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State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
American Century Companies
276
American Century Companies
Missouri
$30.2M +$6.01M +70,500 +26%
Ausdal Financial Partners
277
Ausdal Financial Partners
Iowa
$29.9M +$2.03M +23,815 +8%
Independent Advisor Alliance
278
Independent Advisor Alliance
North Carolina
$29.9M -$353M -4,139,143 -92%
Fifth Third Securities
279
Fifth Third Securities
Ohio
$29.7M +$236K +2,770 +0.8%
LGW
280
Leslie Global Wealth
Illinois
$29.5M -$890K -10,431 -3%
Neuberger Berman Group
281
Neuberger Berman Group
New York
$29.4M -$1.69M -19,812 -6%
Coppell Advisory Solutions
282
Coppell Advisory Solutions
Texas
$29.4M +$49.8M +583,394 New
Cary Street Partners
283
Cary Street Partners
Virginia
$29.3M -$9.39M -110,068 -25%
PIA
284
Panoramic Investment Advisors
Colorado
$29.2M +$286K +3,351 +1%
Janney Montgomery Scott
285
Janney Montgomery Scott
Pennsylvania
$29M +$6.81M +79,870 +32%
Baird Financial Group
286
Baird Financial Group
Wisconsin
$28.9M +$1.35M +15,771 +5%
WAS
287
Wealth Advisory Solutions
Indiana
$28.8M +$476K +5,583 +2%
Evermay Wealth Management
288
Evermay Wealth Management
Virginia
$28.8M +$3.75M +43,911 +15%
MCM
289
M1 Capital Management
Michigan
$28.5M +$14.4M +169,169 +109%
Arkadios Wealth Advisors
290
Arkadios Wealth Advisors
Georgia
$28.5M +$4.43M +51,975 +19%
Novem Group
291
Novem Group
New York
$28.3M +$575K +6,737 +2%
Segment Wealth Management
292
Segment Wealth Management
Texas
$28.3M +$2M +23,490 +8%
CF
293
CBM Financial
Texas
$28.1M +$365K +4,276 +1%
Cornerstone Advisors Asset Management
294
Cornerstone Advisors Asset Management
Pennsylvania
$28M -$533K -6,249 -2%
Bradley Foster & Sargent
295
Bradley Foster & Sargent
Connecticut
$27.9M +$250K +2,933 +0.9%
TCWM
296
Total Clarity Wealth Management
Illinois
$27.9M +$6.54M +76,629 +32%
Susquehanna International Group
297
Susquehanna International Group
Pennsylvania
$27.7M +$3.16M +36,988 +13%
Maia Wealth
298
Maia Wealth
Colorado
$27.4M -$1.2M -14,025 -4%
Harbor Capital Advisors
299
Harbor Capital Advisors
Illinois
$27.4M +$17.2M +201,212 +182%
Steele Capital Management
300
Steele Capital Management
Iowa
$27.4M -$195K -2,284 -0.7%