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
UWPG
2101
Ullmann Wealth Partners Group
Florida
$766K +$133K +344 +22%
WDC
2102
Woodward Diversified Capital
California
$762K +$398K +1,032 +116%
SAM
2103
Sequent Asset Management
Texas
$760K +$224K +580 +43%
SC
2104
Shay Capital
New York
$760K +$739K +1,917 New
HTHT
2105
Hemenway Trust Hemenway Trust
New Hampshire
$757K -$295K -764 -29%
TGAM
2106
TBH Global Asset Management
Tennessee
$755K +$67.1K +174 +10%
SCM
2107
SevenOneSeven Capital Management
Pennsylvania
$755K +$259K +671 +54%
GWCM
2108
Godshalk Welsh Capital Management
Pennsylvania
$753K – – –
CWM
2109
Cordatus Wealth Management
Pennsylvania
$751K – – –
IAS
2110
IMA Advisory Services
Colorado
$750K -$77.1K -200 -10%
NIC
2111
Northwest Investment Counselors
Oregon
$750K +$50.1K +130 +7%
CFMC
2112
Curbstone Financial Management Corp
New Hampshire
$749K -$116K -300 -14%
VIM
2113
Vista Investment Management
Pennsylvania
$749K -$7.33K -19 -1%
OBWG
2114
Onyx Bridge Wealth Group
New York
$741K +$91.4K +237 +15%
AWMT
2115
AAFMAA Wealth Management & Trust
North Carolina
$739K +$188K +487 +35%
AAM
2116
Autus Asset Management
Arizona
$738K +$60.2K +156 +9%
BL
2117
BFSG LLC
California
$737K -$96.4K -250 -12%
TPM
2118
Triasima Portfolio Management
Quebec, Canada
$737K – – –
AA
2119
Aufman Associates
Pennsylvania
$734K -$100K -260 -12%
CA
2120
Continuum Advisory
Idaho
$730K +$189K +489 +39%
CFG
2121
Cooper Financial Group
California
$728K -$525K -1,362 -43%
LRPA
2122
L. Roy Papp & Associates
Arizona
$728K -$41.3K -107 -6%
CGH
2123
Crossmark Global Holdings
Texas
$727K -$2.54M -6,591 -78%
AWA
2124
ARS Wealth Advisors
Florida
$727K -$83.3K -216 -11%
RPG
2125
Resource Planning Group
Georgia
$727K +$170K +442 +32%
83 84
85
86 87