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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IWN
326
Independent Wealth Network
Iowa
$5.13M -$3.56M -61,298 -40%
CWM
327
Curtis Wealth Management
Nevada
$5.09M -$649K -11,180 -11%
SOS
328
Silver Oak Securities
Tennessee
$5.03M -$159K -2,743 -3%
Envestnet Portfolio Solutions
329
Envestnet Portfolio Solutions
Illinois
$4.99M -$22M -378,912 -81%
BF
330
Benchmark Financial
Delaware
$4.96M +$760K +13,108 +18%
BAM
331
Belpointe Asset Management
Nevada
$4.96M -$626K -10,798 -11%
FCA
332
Fortis Capital Advisors
Kansas
$4.96M -$626K -10,798 -11%
CW
333
CreativeOne Wealth
Kansas
$4.92M +$201K +3,467 +4%
IA
334
Inspire Advisors
Idaho
$4.8M -$425K -7,324 -8%
GSWM
335
Golden State Wealth Management
California
$4.78M -$295K -5,090 -6%
DWM
336
DecisionMap Wealth Management
Virginia
$4.77M -$13.1K -226 -0.3%
CWA
337
Clarus Wealth Advisors
Arizona
$4.76M -$140K -2,419 -3%
CFG
338
Cooper Financial Group
California
$4.76M -$135K -2,328 -3%
FFN
339
Focus Financial Network
Minnesota
$4.75M +$4.88M +84,039 New
WC
340
Waterloo Capital
Texas
$4.71M -$8.06K -139 -0.2%
UCFA
341
United Capital Financial Advisors
Texas
$4.66M -$231K -3,985 -5%
AWA
342
Arete Wealth Advisors
Illinois
$4.66M -$3.01M -51,945 -39%
PTC
343
Private Trust Company
Ohio
$4.64M +$284K +4,888 +6%
MAMG
344
Milestone Asset Management Group
Connecticut
$4.54M +$16.1K +278 +0.3%
Citadel Advisors
345
Citadel Advisors
Florida
$4.53M +$3.54M +61,080 +323%
CRA
346
Clear Retirement Advice
California
$4.52M +$149K +2,576 +3%
CI
347
Ceera Investments
Texas
$4.49M -$344K -5,930 -7%
CAL
348
Capital Analysts LLC
Pennsylvania
$4.38M +$430K +7,421 +11%
QCM
349
Quantinno Capital Management
New York
$4.37M +$1.17M +20,163 +35%
PWM
350
Penobscot Wealth Management
Maine
$4.36M +$104K +1,799 +2%