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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IA
326
Inspire Advisors
Idaho
$4.61M -$90.2K -1,675 -2%
WC
327
Waterloo Capital
Texas
$4.53M +$589K +10,944 +15%
SHJ
328
Sharkey, Howes & Javer
Colorado
$4.42M -$255K -4,743 -6%
BCI
329
Brinker Capital Investments
Pennsylvania
$4.36M -$814K -15,115 -16%
PIFP
330
Partners in Financial Planning
Virginia
$4.32M +$16.3K +302 +0.4%
IJWM
331
Inman Jager Wealth Management
Mississippi
$4.3M +$256K +4,757 +7%
CW
332
CreativeOne Wealth
Kansas
$4.22M +$2.76M +51,247 +205%
FMTCOCP
333
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$4.21M +$899K +16,690 +28%
UAG
334
United Advisor Group
Ohio
$4.16M -$216K -4,005 -5%
PWM
335
Penobscot Wealth Management
Maine
$4.11M -$2.84M -52,799 -42%
CWM
336
Copia Wealth Management
Oregon
$4.1M +$19.5K +363 +0.5%
PTC
337
Private Trust Company
Ohio
$4.07M -$852K -15,826 -18%
AMM
338
American Money Management
California
$4.04M -$68.9K -1,279 -2%
CAPTRUST Financial Advisors
339
CAPTRUST Financial Advisors
North Carolina
$4.03M +$47.7K +885 +1%
CAL
340
Capital Analysts LLC
Pennsylvania
$3.98M +$706K +13,108 +22%
AAS
341
Ameritas Advisory Services
Nebraska
$3.96M -$43.6K -809 -1%
MAMG
342
Milestone Asset Management Group
Connecticut
$3.95M +$133K +2,476 +4%
TDWM
343
Topel & Distasi Wealth Management
California
$3.94M
RTL
344
Red Tortoise LLC
Georgia
$3.89M +$11.4K +212 +0.3%
IA
345
Integrity Alliance
Iowa
$3.85M -$511K -9,492 -12%
MCM
346
MidAtlantic Capital Management
Virginia
$3.79M -$628K -11,671 -15%
CSPIA
347
Cary Street Partners Investment Advisory
Virginia
$3.76M +$63.6K +1,181 +2%
VWA
348
Visionary Wealth Advisors
Illinois
$3.73M -$18.8M -349,326 -84%
US Bancorp
349
US Bancorp
Minnesota
$3.72M +$256K +4,749 +8%
GEA
350
Glen Eagle Advisors
New Jersey
$3.67M +$165K +3,073 +5%