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
OWM
1951
Orgel Wealth Management
Wisconsin
$4.2M -$226K -352 -5%
MAG
1952
M3 Advisory Group
Massachusetts
$4.17M +$113K +177 +3%
THL
1953
Tillman Hartley LLC
Colorado
$4.17M +$333K +520 +9%
BA
1954
BCM Advisors
Louisiana
$4.17M – – –
RMCM
1955
Reynders McVeigh Capital Management
Massachusetts
$4.17M -$106K -166 -3%
CAM
1956
Councilmark Asset Management
Tennessee
$4.16M – – –
FNB
1957
Farmers National Bank
Kentucky
$4.16M -$37.8K -59 -0.9%
PNC
1958
Park National Corp
Ohio
$4.16M -$160K -250 -4%
TLA
1959
Tanglewood Legacy Advisors
Texas
$4.16M +$17.3K +27 +0.4%
CT
1960
Colonial Trust
South Carolina
$4.16M -$12.8K -20 -0.3%
LWM
1961
Luminvest Wealth Management
Arizona
$4.15M -$1.2M -1,874 -23%
FWM
1962
Forza Wealth Management
Florida
$4.15M +$39.1K +61 +1%
DF
1963
Dunhill Financial
United Kingdom
$4.15M -$1.16M -1,809 -23%
WJA
1964
Willis Johnson & Associates
Texas
$4.14M +$298K +465 +8%
DSN
1965
D. Scott Neal
Kentucky
$4.14M -$455K -710 -10%
PIM
1966
Pullen Investment Management
Florida
$4.11M – – –
OWA
1967
Octavia Wealth Advisors
Ohio
$4.08M +$433K +675 +12%
OWMIAS
1968
One Wealth Management Investment & Advisory Services
Florida
$4.08M +$488K +762 +14%
SFG
1969
Sage Financial Group
Pennsylvania
$4.08M -$35.9K -56 -0.9%
FVCM
1970
F&V Capital Management
Florida
$4.07M +$66K +103 +2%
WRPWM
1971
Werba Rubin Papier Wealth Management
California
$4.07M +$838K +1,307 +27%
RSVP
1972
Ramsay Stattman Vela & Price
Colorado
$4.07M +$38.5K +60 +1%
UF
1973
Univest Financial
Pennsylvania
$4.07M +$85.9K +134 +2%
AF
1974
Affiance Financial
Minnesota
$4.07M -$80.8K -126 -2%
CIP
1975
Capital Insight Partners
Arizona
$4.07M +$28.2K +44 +0.7%
77 78
79
80 81