SPY icon

State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
NFA
1226
Northern Financial Advisors
Michigan
$10.4M -$27K -46 -0.2%
DFA
1227
DHK Financial Advisors
New Hampshire
$10.4M +$5.22M +8,889 +92%
PS
1228
Principal Securities
Iowa
$10.4M – – –
QC
1229
Qalhat Capital
British Virgin Islands
$10.4M – – –
MWM
1230
MorganRosel Wealth Management
Colorado
$10.4M -$57.6K -98 -0.5%
OA
1231
Operose Advisors
Wisconsin
$10.3M +$3.63M +6,184 +50%
VHAM
1232
Van Hulzen Asset Management
California
$10.3M -$246K -419 -2%
RWIA
1233
Roger Wittlin Investment Advisory
California
$10.3M -$583K -992 -5%
MCCP
1234
Mission Creek Capital Partners
California
$10.3M +$214K +364 +2%
PA
1235
Planning Alternatives
Michigan
$10.3M -$35.9K -61 -0.3%
ACM
1236
Accent Capital Management
Ohio
$10.3M +$2.31M +3,935 +27%
BFIC
1237
Bedell Frazier Investment Counselling
California
$10.3M +$9.76M +16,612 +957%
EFG
1238
Elios Financial Group
Ohio
$10.3M -$518K -881 -5%
ACA
1239
Atlas Capital Advisors
Wyoming
$10.3M +$150K +255 +1%
VIP
1240
Vista Investment Partners
Oklahoma
$10.2M +$34.1K +58 +0.3%
GI
1241
GAMCO Investors
Connecticut
$10.2M -$58.8K -100 -0.5%
NC
1242
NBW Capital
Massachusetts
$10.2M -$2.77M -4,705 -20%
RAG
1243
RIA Advisory Group
Iowa
$10.2M +$9.07M +15,434 +539%
BAAM
1244
Baker Avenue Asset Management
California
$10.2M +$85.8K +146 +0.8%
FM
1245
Foster & Motley
Ohio
$10.2M +$2.4M +4,083 +29%
PWP
1246
Principle Wealth Partners
Connecticut
$10.2M +$34.7K +59 +0.3%
MG
1247
Mather Group
Illinois
$10.1M +$2.94K +5 +0%
FCBT
1248
First Citizens Bank & Trust
North Carolina
$10.1M +$348K +592 +3%
CIA
1249
Caerus Investment Advisors
Texas
$10.1M +$2.26M +3,842 +27%
AG
1250
Ascent Group
Virginia
$10.1M +$8.63M +14,680 +445%
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