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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Susquehanna International Group
251
Susquehanna International Group
Pennsylvania
$498K +$471K +14,490 New
CS
252
Capital Square
Tennessee
$487K +$6.01K +185 +1%
Fifth Third Bancorp
253
Fifth Third Bancorp
Ohio
$487K +$304K +9,359 +195%
JP Morgan Chase
254
JP Morgan Chase
New York
$483K +$70.5K +2,171 +18%
FWM
255
Focused Wealth Management
New York
$476K -$1.63K -50 -0.4%
Cetera Investment Advisers
256
Cetera Investment Advisers
Illinois
$467K +$442K +13,590 New
FFG
257
Frisch Financial Group
New York
$466K +$174K +5,343 +65%
CAL
258
Capital Analysts LLC
Pennsylvania
$459K +$50.7K +1,560 +13%
BC
259
Brio Consultants
California
$457K +$1.36K +42 +0.3%
OPS
260
Orion Portfolio Solutions
Nebraska
$457K +$89.7K +2,759 +26%
OIA
261
Optimum Investment Advisors
Illinois
$430K -$16.2K -500 -4%
1SB
262
1ST Source Bank
Indiana
$415K +$169K +5,212 +76%
BTWM
263
Baker Tilly Wealth Management
Wisconsin
$414K +$391K +12,028 New
SFSIG
264
San Francisco Sentry Investment Group
California
$398K -$17.9K -552 -5%
B
265
Bridgeworth
Alabama
$398K +$2.92K +90 +0.8%
CAS
266
Coppell Advisory Solutions
Texas
$387K +$366K +11,261 New
Principal Financial Group
267
Principal Financial Group
Iowa
$375K +$11.9K +366 +3%
SWP
268
Stratos Wealth Partners
Ohio
$372K +$81.6K +2,512 +30%
V
269
Veritable
Delaware
$355K +$336K +10,330 New
IWC
270
Integrated Wealth Concepts
Massachusetts
$349K +$24K +739 +8%
WA
271
Wambolt & Associates
Colorado
$342K +$48.3K +1,487 +18%
CL
272
COWA LLC
Oklahoma
$341K +$313K +9,630 New
JAG
273
Journey Advisory Group
Kentucky
$337K +$318K +9,792 New
BI
274
Ballast Inc
Kentucky
$335K -$2.88M -88,754 -90%
JWCA
275
J.W. Cole Advisors
Florida
$335K +$26.5K +816 +9%