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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
226
CAPTRUST Financial Advisors
North Carolina
$1.11M -$349K -9,645 -25%
JSL
227
JT Stratford LLC
Georgia
$1.1M +$39.2K +1,083 +4%
IHWM
228
Iron Horse Wealth Management
Iowa
$1.08M +$26.7K +739 +3%
HWM
229
Howard Wealth Management
Connecticut
$1.07M +$225K +6,231 +28%
QCM
230
Quest Capital Management
Texas
$1.06M +$79.8K +2,206 +9%
SPC
231
Sigma Planning Corp
Michigan
$1.02M +$25.9K +717 +3%
CA
232
Centerpoint Advisors
Massachusetts
$1.01M
OIA
233
OneDigital Investment Advisors
Kansas
$1M +$330K +9,112 +52%
AF
234
Arrow Financial
New York
$982K -$67.8K -1,875 -7%
EE
235
EWG Elevate
California
$968K +$360K +9,947 +64%
PF
236
Phoenix Financial
Israel
$962K +$918K +25,385 New
JFS
237
JD Financial Services
Pennsylvania
$956K +$151K +4,188 +20%
Thrivent Financial for Lutherans
238
Thrivent Financial for Lutherans
Minnesota
$942K +$18.2K +503 +3%
OWA
239
Opal Wealth Advisors
New York
$937K +$115K +3,167 +15%
GL
240
Graypoint LLC
New York
$933K
CB
241
Community Bank
New York
$925K -$2.35K -65 -0.3%
PA
242
PFG Advisors
Arizona
$908K -$37.6K -1,041 -4%
FIM
243
Fernwood Investment Management
Massachusetts
$900K +$1.27K +35 +0.1%
TWP
244
Tower Wealth Partners
Pennsylvania
$893K +$852K +23,564 New
FAIM
245
Financial Advocates Investment Management
Washington
$892K -$28.6K -790 -3%
TFA
246
Tobias Financial Advisors
Florida
$888K -$62.5K -1,728 -7%
CWM
247
Cornerstone Wealth Management
Missouri
$886K +$49.3K +1,364 +6%
SFS
248
Sowell Financial Services
Arkansas
$869K +$37.3K +1,031 +5%
PC
249
Permanens Capital
New York
$857K -$172K -4,756 -17%
KFGK
250
Keystone Financial Group (Kentucky)
Kentucky
$842K +$155K +4,277 +24%