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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TC
276
Trilogy Capital
California
$7.76M +$742K +12,794 +10%
SF
277
SeedSafe Financial
Texas
$7.7M +$434K +7,475 +6%
GFG
278
Goldstone Financial Group
Illinois
$7.47M -$4.26M -73,494 -36%
LWP
279
Laurel Wealth Planning
Minnesota
$7.43M -$1.85M -31,940 -20%
JWS
280
Juncture Wealth Strategies
Arizona
$7.4M -$736K -12,680 -9%
MA
281
Mutual Advisors
Nebraska
$7.38M +$373K +6,430 +5%
MWM
282
Modera Wealth Management
New Jersey
$7.28M +$381K +6,563 +5%
OSAM
283
O'Shaughnessy Asset Management
Connecticut
$7.28M +$1.48M +25,531 +25%
RCWM
284
Red Crane Wealth Management
California
$7.23M -$55.1K -950 -0.7%
CCAL
285
City Center Advisors LLC
Michigan
$6.92M +$52.1K +898 +0.7%
FPAS
286
Focus Partners Advisor Solutions
Missouri
$6.88M +$239K +4,126 +4%
SWM
287
Spire Wealth Management
Virginia
$6.81M +$34.2K +590 +0.5%
SHJ
288
Sharkey, Howes & Javer
Colorado
$6.72M -$198K -3,414 -3%
KOC
289
Koss-Olinger Consulting
Florida
$6.68M -$33.3M -573,378 -83%
RA
290
RFG Advisory
Alabama
$6.64M -$1.43M -24,697 -17%
ATWA
291
Arbor Trust Wealth Advisors
Michigan
$6.62M -$16.3K -281 -0.2%
BBA
292
Braun-Bostich & Associates
Pennsylvania
$6.58M -$1.1M -18,881 -14%
VCM
293
Vision Capital Management
Oregon
$6.34M +$186K +3,209 +3%
FIA
294
Foundations Investment Advisors
Arizona
$6.34M +$168K +2,902 +3%
TC
295
TAGStone Capital
North Carolina
$6.29M -$41.2K -711 -0.6%
OAM
296
Occidental Asset Management
California
$6.27M +$165K +2,847 +3%
WI
297
WrapManager Inc
California
$6.24M -$280K -4,832 -4%
AFA
298
AA Financial Advisors
Ohio
$6.15M -$936K -16,135 -13%
CAM
299
Cozad Asset Management
Illinois
$6.11M -$93.6K -1,613 -1%
CWM
300
Collaborative Wealth Management
Florida
$5.99M -$5.01M -86,293 -45%