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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
1676
Denver Wealth Management
Colorado
$2.12M -$8.34K -21 -0.4%
LBC
1677
Lawrence B. Cohen
$2.12M -$23.4K -59 -1%
IC
1678
Inverness Counsel
New York
$2.12M – – –
FP
1679
Financial Perspectives
Minnesota
$2.11M +$1.59K +4 +0.1%
RC
1680
Rovin Capital
Arizona
$2.11M +$82.6K +208 +4%
FWM
1681
Fairhaven Wealth Management
Illinois
$2.11M +$8.34K +21 +0.4%
WC
1682
Weil Company
California
$2.11M -$147K -371 -6%
MIC
1683
Means Investment Company
Maine
$2.11M -$69.9K -176 -3%
OFW
1684
Omnia Family Wealth
Florida
$2.11M – – –
IFA
1685
Index Fund Advisors
California
$2.11M +$11.9K +30 +0.5%
UCIG
1686
Ulrich Consultants & Investment Group
New Mexico
$2.11M +$253K +636 +12%
API
1687
Advisor Partners II
California
$2.1M +$2.34M +5,890 New
ATPW
1688
Ashton Thomas Private Wealth
Arizona
$2.1M +$154K +388 +7%
FFS
1689
Founders Financial Securities
Maryland
$2.1M +$396K +998 +21%
CHC
1690
City Holding Co
West Virginia
$2.09M -$107K -269 -4%
TRIA
1691
Trail Ridge Investment Advisors
Colorado
$2.09M -$1.28M -3,234 -38%
SCA
1692
Sandy Cove Advisors
Massachusetts
$2.09M +$68.3K +172 +3%
OHWP
1693
Oak Harbor Wealth Partners
North Carolina
$2.09M +$106K +268 +5%
CAN
1694
Claraphi Advisory Network
United States
$2.09M +$832K +2,095 +56%
JSC
1695
Jackson Square Capital
California
$2.09M -$62.3K -157 -3%
HCA
1696
Harbour Capital Advisors
Virginia
$2.08M – – –
AIM
1697
Acropolis Investment Management
Missouri
$2.08M +$397 +1 +0%
WMP
1698
Wealth Management Partners
Arizona
$2.07M -$397K -1,000 -14%
TW
1699
TrinityPoint Wealth
Connecticut
$2.06M -$2.38K -6 -0.1%
MPCG
1700
Matrix Private Capital Group
New York
$2.06M -$432K -1,089 -16%
66 67
68
69 70