SPY icon

State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
SPWM
1176
Schrum Private Wealth Management
Florida
$11.2M -$71.1K -121 -0.6%
LMIM
1177
Lockheed Martin Investment Management
Maryland
$11.2M -$5.88M -10,000 -33%
AWM
1178
Aries Wealth Management
Maine
$11.2M +$333K +567 +3%
FGG
1179
Financial Guidance Group
Florida
$11.2M +$88.2K +150 +0.8%
WHG
1180
Westwood Holdings Group
Texas
$11.2M -$23.4M -39,807 -67%
GB
1181
Gunma Bank
Japan
$11.1M +$11.7M +19,900 New
PWM
1182
Paulson Wealth Management
Illinois
$11.1M +$54.7K +93 +0.5%
BWA
1183
BlueChip Wealth Advisors
Georgia
$11.1M -$308K -524 -3%
NPT
1184
Nixon Peabody Trust
Massachusetts
$11.1M -$5.29M -9,001 -31%
LAS
1185
LWM Advisory Services
Florida
$11.1M -$9.01M -15,321 -44%
USB
1186
Union Savings Bank
Connecticut
$11.1M +$263K +448 +2%
SLFPAM
1187
St. Louis Financial Planners Asset Management
Missouri
$11.1M +$875K +1,488 +8%
BPWM
1188
Badgley Phelps Wealth Managers
Washington
$11.1M -$508K -864 -4%
CGF
1189
Constant Guidance Financial
Massachusetts
$11.1M +$1.04M +1,769 +10%
BCM
1190
Bienville Capital Management
New York
$11.1M -$163K -277 -1%
LA
1191
Lane & Associates
New Jersey
$11.1M -$13.1M -22,215 -53%
DQRIM
1192
Dale Q Rice Investment Management
Washington
$11M +$260K +443 +2%
UFA
1193
US Financial Advisors
Massachusetts
$11M +$37.6K +64 +0.3%
4WM
1194
49 Wealth Management
Texas
$11M +$10.7M +18,144 +1,192%
MCM
1195
MidAtlantic Capital Management
Virginia
$11M +$142K +241 +1%
BV
1196
Boxwood Ventures
Illinois
$11M – – –
MAM
1197
McLean Asset Management
Virginia
$10.9M +$199K +339 +2%
NFG
1198
Nations Financial Group
Iowa
$10.9M +$2.32M +3,954 +25%
BFC
1199
Bedel Financial Consulting
Indiana
$10.9M +$745K +1,267 +7%
FMC
1200
First Merchants Corp
Indiana
$10.9M -$89.9K -153 -0.8%
46 47
48
49 50