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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WIM
326
WealthPlan Investment Management
Nebraska
$951K +$912K +24,032 New
SL
327
Salomon & Ludwin
Virginia
$927K +$75K +1,976 +8%
TC
328
TAP Consulting
Missouri
$919K +$1.01M +26,650 New
TFA
329
Tobias Financial Advisors
Florida
$903K +$344K +9,080 +53%
WA
330
Wambolt & Associates
Colorado
$885K +$125K +3,294 +15%
IAN
331
Integrated Advisors Network
Texas
$867K -$76.9K -2,027 -7%
LNC
332
Lincoln National Corp
Pennsylvania
$862K -$242K -6,371 -20%
PA
333
PFG Advisors
Arizona
$855K +$13.3K +351 +1%
CWMGP
334
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$848K +$32.8K +865 +4%
PWA
335
Peterson Wealth Advisors
Utah
$838K -$910K -23,996 -50%
SPWM
336
Schrum Private Wealth Management
Florida
$814K -$25.3K -666 -3%
EI
337
Ellevest Inc
New York
$791K +$94.7K +2,495 +12%
GL
338
Graypoint LLC
New York
$783K
Qube Research & Technologies (QRT)
339
Qube Research & Technologies (QRT)
United Kingdom
$782K +$807K +21,262 +1,502%
HHGC
340
Hunting Hill Global Capital
New York
$778K +$856K +22,556 New
MAG
341
MRA Advisory Group
New Jersey
$775K +$98.6K +2,600 +13%
PC
342
Permanens Capital
New York
$762K +$11.2K +295 +1%
AF
343
Advisornet Financial
Minnesota
$761K -$110K -2,908 -12%
WCG
344
Wall Capital Group
Arizona
$751K +$813K +21,433 New
RW
345
REDW Wealth
New Mexico
$742K +$816K +21,508 New
LF
346
Lantz Financial
Illinois
$735K -$281K -7,398 -26%
IGWM
347
ICA Group Wealth Management
Colorado
$732K +$347K +9,141 +76%
ACM
348
Advisors Capital Management
New Jersey
$731K +$76 +2 +0%
CA
349
Centerpoint Advisors
Massachusetts
$727K
6F
350
626 Financial
Michigan
$696K +$765K +20,166 New