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
GPA
1526
Guidance Point Advisors
Massachusetts
$3.79M -$638K -1,390 -15%
BIP
1527
Blueprint Investment Partners
North Carolina
$3.78M +$3.66M +7,965 New
PWAG
1528
Polaris Wealth Advisory Group
California
$3.78M +$2.51M +5,472 +220%
DWM
1529
Denver Wealth Management
Colorado
$3.78M +$3.65M +7,952 New
ADL
1530
Asset Dedication LLC
California
$3.78M +$345K +751 +10%
MF
1531
Montis Financial
Massachusetts
$3.77M -$39.9K -87 -1%
TA
1532
TruWealth Advisors
Louisiana
$3.77M -$132K -288 -4%
CAM
1533
Covenant Asset Management
New Jersey
$3.76M +$27.5K +60 +0.8%
CRWM
1534
Castle Rock Wealth Management
California
$3.75M +$347K +755 +10%
NPT
1535
Nixon Peabody Trust
Massachusetts
$3.75M -$90K -196 -2%
IWA
1536
IBEX Wealth Advisors
New Jersey
$3.73M +$134K +292 +4%
TLCM
1537
Twin Lakes Capital Management
California
$3.72M -$39.9K -87 -1%
MWP
1538
Madison Wealth Partners
Wisconsin
$3.71M +$11K +24 +0.3%
FVCM
1539
F&V Capital Management
Florida
$3.7M +$10.6K +23 +0.3%
VA
1540
Valmark Advisers
Ohio
$3.69M -$1.55M -3,370 -30%
EFSCE
1541
Enterprise Financial Services Corp (EFSC)
Missouri
$3.68M -$84.9K -185 -2%
RWM
1542
Raffa Wealth Management
District of Columbia
$3.67M +$2.29K +5 +0.1%
KWS
1543
Keystone Wealth Services
California
$3.67M +$3.55M +7,724 New
CFS
1544
CRA Financial Services
New Jersey
$3.67M -$26.6K -58 -0.7%
AAMC
1545
Asset Allocation & Management Company
Illinois
$3.66M +$959K +2,089 +37%
DFA
1546
DHJJ Financial Advisors
Illinois
$3.65M -$149K -325 -4%
VVP
1547
Vulcan Value Partners
Alabama
$3.64M +$3.52M +7,670 New
MWM
1548
Marietta Wealth Management
Georgia
$3.64M -$13.8K -30 -0.4%
PFM
1549
Parsec Financial Management
North Carolina
$3.63M – – –
RVPG
1550
Relative Value Partners Group
$3.63M +$98.7K +215 +3%
60 61
62
63 64