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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BA
301
Bristlecone Advisors
Washington
$1.94M -$50.5K -1,222 -3%
KFGK
302
Keystone Financial Group (Kentucky)
Kentucky
$1.9M +$1.82M +43,960 New
US Bancorp
303
US Bancorp
Minnesota
$1.89M -$752K -18,209 -29%
TWP
304
Tower Wealth Partners
Pennsylvania
$1.87M -$22.5K -545 -1%
BC
305
Burney Company
Virginia
$1.82M -$3.46M -83,792 -67%
TC
306
TAP Consulting
Missouri
$1.81M -$54.5K -1,320 -3%
MWC
307
MBM Wealth Consultants
Missouri
$1.79M +$457K +11,074 +37%
MWM
308
Modera Wealth Management
New Jersey
$1.78M +$182K +4,399 +12%
CAGAS
309
Capital Advisory Group Advisory Services
Minnesota
$1.77M +$748K +18,121 +79%
HHGC
310
Hunting Hill Global Capital
New York
$1.76M +$233K +5,648 +16%
VPP
311
Vertex Planning Partners
Illinois
$1.75M +$98.9K +2,394 +6%
CFGS
312
Concourse Financial Group Securities
Alabama
$1.75M -$31.3K -758 -2%
LFM
313
Lumina Fund Management
New York
$1.73M
TFCP
314
Twin Focus Capital Partners
Massachusetts
$1.7M +$962K +23,300 +145%
EA
315
Eclectic Associates
California
$1.7M -$18.7K -453 -1%
TSWM
316
Tyler-Stone Wealth Management
Ohio
$1.69M +$1.61M +39,099 New
TCM
317
Tradewinds Capital Management
Washington
$1.67M -$18.4K -446 -1%
SL
318
Salomon & Ludwin
Virginia
$1.66M -$165 -4 -0%
CFG
319
Citizens Financial Group
Rhode Island
$1.63M +$193K +4,674 +14%
AT
320
American Trust
Kentucky
$1.62M +$537 +13 +0%
OIA
321
OneDigital Investment Advisors
Kansas
$1.61M -$539K -13,045 -26%
CTFG
322
Capstone Triton Financial Group
Oklahoma
$1.61M -$4.38K -106 -0.3%
JSL
323
JT Stratford LLC
Georgia
$1.59M -$145K -3,511 -9%
PWM
324
Peterson Wealth Management
Nevada
$1.57M -$571K -13,832 -28%
FIM
325
Fernwood Investment Management
Massachusetts
$1.55M