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
HWA
901
Hillcrest Wealth Advisors
New Jersey
$11.2M -$419K -1,050 -4%
AP
902
Appleton Partners
Massachusetts
$11.2M -$349K -874 -3%
IWP
903
Icon Wealth Partners
Texas
$11.2M +$10.9M +27,345 New
SIA
904
Soltis Investment Advisors
Utah
$11.2M +$777K +1,947 +8%
RIL
905
Rothschild Investment LLC
Illinois
$11.2M +$88.2K +221 +0.8%
CFAM
906
Coury Firm Asset Management
Pennsylvania
$11.1M -$194K -485 -2%
NCM
907
Neumann Capital Management
California
$11.1M -$245K -613 -2%
MWM
908
Mission Wealth Management
California
$11.1M +$117K +293 +1%
KC
909
Kadensa Capital
Hong Kong
$11.1M +$10.8M +27,009 New
OL
910
Optas LLC
Texas
$11M
AP
911
Americana Partners
Texas
$11M -$561K -1,405 -5%
CWC
912
Carolinas Wealth Consulting
North Carolina
$11M -$30.3K -76 -0.3%
MWA
913
Meridian Wealth Advisors
Texas
$11M -$2K -5 -0%
BLC
914
Brown, Lisle/Cummings
Rhode Island
$10.9M +$225K +565 +2%
BTI
915
Blue Trust Inc
Georgia
$10.9M -$692K -1,735 -6%
CHJWM
916
Carlton Hofferkamp & Jenks Wealth Management
Texas
$10.8M -$148K -370 -1%
SB
917
Strategic Blueprint
Georgia
$10.8M -$738K -1,849 -7%
FFA
918
First Foundation Advisors
California
$10.8M -$1.08M -2,716 -9%
AIC
919
Ayalon Insurance Company
Israel
$10.8M +$4.99M +12,501 +91%
GAM
920
GEM Asset Management
Michigan
$10.7M -$16.4K -41 -0.2%
CAGAS
921
Capital Advisory Group Advisory Services
Minnesota
$10.7M +$617K +1,547 +6%
SP
922
Successful Portfolios
Florida
$10.7M -$111K -277 -1%
American Century Companies
923
American Century Companies
Missouri
$10.7M +$4.68M +11,741 +79%
EAM
924
Evanson Asset Management
California
$10.7M +$242K +607 +2%
ST
925
Spinnaker Trust
Maine
$10.7M +$45.5K +114 +0.4%