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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LJAC
351
L.J. Altfest & Co
New York
$713K -$19.3K -487 -2%
BA
352
Bridge Advisory
California
$712K +$468K +11,828 +158%
WA
353
Wealthstream Advisors
New York
$698K +$11.9K +300 +2%
ISWM
354
Independent Solutions Wealth Management
New York
$695K -$5.58K -141 -0.7%
WPW
355
Waldron Private Wealth
Pennsylvania
$686K
ACM
356
Advisors Capital Management
New Jersey
$683K -$58.7K -1,482 -7%
SF
357
Safeguard Financial
Wisconsin
$679K -$24.1K -608 -3%
MCC
358
Money Concepts Capital
Florida
$670K -$909K -22,963 -56%
RFC
359
Regions Financial Corp
Alabama
$654K -$8.59K -217 -1%
GT
360
Greenleaf Trust
Michigan
$647K
CL
361
COWA LLC
Oklahoma
$641K -$17.8K -450 -3%
IMC Chicago
362
IMC Chicago
Illinois
$632K +$20.7K +523 +3%
TFA
363
Tobias Financial Advisors
Florida
$630K -$206K -5,200 -23%
MFT
364
Moisand Fitzgerald Tamayo
Florida
$628K +$106K +2,665 +19%
RFN
365
Redwood Financial Network
Ohio
$621K +$70.4K +1,778 +12%
WSWA
366
Warren Street Wealth Advisors
California
$613K -$16.7K -421 -2%
DA
367
Detalus Advisors
Missouri
$610K +$12.9K +325 +2%
MIAS
368
Mason Investment Advisory Services
Virginia
$602K
PMG
369
ProVise Management Group
Florida
$600K -$138K -3,478 -18%
MAWCM
370
Mine & Arao Wealth Creation & Management
California
$591K +$1.98K +50 +0.3%
TF
371
TRH Financial
Iowa
$590K -$350K -8,840 -36%
SWA
372
Stratos Wealth Advisors
Ohio
$587K +$220K +5,547 +53%
PWM
373
Perigon Wealth Management
California
$578K -$91.7K -2,315 -13%
AA
374
Argent Advisors
Louisiana
$576K
AC
375
AWM Capital
Arizona
$576K +$3.52K +89 +0.6%