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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAC
251
Certified Advisory Corp
Florida
$1.98M +$218K +5,753 +11%
CAPTRUST Financial Advisors
252
CAPTRUST Financial Advisors
North Carolina
$1.97M +$907K +23,914 +72%
CAM
253
Cozad Asset Management
Illinois
$1.96M -$80.8K -2,130 -4%
TFA
254
Teamwork Financial Advisors
Texas
$1.93M +$544K +14,345 +35%
SWM
255
Seaside Wealth Management
California
$1.92M +$8.73K +230 +0.5%
WCA
256
Waypoint Capital Advisors
Minnesota
$1.88M – – –
AFP
257
Ausdal Financial Partners
Iowa
$1.86M +$1.49M +39,354 +270%
SCM
258
SCS Capital Management
Massachusetts
$1.85M +$2.03M +53,617 New
SWM
259
Spire Wealth Management
Virginia
$1.77M -$5.99M -157,952 -75%
RWMH
260
Riverpoint Wealth Management Holdings
Illinois
$1.74M -$19K -501 -1%
OIA
261
OneDigital Investment Advisors
Kansas
$1.74M -$156K -4,123 -8%
VWA
262
Visionary Wealth Advisors
Illinois
$1.73M +$45K +1,186 +2%
PAS
263
Park Avenue Securities
New York
$1.73M -$4.17M -109,904 -69%
PWM
264
Peterson Wealth Management
Nevada
$1.73M +$161K +4,235 +9%
SWA
265
Stratos Wealth Advisors
Ohio
$1.72M +$1.29M +33,908 +213%
TW
266
Towerpoint Wealth
California
$1.71M +$107K +2,816 +6%
DWM
267
Dakota Wealth Management
Florida
$1.71M +$517K +13,614 +38%
BIP
268
Blueprint Investment Partners
North Carolina
$1.69M +$266 +7 +0%
TWP
269
Tower Wealth Partners
Pennsylvania
$1.69M -$14.7K -388 -0.9%
WWM
270
WJ Wealth Management
Arizona
$1.69M +$124K +3,270 +7%
BA
271
Bristlecone Advisors
Washington
$1.58M +$25K +658 +1%
USCWA
272
U.S. Capital Wealth Advisors
Texas
$1.56M +$76 +2 +0%
OWA
273
Opal Wealth Advisors
New York
$1.56M +$116K +3,059 +7%
FTS
274
Fifth Third Securities
Ohio
$1.55M +$49.9K +1,314 +3%
AO
275
Advisor OS
Illinois
$1.54M +$1.42M +37,462 +527%