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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AAS
351
Avantax Advisory Services
Texas
$226K +$216K +5,974 New
LAS
352
Lloyd Advisory Services
Georgia
$225K +$33.3K +921 +18%
VBFP
353
Valtinson Bruner Financial Planning
Minnesota
$225K +$209K +5,780 New
MMA
354
Miracle Mile Advisors
California
$223K
GI
355
Glovista Investments
New Jersey
$221K +$211K +5,840 New
MCWS
356
McKinley Carter Wealth Services
West Virginia
$220K -$22.1K -611 -10%
CG
357
Colony Group
Massachusetts
$220K +$210K +5,799 New
VCM
358
Virtue Capital Management
Tennessee
$220K +$210K +5,802 New
SG
359
StoneX Group
New York
$219K +$209K +5,791 New
AP
360
Advisor Partners
California
$216K -$5.89K -163 -3%
IFG
361
Independent Financial Group
California
$215K +$205K +5,673 New
FI
362
Financial Insights
Washington
$215K +$206K +5,684 New
GCP
363
Gill Capital Partners
Colorado
$213K +$203K +5,622 New
CAM
364
Concorde Asset Management
Michigan
$207K +$197K +5,458 New
PG
365
Prostatis Group
Maryland
$204K +$195K +5,383 New
CFD
366
Creative Financial Designs
Indiana
$199K
BA
367
Ballast Advisors
Minnesota
$181K +$9.4K +260 +6%
CAGAS
368
Capital Advisory Group Advisory Services
Minnesota
$181K +$155K +4,275 +871%
OSNBOA
369
Old Second National Bank of Aurora
Illinois
$177K +$10.6K +294 +7%
VNA
370
Valley National Advisers
Pennsylvania
$165K
Citigroup
371
Citigroup
New York
$153K -$17.6K -487 -11%
PSIWM
372
Paradigm Strategies in Wealth Management
Minnesota
$152K +$145K +4,000 New
AWM
373
Accel Wealth Management
Iowa
$147K +$217 +6 +0.2%
ADIM
374
Alpha DNA Investment Management
Maryland
$140K
LWANC
375
Laurel Wealth Advisors (North Carolina)
North Carolina
$138K +$31.6K +875 +32%