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
IAIM
1076
International Assets Investment Management
Florida
$8.91M +$437K +951 +5%
PWPS
1077
Pinnacle Wealth Planning Services
Ohio
$8.8M -$15.6K -34 -0.2%
LSPW
1078
Lake Street Private Wealth
Illinois
$8.8M +$6.91M +15,046 +433%
CG
1079
Caprock Group
Idaho
$8.79M +$743K +1,619 +10%
MCC
1080
Money Concepts Capital
Florida
$8.78M +$8.48M +18,479 New
GI
1081
GAMCO Investors
Connecticut
$8.74M – – –
PCMC
1082
Paragon Capital Management (Colorado)
Colorado
$8.72M -$1.35M -2,947 -14%
SIC
1083
Sigma Investment Counselors
Michigan
$8.72M -$133K -290 -2%
CWM
1084
Cornerstone Wealth Management
Missouri
$8.71M -$309K -673 -4%
SIC
1085
Shoker Investment Counsel
Ohio
$8.69M -$968K -2,108 -10%
I
1086
INVST
Indiana
$8.68M +$1.18M +2,580 +14%
AWM
1087
Axxcess Wealth Management
California
$8.67M +$8.38M +18,250 New
CFO
1088
Collective Family Office
Pennsylvania
$8.65M +$106K +231 +1%
GWM
1089
GSB Wealth Management
Connecticut
$8.6M +$197K +429 +2%
TA
1090
TrueWealth Advisors
Alabama
$8.56M +$49.6K +108 +0.6%
TW
1091
Transform Wealth
Colorado
$8.56M +$956K +2,083 +13%
CA
1092
Calton & Associates
Florida
$8.56M +$1.39M +3,036 +20%
HIS
1093
Harvest Investment Services
Illinois
$8.54M +$1.88M +4,092 +29%
ACA
1094
Ascension Capital Advisors
Texas
$8.52M +$8.23M +17,932 New
LFAS
1095
Level Four Advisory Services
Texas
$8.51M +$4.32M +9,404 +110%
CSIC
1096
Clifford Swan Investment Counsel
California
$8.45M -$64.3K -140 -0.8%
WA
1097
Wealth Alliance
New York
$8.42M -$266K -580 -3%
HWA
1098
Heritage Wealth Advisors
Virginia
$8.41M -$275K -600 -3%
PWP
1099
Personal Wealth Partners
Minnesota
$8.37M -$190K -414 -2%
WTA
1100
Washington Trust Advisors
Massachusetts
$8.37M +$8.09M +17,625 New
42 43
44
45 46