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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HVIA
351
Hudson Valley Investment Advisors
New York
$345K +$65.1K +1,631 +23%
Qube Research & Technologies (QRT)
352
Qube Research & Technologies (QRT)
United Kingdom
$344K +$161K +4,026 +84%
GEA
353
Glen Eagle Advisors
New Jersey
$336K -$6.27K -157 -2%
SIA
354
Soltis Investment Advisors
Utah
$332K +$13.3K +333 +4%
GI
355
Gradient Investments
Minnesota
$328K -$82.1M -2,056,411 -100%
KFS
356
Kaizen Financial Strategies
California
$328K +$336K +8,405 New
WSTAM
357
Wilbanks Smith & Thomas Asset Management
Virginia
$322K +$329K +8,247 New
IP
358
Investment Partners
Ohio
$314K +$16K +400 +5%
CCWA
359
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$313K +$18.5K +463 +6%
CGFA
360
Colton Groome Financial Advisors
North Carolina
$304K -$5.55K -139 -2%
JCM
361
Jacobi Capital Management
Pennsylvania
$304K +$169K +4,225 +119%
Bank of Montreal
362
Bank of Montreal
Ontario, Canada
$299K -$155K -3,885 -34%
GIA
363
Gladstone Institutional Advisory
Florida
$291K
TIM
364
Thompson Investment Management
Wisconsin
$291K +$46K +1,151 +18%
FHC
365
First Heartland Consultants
Missouri
$289K +$296K +7,420 New
SB
366
Strategic Blueprint
Georgia
$286K +$39.9K +998 +16%
ARC
367
Advisor Resource Council
Texas
$282K -$12.7M -318,525 -98%
Northern Trust
368
Northern Trust
Illinois
$282K +$289K +7,232 New
SHJ
369
Sharkey, Howes & Javer
Colorado
$276K
CWM
370
Cahaba Wealth Management
Georgia
$276K +$1.32K +33 +0.5%
ST
371
Somerset Trust
Pennsylvania
$275K
CAGAS
372
Capital Advisory Group Advisory Services
Minnesota
$272K +$15K +375 +6%
AFP
373
Ausdal Financial Partners
Iowa
$271K +$278K +6,958 New
Lido Advisors
374
Lido Advisors
California
$265K
TCMP
375
Thrive Capital Management (Pennsylvania)
Pennsylvania
$263K +$319 +8 +0.1%