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State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Glenmede Trust
1401
Glenmede Trust
Pennsylvania
$318K – – –
PSA
1402
Plum Street Advisors
Louisiana
$317K +$308K +3,605 New
CAM
1403
Chesapeake Asset Management
New York
$315K – – –
FLP
1404
Financial Life Planners
Arizona
$314K -$197K -2,309 -39%
Asset Advisors Investment Management
1405
Asset Advisors Investment Management
Georgia
$312K +$303K +3,549 New
Ancora Advisors
1406
Ancora Advisors
Ohio
$311K -$63K -739 -17%
CPCP
1407
Cedar Point Capital Partners
Iowa
$309K +$45K +528 +18%
PCS
1408
Private Client Services
Kentucky
$309K -$18K -211 -6%
SlateStone Wealth
1409
SlateStone Wealth
Florida
$307K – – –
KHCM
1410
Kirtland Hills Capital Management
Ohio
$306K +$7.76K +91 +3%
WI
1411
WBI Investments
New Jersey
$303K +$14.8K +174 +5%
GRWP
1412
Green Ridge Wealth Planning
New Jersey
$301K -$54.1K -634 -16%
LFP
1413
Lakeshore Financial Planning
Michigan
$301K +$60.8K +713 +26%
WFP
1414
Wrenne Financial Planning
Kentucky
$300K – – –
FAL
1415
Focused Alpha LLC
Colorado
$300K +$291K +3,414 New
SAM
1416
Seelaus Asset Management
New Jersey
$298K +$289K +3,386 New
Central Trust Company
1417
Central Trust Company
Missouri
$297K +$158K +1,849 +120%
BLC
1418
Blue Line Capital
Illinois
$296K +$13.6K +159 +5%
CLIP
1419
Colter Lewis Investment Partners
Connecticut
$296K – – –
Fourpath Capital Management
1420
Fourpath Capital Management
Oklahoma
$296K -$146K -1,709 -34%
Pictet North America Advisors
1421
Pictet North America Advisors
Switzerland
$295K – – –
KFS
1422
Kurt F. Somerville
$294K – – –
EL
1423
EWA LLC
Pennsylvania
$294K +$47.9K +562 +20%
KFS
1424
Kirkwood Financial Services
Texas
$294K +$768 +9 +0.3%
New Harbor Financial Group
1425
New Harbor Financial Group
Massachusetts
$294K +$26.8K +314 +10%