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
IP
1701
Investment Partners
Ohio
$2.6M -$4.42M -11,500 -63%
HIG
1702
Heritage Investment Group
Florida
$2.58M -$56.9K -148 -2%
RRCM
1703
Rappaport Reiches Capital Management
Illinois
$2.58M – – –
ULWM
1704
Upper Left Wealth Management
Florida
$2.58M -$16.5M -42,836 -86%
MWM
1705
Madison Wealth Management
Ohio
$2.57M -$50K -130 -2%
PPG
1706
Peak Planning Group
Colorado
$2.57M -$244K -634 -9%
FWM
1707
ForthRight Wealth Management
Georgia
$2.57M +$2.06M +5,354 +392%
RPC
1708
Rossmore Private Capital
Connecticut
$2.57M -$3.84K -10 -0.1%
KLI
1709
Kelman-Lazarov Inc
Tennessee
$2.56M -$47.7K -124 -2%
PL
1710
Plancorp LLC
Missouri
$2.56M -$189K -493 -7%
AMC
1711
Asset Management Corp
Illinois
$2.55M -$111K -289 -4%
PTB
1712
Pioneer Trust Bank
Oregon
$2.55M +$15.4K +40 +0.6%
VAS
1713
Vestmark Advisory Solutions
Massachusetts
$2.54M +$1.82M +4,727 +246%
RG
1714
Retirement Group
California
$2.53M +$3.46K +9 +0.1%
CWM
1715
Connecticut Wealth Management
Connecticut
$2.52M +$42.3K +110 +2%
BS
1716
Boenning & Scattergood
Pennsylvania
$2.52M +$268K +697 +14%
HWM
1717
Howard Wealth Management
Connecticut
$2.52M +$91.1K +237 +4%
CT
1718
Colonial Trust
South Carolina
$2.51M +$69.6K +181 +3%
BO
1719
Bank OZK
Arkansas
$2.5M -$34.2K -89 -1%
TWA
1720
TCI Wealth Advisors
Arizona
$2.5M -$137K -357 -5%
KCFA
1721
Key Client Fiduciary Advisors
New Jersey
$2.49M +$828K +2,154 +49%
SCA
1722
Sandy Cove Advisors
Massachusetts
$2.49M +$254K +660 +11%
PCMF
1723
Private Capital Management (Florida)
Florida
$2.49M – – –
1WM
1724
1900 Wealth Management
Texas
$2.49M – – –
AFG
1725
Allegheny Financial Group
Pennsylvania
$2.48M +$7.3K +19 +0.3%
67 68
69
70 71