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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DAS
276
Dynamic Advisor Solutions
Arizona
$586K +$559K +15,461 New
OPS
277
Orion Portfolio Solutions
Nebraska
$579K +$72K +1,990 +15%
V
278
Veritable
Delaware
$554K +$155K +4,285 +41%
BTWM
279
Baker Tilly Wealth Management
Wisconsin
$551K +$91.2K +2,523 +21%
MP
280
McDonald Partners
Ohio
$548K -$10.5K -289 -2%
BMD
281
Better Money Decisions
New Mexico
$539K +$514K +14,216 New
Fifth Third Bancorp
282
Fifth Third Bancorp
Ohio
$537K – – –
CS
283
Capital Square
Tennessee
$536K -$11.1K -306 -2%
FPW
284
Flagship Private Wealth
Massachusetts
$535K +$267K +7,386 +113%
PFM
285
Phillips Financial Management
Indiana
$519K -$46.4K -1,284 -9%
CL
286
COWA LLC
Oklahoma
$514K +$132K +3,640 +38%
CCWA
287
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$505K +$482K +13,333 New
B
288
Bridgeworth
Alabama
$489K +$47.4K +1,311 +11%
Simplex Trading
289
Simplex Trading
Illinois
$488K +$466K +12,876 New
M&T Bank
290
M&T Bank
New York
$479K -$1.19M -32,792 -72%
OIA
291
Optimum Investment Advisors
Illinois
$474K – – –
BC
292
Brio Consultants
California
$471K -$30.9K -855 -6%
IWC
293
Integrated Wealth Concepts
Massachusetts
$457K +$68.5K +1,894 +19%
FFG
294
Frisch Financial Group
New York
$450K -$60.9K -1,684 -12%
GLA
295
Good Life Advisors
Pennsylvania
$447K +$428K +11,830 New
Principal Financial Group
296
Principal Financial Group
Iowa
$444K +$29K +803 +7%
SFSIG
297
San Francisco Sentry Investment Group
California
$440K +$1.99K +55 +0.5%
FWI
298
Facet Wealth Inc
Maryland
$437K +$80.1K +2,216 +24%
JWCA
299
J.W. Cole Advisors
Florida
$405K +$34.1K +943 +10%
AO
300
Advisor OS
Illinois
$397K -$19.8M -548,113 -98%