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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DCM
351
Donaldson Capital Management
Indiana
$227K +$217K +6,000 New
AAS
352
Avantax Advisory Services
Texas
$226K +$216K +5,974 New
LAS
353
Lloyd Advisory Services
Georgia
$225K +$33.3K +921 +18%
VBFP
354
Valtinson Bruner Financial Planning
Minnesota
$225K +$209K +5,780 New
MMA
355
Miracle Mile Advisors
California
$223K – – –
GI
356
Glovista Investments
New Jersey
$221K +$211K +5,840 New
MCWS
357
McKinley Carter Wealth Services
West Virginia
$220K -$22.1K -611 -10%
CG
358
Colony Group
Massachusetts
$220K +$210K +5,799 New
VCM
359
Virtue Capital Management
Tennessee
$220K +$210K +5,802 New
SG
360
StoneX Group
New York
$219K +$209K +5,791 New
AP
361
Advisor Partners
California
$216K -$5.89K -163 -3%
IFG
362
Independent Financial Group
California
$215K +$205K +5,673 New
FI
363
Financial Insights
Washington
$215K +$206K +5,684 New
GCP
364
Gill Capital Partners
Colorado
$213K +$203K +5,622 New
CAM
365
Concorde Asset Management
Michigan
$207K +$197K +5,458 New
PG
366
Prostatis Group
Maryland
$204K +$195K +5,383 New
CFD
367
Creative Financial Designs
Indiana
$199K – – –
BA
368
Ballast Advisors
Minnesota
$181K +$9.4K +260 +6%
CAGAS
369
Capital Advisory Group Advisory Services
Minnesota
$181K +$155K +4,275 +871%
OSNBOA
370
Old Second National Bank of Aurora
Illinois
$177K +$10.6K +294 +7%
VNA
371
Valley National Advisers
Pennsylvania
$165K – – –
Citigroup
372
Citigroup
New York
$153K -$17.6K -487 -11%
PSIWM
373
Paradigm Strategies in Wealth Management
Minnesota
$152K +$145K +4,000 New
AWM
374
Accel Wealth Management
Iowa
$147K +$217 +6 +0.2%
ADIM
375
Alpha DNA Investment Management
Maryland
$140K – – –