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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FTS
276
Fifth Third Securities
Ohio
$769K +$159K +3,990 +25%
BRWA
277
B. Riley Wealth Advisors
Florida
$768K -$1.24K -31 -0.2%
PMG
278
ProVise Management Group
Florida
$761K -$866K -21,680 -53%
ISWM
279
Independent Solutions Wealth Management
New York
$746K -$14.8K -371 -2%
CB
280
Community Bank
New York
$733K -$18.2K -455 -2%
WPW
281
Waldron Private Wealth
Pennsylvania
$726K
PWM
282
Perigon Wealth Management
California
$695K +$120 +3 +0%
FNBOO
283
First National Bank of Omaha
Nebraska
$693K -$25.6K -640 -3%
GT
284
Greenleaf Trust
Michigan
$684K +$701K +17,550 New
B
285
Bridgeworth
Alabama
$662K +$172K +4,299 +34%
MIAS
286
Mason Investment Advisory Services
Virginia
$638K
DA
287
Detalus Advisors
Missouri
$634K +$39.9K +1,000 +7%
AMG
288
Asset Management Group
Connecticut
$633K +$295K +7,379 +83%
LNC
289
Lincoln National Corp
Pennsylvania
$628K +$16.1K +404 +3%
MP
290
McDonald Partners
Ohio
$624K +$72.2K +1,808 +13%
EWA
291
ERTS Wealth Advisors
Michigan
$615K -$51M -1,277,272 -99%
Bank of New York Mellon
292
Bank of New York Mellon
New York
$612K -$2.48K -62 -0.4%
AA
293
Argent Advisors
Louisiana
$610K +$3.19K +80 +0.5%
AF
294
Arrow Financial
New York
$609K -$387K -9,700 -38%
MAWCM
295
Mine & Arao Wealth Creation & Management
California
$609K +$1.2K +30 +0.2%
RFC
296
Regions Financial Corp
Alabama
$608K
RFA
297
Reilly Financial Advisors
California
$605K -$39.3K -985 -6%
GKWIM
298
Gerber Kawasaki Wealth & Investment Management
California
$590K +$42.2K +1,058 +8%
ATPW
299
Ashton Thomas Private Wealth
Arizona
$573K +$44.8K +1,122 +8%
WAM
300
Wallington Asset Management
Indiana
$573K +$188K +4,710 +47%