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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFA
326
Compass Financial Advisors
Indiana
$962K +$54.8K +1,445 +5%
MWC
327
MBM Wealth Consultants
Missouri
$951K +$37.7K +994 +4%
WIM
328
WealthPlan Investment Management
Nebraska
$951K +$912K +24,032 New
SL
329
Salomon & Ludwin
Virginia
$927K +$75K +1,976 +8%
TC
330
TAP Consulting
Missouri
$919K +$1.01M +26,650 New
TFA
331
Tobias Financial Advisors
Florida
$903K +$344K +9,080 +53%
WA
332
Wambolt & Associates
Colorado
$885K +$125K +3,294 +15%
IAN
333
Integrated Advisors Network
Texas
$867K -$76.9K -2,027 -7%
LNC
334
Lincoln National Corp
Pennsylvania
$862K -$242K -6,371 -20%
PA
335
PFG Advisors
Arizona
$855K +$13.3K +351 +1%
CWMGP
336
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$848K +$32.8K +865 +4%
PWA
337
Peterson Wealth Advisors
Utah
$838K -$910K -23,996 -50%
SPWM
338
Schrum Private Wealth Management
Florida
$814K -$25.3K -666 -3%
EI
339
Ellevest Inc
New York
$791K +$94.7K +2,495 +12%
GL
340
Graypoint LLC
New York
$783K – – –
Qube Research & Technologies (QRT)
341
Qube Research & Technologies (QRT)
United Kingdom
$782K +$807K +21,262 +1,502%
HHGC
342
Hunting Hill Global Capital
New York
$778K +$856K +22,556 New
MAG
343
MRA Advisory Group
New Jersey
$775K +$98.6K +2,600 +13%
PC
344
Permanens Capital
New York
$762K +$11.2K +295 +1%
AF
345
Advisornet Financial
Minnesota
$761K -$110K -2,908 -12%
WCG
346
Wall Capital Group
Arizona
$751K +$813K +21,433 New
RW
347
REDW Wealth
New Mexico
$742K +$816K +21,508 New
LF
348
Lantz Financial
Illinois
$735K -$281K -7,398 -26%
IGWM
349
ICA Group Wealth Management
Colorado
$732K +$347K +9,141 +76%
ACM
350
Advisors Capital Management
New Jersey
$731K +$76 +2 +0%