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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
V
326
Veritable
Delaware
$1.01M -$219K -5,300 -18%
CPIG
327
Chicago Partners Investment Group
Illinois
$989K +$150K +3,635 +17%
BWM
328
BCS Wealth Management
Tennessee
$987K +$975K +23,641 New
TWP
329
Tower Wealth Partners
Pennsylvania
$978K -$6.39K -155 -0.7%
CFGS
330
Concourse Financial Group Securities
Alabama
$962K +$86.6K +2,099 +10%
Manulife (Manufacturers Life Insurance)
331
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$959K
SL
332
Salomon & Ludwin
Virginia
$957K +$332K +8,045 +54%
CFA
333
Compass Financial Advisors
Indiana
$955K +$114K +2,767 +14%
CWMGP
334
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$951K +$23.9K +579 +3%
GL
335
Graypoint LLC
New York
$948K
TFA
336
Tobias Financial Advisors
Florida
$931K -$2.29M -55,625 -71%
CWG
337
Crown Wealth Group
North Carolina
$925K +$914K +22,162 New
LNC
338
Lincoln National Corp
Pennsylvania
$923K +$240K +5,814 +36%
OPS
339
Orion Portfolio Solutions
Nebraska
$917K +$414K +10,037 +84%
WP
340
WealthPLAN Partners
Nebraska
$903K
WIM
341
WealthPlan Investment Management
Nebraska
$903K +$938K +22,750 New
SPWM
342
Schrum Private Wealth Management
Florida
$847K +$2.43K +59 +0.3%
EI
343
Ellevest Inc
New York
$845K +$401K +9,719 +92%
Carson Wealth (CWM LLC)
344
Carson Wealth (CWM LLC)
Nebraska
$843K -$838K -20,312 -50%
ACM
345
Advisors Capital Management
New Jersey
$837K -$112K -2,721 -12%
LJAC
346
L.J. Altfest & Co
New York
$829K -$48.1K -1,165 -6%
PMG
347
ProVise Management Group
Florida
$825K -$19.3K -469 -2%
WA
348
Wambolt & Associates
Colorado
$825K +$133K +3,219 +20%
SF
349
Safeguard Financial
Wisconsin
$796K +$786K +19,060 New
ISWM
350
Independent Solutions Wealth Management
New York
$794K -$2.93K -71 -0.4%