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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BRWA
276
B. Riley Wealth Advisors
Florida
$214K +$209K +7,325 New
JPG
277
Jordan Park Group
California
$209K -$558K -19,581 -73%
APWA
278
Atlas Private Wealth Advisors
New Jersey
$207K +$204K +7,154 New
MWM
279
Meridian Wealth Management
Kentucky
$200K +$197K +6,902 New
CFD
280
Creative Financial Designs
Indiana
$186K -$342 -12 -0.2%
LAS
281
Lloyd Advisory Services
Georgia
$157K +$11.1K +390 +8%
William Blair & Company
282
William Blair & Company
Illinois
$156K -$15.4K -542 -9%
S
283
SignatureFD
Georgia
$133K -$77K -2,700 -37%
BA
284
Ballast Advisors
Minnesota
$129K -$1.31K -46 -1%
VNA
285
Valley National Advisers
Pennsylvania
$126K
RCA
286
Ranch Capital Advisors
Florida
$124K -$317K -11,123 -74%
VRM
287
Vectors Research Management
New York
$112K
PP
288
PrairieView Partners
Minnesota
$107K -$179K -6,278 -63%
OSNBOA
289
Old Second National Bank of Aurora
Illinois
$105K -$9.69K -340 -9%
PB
290
Pinnacle Bancorp
Nebraska
$86K
US Bancorp
291
US Bancorp
Minnesota
$75K -$8.52K -299 -10%
WP
292
WealthShield Partners
North Carolina
$74K -$89.6K -3,142 -55%
SNT
293
Security National Trust
West Virginia
$66K
Fifth Third Bancorp
294
Fifth Third Bancorp
Ohio
$60K +$59.1K +2,074 +15,954%
LWANC
295
Laurel Wealth Advisors (North Carolina)
North Carolina
$52K
WEC
296
Winslow Evans & Crocker
Massachusetts
$50K +$13.7K +479 +39%
CFG
297
Citizens Financial Group
Rhode Island
$47K -$47.2K -1,656 -50%
CIAS
298
Capital Investment Advisory Services
North Carolina
$45K
PWMG
299
Prestige Wealth Management Group
New Jersey
$43K -$288K -10,098 -87%
TIM
300
Tortoise Investment Management
New York
$39K +$10.8K +380 +39%