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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWA
351
Clarus Wealth Advisors
Arizona
$4.91M -$230K -3,839 -5%
SOS
352
Silver Oak Securities
Tennessee
$4.9M -$494K -8,258 -9%
CAL
353
Capital Analysts LLC
Pennsylvania
$4.88M +$172K +2,874 +4%
CL
354
CVFG LLC
Indiana
$4.84M +$356K +5,953 +8%
SWA
355
SOA Wealth Advisors
New York
$4.81M -$4.21M -70,298 -47%
AWM
356
Atticus Wealth Management
Florida
$4.73M -$10.8M -180,128 -70%
PWM
357
Penobscot Wealth Management
Maine
$4.64M -$44.6K -746 -1%
CWM
358
Curtis Wealth Management
Nevada
$4.5M -$949K -15,861 -18%
JWM
359
Jacksonville Wealth Management
Florida
$4.49M +$717K +11,975 +19%
EA
360
Eclectic Associates
California
$4.46M -$163K -2,730 -4%
MWA
361
Motive Wealth Advisors
Michigan
$4.44M -$50.3K -841 -1%
Citigroup
362
Citigroup
New York
$4.42M -$69.5K -1,161 -2%
GSWM
363
Golden State Wealth Management
California
$4.41M -$708K -11,836 -14%
AAS
364
Ameritas Advisory Services
Nebraska
$4.41M +$1.22M +20,308 +39%
CSPIA
365
Cary Street Partners Investment Advisory
Virginia
$4.38M -$81.1K -1,355 -2%
IA
366
Integrity Alliance
Iowa
$4.31M +$180 +3 +0%
PIFP
367
Partners in Financial Planning
Virginia
$4.29M +$28.2K +472 +0.7%
JFG
368
JDM Financial Group
Texas
$4.28M +$330K +5,509 +8%
GAM
369
Gotham Asset Management
New York
$4.26M +$1.99M +33,314 +91%
ASN
370
Advisory Services Network
Georgia
$4.24M -$293K -4,900 -7%
FFN
371
Focus Financial Network
Minnesota
$4.19M -$903K -15,084 -18%
TP
372
TritonPoint Partners
Maryland
$4.19M -$217K -3,619 -5%
PCIA
373
Prime Capital Investment Advisors
Kansas
$4.19M -$49.9K -834 -1%
PFG
374
PAX Financial Group
Texas
$4.18M -$112K -1,878 -3%
YWM
375
Yukon Wealth Management
Kansas
$4.17M +$1.13M +18,944 +38%