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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Simplex Trading
326
Simplex Trading
Illinois
$739K +$719K +17,605 New
WMR
327
Wealth Management Resources
Rhode Island
$736K +$716K +17,530 New
SW
328
SVB Wealth
Massachusetts
$735K -$164M -4,016,263 -100%
ATPW
329
Ashton Thomas Private Wealth
Arizona
$705K +$85.4K +2,093 +14%
WA
330
Wambolt & Associates
Colorado
$691K +$111K +2,712 +20%
MIAS
331
Mason Investment Advisory Services
Virginia
$687K – – –
MAWCM
332
Mine & Arao Wealth Creation & Management
California
$687K +$30.6K +750 +5%
LNC
333
Lincoln National Corp
Pennsylvania
$684K +$7.63K +187 +1%
DA
334
Detalus Advisors
Missouri
$682K – – –
YIH
335
Y-Intercept (HK)
Hong Kong
$669K +$650K +15,929 New
AAS
336
Ameritas Advisory Services
Nebraska
$666K +$647K +15,854 New
AA
337
Argent Advisors
Louisiana
$657K – – –
GLA
338
Good Life Advisors
Pennsylvania
$655K +$180K +4,416 +39%
DHGWA
339
Dixon Hughes Goodman Wealth Advisors
North Carolina
$640K +$622K +15,239 New
SL
340
Salomon & Ludwin
Virginia
$625K +$68.9K +1,687 +13%
CA
341
Cetera Advisors
Colorado
$618K +$70.9K +1,738 +13%
KOC
342
Koss-Olinger Consulting
Florida
$613K +$5.96K +146 +1%
PC
343
Permanens Capital
New York
$607K +$56.6K +1,386 +11%
AWA
344
Arkadios Wealth Advisors
Georgia
$604K +$549K +13,460 +1,471%
CA
345
Clearstead Advisors
Ohio
$601K +$210K +5,143 +56%
RFA
346
Reilly Financial Advisors
California
$593K -$57.2K -1,401 -9%
SMA
347
Sage Mountain Advisors
Georgia
$589K -$10.8K -265 -2%
CS
348
Capital Square
Tennessee
$575K +$2.78K +68 +0.5%
APWA
349
Atlas Private Wealth Advisors
New Jersey
$573K +$106K +2,592 +23%
MCC
350
Money Concepts Capital
Florida
$565K +$549K +13,461 New