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State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
O'Shaughnessy Asset Management
501
O'Shaughnessy Asset Management
Connecticut
$10.5M +$1.99M +23,336 +24%
River Street Advisors
502
River Street Advisors
Illinois
$10.4M +$522K +6,121 +5%
Crestwood Advisors Group
503
Crestwood Advisors Group
Massachusetts
$10.4M -$878K -10,294 -8%
Welch Capital Partners
504
Welch Capital Partners
New York
$10.3M -$185K -2,172 -2%
StoneCrest Wealth Management
505
StoneCrest Wealth Management
Arizona
$10.3M -$909K -10,649 -8%
Baltimore-Washington Financial Advisors
506
Baltimore-Washington Financial Advisors
Maryland
$10.3M -$509K -5,969 -5%
Foundations Investment Advisors
507
Foundations Investment Advisors
Arizona
$10.3M -$197K -2,308 -2%
Clarus Wealth Advisors
508
Clarus Wealth Advisors
Arizona
$10.2M -$60.6K -710 -0.6%
Cobblestone Asset Management
509
Cobblestone Asset Management
Virginia
$10.2M +$155K +1,816 +2%
Atomi Financial Group
510
Atomi Financial Group
New York
$10.2M +$2.52M +29,519 +34%
6SA
511
6th Street Advisors
Alabama
$10.2M -$83.3K -976 -0.8%
Bull Oak Capital
512
Bull Oak Capital
California
$10.2M -$146K -1,709 -1%
FFG Retirement Advisors
513
FFG Retirement Advisors
Colorado
$10.1M +$1.97M +23,052 +25%
Ethos Financial Group
514
Ethos Financial Group
Pennsylvania
$10M -$2.08M -24,404 -18%
Trademark Financial Management
515
Trademark Financial Management
Minnesota
$10M +$1.35M +15,802 +16%
Hollencrest Capital Management
516
Hollencrest Capital Management
California
$10M -$1.6M -18,764 -14%
Independence Wealth Advisors (Ohio)
517
Independence Wealth Advisors (Ohio)
Ohio
$10M +$7.06M +82,701 +269%
Worth Asset Management
518
Worth Asset Management
Texas
$9.9M +$415K +4,864 +4%
Guardian Wealth Advisors (North Carolina)
519
Guardian Wealth Advisors (North Carolina)
North Carolina
$9.9M +$221K +2,592 +2%
Elevated Capital Advisors
520
Elevated Capital Advisors
Utah
$9.8M -$1.16M -13,605 -11%
MMA Asset Management
521
MMA Asset Management
Pennsylvania
$9.8M -$60.7K -712 -0.6%
Optima Capital
522
Optima Capital
Oregon
$9.8M +$560K +6,565 +6%
BlackDiamond Wealth Management
523
BlackDiamond Wealth Management
New York
$9.8M -$1.41M -16,491 -13%
Absolute Capital Management
524
Absolute Capital Management
Pennsylvania
$9.6M +$457K +5,354 +5%
CacheTech Inc
525
CacheTech Inc
Utah
$9.6M +$359K +4,210 +4%