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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HWM
251
Howard Wealth Management
Connecticut
$347K +$332K +9,947 New
S
252
Surevest
California
$346K +$331K +9,897 New
GEA
253
Glen Eagle Advisors
New Jersey
$345K +$129K +3,849 +64%
DI
254
DFPG Investments
Utah
$343K +$68.5K +2,050 +27%
PWM
255
Paulson Wealth Management
Illinois
$341K -$6.82K -204 -2%
APP
256
Avantax Planning Partners
Iowa
$338K
CAL
257
Capital Analysts LLC
Pennsylvania
$338K +$188K +5,627 +139%
V
258
Veritable
Delaware
$334K +$320K +9,568 New
CCP
259
Corient Capital Partners
California
$330K -$21.5K -644 -6%
AFP
260
Ausdal Financial Partners
Iowa
$329K +$18.2K +544 +6%
WP
261
WealthShield Partners
North Carolina
$324K -$42.8K -1,280 -12%
Carson Wealth (CWM LLC)
262
Carson Wealth (CWM LLC)
Nebraska
$319K
PFS
263
Prospera Financial Services
Texas
$315K +$91.6K +2,741 +44%
TC
264
Truvestments Capital
Florida
$296K -$5.01K -150 -2%
SHJ
265
Sharkey, Howes & Javer
Colorado
$295K
CFG
266
CMC Financial Group
Georgia
$289K +$276K +8,267 New
CSPIA
267
Cary Street Partners Investment Advisory
Virginia
$285K +$273K +8,174 New
ICMP
268
Integrated Capital Management (Pennsylvania)
Pennsylvania
$283K +$2.04K +61 +0.8%
QCM
269
Quest Capital Management
Texas
$281K +$15.2K +454 +6%
PG
270
Prostatis Group
Maryland
$276K +$264K +7,903 New
SCA
271
Snowden Capital Advisors
New York
$270K +$259K +7,738 New
FMWA
272
Forvis Mazars Wealth Advisors
Missouri
$270K +$259K +7,741 New
BAM
273
Belpointe Asset Management
Nevada
$267K +$256K +7,669 New
LFG
274
LifePlan Financial Group
Ohio
$264K
BWP
275
Bernardo Wealth Planning
Pennsylvania
$254K -$178K -5,340 -42%