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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AIC
276
Ameritas Investment Company
Nebraska
$324K -$78.5K -2,417 -20%
FWI
277
Facet Wealth Inc
Maryland
$321K +$303K +9,320 New
Carson Wealth (CWM LLC)
278
Carson Wealth (CWM LLC)
Nebraska
$319K
PP
279
Professional Planning
California
$309K +$292K +8,989 New
Koshinski Asset Management
280
Koshinski Asset Management
Illinois
$307K +$10.7K +328 +4%
CIC
281
Carnegie Investment Counsel
Ohio
$306K
BBNA
282
Bremer Bank National Association
Minnesota
$305K
KAS
283
Kestra Advisory Services
Texas
$301K +$286K +8,811 New
C
284
Certuity
Florida
$290K
BRWA
285
B. Riley Wealth Advisors
Florida
$288K -$72.2K -2,222 -21%
FMN
286
Financial Management Network
California
$288K +$264K +8,113 New
SW
287
SVB Wealth
Massachusetts
$286K +$270K +8,317 New
Mercer Global Advisors
288
Mercer Global Advisors
Colorado
$281K -$70.9K -2,182 -21%
CFG
289
Citizens Financial Group
Rhode Island
$275K -$139K -4,270 -35%
CPA
290
Clear Perspective Advisors
Illinois
$270K +$37.2K +1,144 +17%
SHJ
291
Sharkey, Howes & Javer
Colorado
$267K
EWA
292
Exencial Wealth Advisors
Oklahoma
$265K +$250K +7,705 New
GEA
293
Glen Eagle Advisors
New Jersey
$259K -$455 -14 -0.2%
CGFA
294
Colton Groome Financial Advisors
North Carolina
$258K +$8.74K +269 +4%
SAM
295
SignalPoint Asset Management
Missouri
$252K +$9.94K +306 +4%
MCM
296
MAI Capital Management
Ohio
$245K +$231K +7,124 New
CCM
297
Condor Capital Management
New Jersey
$243K -$953K -29,315 -81%
CWM
298
Cahaba Wealth Management
Georgia
$243K -$25.4K -782 -10%
SL
299
Salomon & Ludwin
Virginia
$241K -$14K -430 -6%
RIA
300
Regal Investment Advisors
Michigan
$237K +$224K +6,901 New