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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
QCM
251
Quest Capital Management
Texas
$1.15M +$39.9K +1,009 +4%
CWM
252
Cedar Wealth Management
California
$1.06M -$191K -4,818 -15%
OWA
253
Opal Wealth Advisors
New York
$1.02M +$40.7K +1,029 +4%
EE
254
EWG Elevate
California
$1.02M
AF
255
Arrow Financial
New York
$1M -$22.7K -575 -2%
CA
256
Centerpoint Advisors
Massachusetts
$999K -$54.7K -1,383 -5%
KFGK
257
Keystone Financial Group (Kentucky)
Kentucky
$990K +$112K +2,820 +13%
PA
258
PFG Advisors
Arizona
$989K +$41.2K +1,042 +4%
FPW
259
Flagship Private Wealth
Massachusetts
$986K +$436K +11,028 +79%
GL
260
Graypoint LLC
New York
$974K
Thrivent Financial for Lutherans
261
Thrivent Financial for Lutherans
Minnesota
$939K -$43.7K -1,106 -7%
TWP
262
Tower Wealth Partners
Pennsylvania
$931K -$593 -15 -0.1%
Cetera Investment Advisers
263
Cetera Investment Advisers
Illinois
$928K +$155K +3,928 +20%
FIM
264
Fernwood Investment Management
Massachusetts
$920K -$18.5K -467 -2%
FAIM
265
Financial Advocates Investment Management
Washington
$920K -$10.6K -269 -1%
TFA
266
Tobias Financial Advisors
Florida
$915K -$11.1K -280 -1%
SWA
267
Stratos Wealth Advisors
Ohio
$869K +$80.9K +2,047 +10%
SAM
268
Securian Asset Management
Minnesota
$866K +$866K +21,900 New
CFGS
269
Concourse Financial Group Securities
Alabama
$864K +$44.3K +1,121 +5%
SPIA
270
Steward Partners Investment Advisory
New York
$858K -$16.8K -425 -2%
SCA
271
Snowden Capital Advisors
New York
$842K +$126K +3,184 +18%
SFS
272
Sowell Financial Services
Arkansas
$832K -$25.1K -636 -3%
WP
273
WealthPLAN Partners
Nebraska
$830K +$28.2K +713 +4%
22CM
274
20/20 Capital Management
California
$796K +$56.4K +1,427 +8%
CP
275
Castleview Partners
Texas
$781K +$781K +19,744 New