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State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Rational Advisors
426
Rational Advisors
New York
$15.3M -$1.64M -19,213 -10%
Towercrest Capital Management
427
Towercrest Capital Management
Pennsylvania
$15.3M +$463K +5,430 +3%
SeedSafe Financial
428
SeedSafe Financial
Texas
$15.2M +$904K +10,594 +7%
Financial Futures
429
Financial Futures
New Jersey
$15.1M -$46.6K -546 -0.3%
Abound Financial
430
Abound Financial
California
$15M -$247K -2,893 -2%
GenWealth Group
431
GenWealth Group
New Jersey
$14.9M -$178K -2,085 -1%
Renaissance Technologies
432
Renaissance Technologies
New York
$14.9M +$2.12M +24,891 +17%
Cannon Wealth Management Services
433
Cannon Wealth Management Services
North Carolina
$14.9M +$394K +4,623 +3%
Pinnacle Wealth Planning Services
434
Pinnacle Wealth Planning Services
Ohio
$14.8M +$182K +2,130 +1%
Apollon Wealth Management
435
Apollon Wealth Management
South Carolina
$14.6M +$1.64M +19,194 +13%
PAX Financial Group
436
PAX Financial Group
Texas
$14.5M +$4.08M +47,871 +41%
Slagle Financial
437
Slagle Financial
Illinois
$14.4M -$350K -4,105 -2%
Stone Summit Wealth
438
Stone Summit Wealth
Florida
$14.3M +$352K +4,127 +3%
JNBA Financial Advisors
439
JNBA Financial Advisors
Minnesota
$14.2M +$1.9M +22,326 +16%
Pathstone Holdings
440
Pathstone Holdings
New Jersey
$14.1M +$1.25M +14,623 +10%
Albion Financial Group
441
Albion Financial Group
Utah
$14.1M +$12.1M +141,347 +739%
Axxcess Wealth Management
442
Axxcess Wealth Management
California
$14.1M +$243K +2,847 +2%
JCFM
443
JBR Co Financial Management
Oklahoma
$14M +$2.08M +24,429 +18%
Blue Bell Private Wealth Management
444
Blue Bell Private Wealth Management
Pennsylvania
$14M +$1.69M +19,801 +14%
Davenport & Co
445
Davenport & Co
Virginia
$13.9M +$616K +7,221 +5%
Cutler Investment Counsel
446
Cutler Investment Counsel
Oregon
$13.8M +$988K +11,581 +8%
Wise Wealth Partners
447
Wise Wealth Partners
Arizona
$13.7M -$8.44M -98,964 -39%
Summit Financial
448
Summit Financial
New Jersey
$13.7M +$1.4M +16,460 +12%
Rainier Family Wealth
449
Rainier Family Wealth
Washington
$13.6M +$605K +7,097 +5%
49 Wealth Management
450
49 Wealth Management
Texas
$13.6M -$107M -1,254,185 -89%