SPY icon

State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
VHAM
1201
Van Hulzen Asset Management
California
$5.13M +$163K +411 +3%
PG
1202
Patten Group
Tennessee
$5.1M -$12.7K -32 -0.2%
AA
1203
Auxano Advisors
Washington
$5.09M +$3.97K +10 +0.1%
TPW
1204
TL Private Wealth
Texas
$5.09M -$23K -58 -0.4%
SS
1205
Simplicity Solutions
Minnesota
$5.09M -$7.67M -19,320 -58%
FMP
1206
Financial Management Professionals
Texas
$5.08M -$133K -336 -2%
SCA
1207
Sage Capital Advisors
South Dakota
$5.08M +$657K +1,654 +13%
EW
1208
Element Wealth
Mississippi
$5.04M +$35.7K +90 +0.6%
GLA
1209
Good Life Advisors
Pennsylvania
$5.03M -$1.76M -4,427 -24%
AIC
1210
Ayalon Insurance Company
Israel
$5.03M -$4.75M -11,972 -46%
UWPG
1211
Ullmann Wealth Partners Group
Florida
$5.02M +$3.84M +9,680 +222%
AIFAIM
1212
American Institute for Advanced Investment Management
Arizona
$4.99M +$108K +271 +2%
FWP
1213
FAS Wealth Partners
Kansas
$4.99M +$46.1K +116 +0.8%
BIC
1214
Beach Investment Counsel
Pennsylvania
$4.99M – – –
BPWM
1215
Badgley Phelps Wealth Managers
Washington
$4.97M +$955K +2,405 +21%
LPIC
1216
LeJeune Puetz Investment Counsel
Michigan
$4.97M -$58K -146 -1%
HWM
1217
Hohimer Wealth Management
Washington
$4.96M +$205K +515 +4%
PIMG
1218
Patriot Investment Management Group
Tennessee
$4.95M -$318K -801 -5%
AWA
1219
Alta Wealth Advisors
Massachusetts
$4.95M +$73.1K +184 +1%
PWP
1220
Principle Wealth Partners
Connecticut
$4.94M +$209K +527 +4%
AWE
1221
Avidian Wealth Enterprises
Texas
$4.9M -$7.95M -20,007 -59%
WA
1222
Waddell & Associates
Tennessee
$4.89M +$13.5K +34 +0.2%
KFS
1223
Kaizen Financial Strategies
California
$4.88M -$2.38K -6 -0%
CFO
1224
Collective Family Office
Pennsylvania
$4.87M -$355K -895 -6%
AAM
1225
Ameraudi Asset Management
New York
$4.87M -$865K -2,178 -14%
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