA
775
Source Financial Advisors
New York
$11.4M +$10.9M +30,620 New