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
APWM
2326
Atlas Private Wealth Management
New York
$171K – – –
BWL
2327
Bogart Wealth LLC
Virginia
$166K – – –
SKK
2328
Shepherd Kaplan Krochuk
Massachusetts
$166K +$157K +538 New
CIAS
2329
CBIZ Investment Advisory Services
Ohio
$160K – – –
CAM
2330
Costello Asset Management
Pennsylvania
$158K +$150K +513 New
CIA
2331
Cascade Investment Advisors
Oregon
$158K – – –
RIA
2332
RPG Investment Advisory
California
$157K +$60.9K +208 +69%
RP
2333
Rowlandmiller & Partners
Georgia
$153K +$2.93K +10 +2%
CH
2334
Canton Hathaway
Rhode Island
$148K -$7.32K -25 -5%
WLPWM
2335
Walled Lake Planning & Wealth Management
Illinois
$146K -$11.1K -38 -7%
HCM
2336
Highlander Capital Management
New Jersey
$130K +$35.1K +120 +40%
CMA
2337
Cedar Mountain Advisors
Oregon
$128K +$878 +3 +0.7%
FA
2338
Fortis Advisors
Pennsylvania
$127K -$4.33M -14,790 -97%
ZB
2339
Zions Bancorporation
Utah
$124K -$12K -41 -9%
USGIU
2340
U.S. Global Investors (USGI)
Texas
$124K +$117K +400 New
SC
2341
Skylands Capital
Wisconsin
$123K – – –
FA
2342
Financial Advantage
Maryland
$123K +$117K +400 New
WFMPM
2343
Woodley Farra Manion Portfolio Management
Indiana
$121K -$29.9K -102 -21%
HI
2344
Hudock Inc
Pennsylvania
$121K -$7.61K -26 -6%
LWM
2345
Lenox Wealth Management
Ohio
$118K -$12.9K -44 -10%
SO
2346
STRS Ohio
Ohio
$118K +$113K +385 New
KIG
2347
Kessler Investment Group
Indiana
$114K -$70.2K -240 -39%
RAM
2348
Riggs Asset Management
Pennsylvania
$113K – – –
CAM
2349
Capco Asset Management
Florida
$107K – – –
HWM
2350
Holloway Wealth Management
Florida
$105K – – –
92 93
94
95 96