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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWC
351
MBM Wealth Consultants
Missouri
$1.17M +$108K +2,830 +11%
ACM
352
Advance Capital Management
Michigan
$1.16M +$423K +11,045 +58%
FWM
353
Foresight Wealth Management
Utah
$1.16M -$11.8M -307,505 -91%
AT
354
American Trust
Kentucky
$1.16M +$1.14M +29,879 New
SPC
355
Sigma Planning Corp
Michigan
$1.16M -$39.8K -1,038 -3%
GL
356
Graypoint LLC
New York
$1.15M +$266K +6,955 +31%
WCG
357
Wall Capital Group
Arizona
$1.13M +$244K +6,376 +30%
RCAG
358
Rehmann Capital Advisory Group
Michigan
$1.1M -$1.69K -44 -0.2%
PA
359
PFG Advisors
Arizona
$1.09M +$127K +3,306 +13%
GSIAS
360
Garden State Investment Advisory Services
New Jersey
$1.09M +$1.07M +27,908 New
CF
361
Centaurus Financial
California
$1.08M -$3.09M -80,676 -74%
PCIA
362
Prime Capital Investment Advisors
Kansas
$1.08M +$818K +21,347 +338%
ISWM
363
Independent Solutions Wealth Management
New York
$1.07M -$35.1K -916 -3%
SFA
364
Sequoia Financial Advisors
Ohio
$1.07M +$690K +18,007 +189%
CFA
365
Compass Financial Advisors
Indiana
$1.07M -$14.2K -372 -1%
CA
366
Continuum Advisory
Idaho
$1.06M +$1.04M +27,157 New
WA
367
Wambolt & Associates
Colorado
$1.05M +$52.6K +1,373 +5%
IAN
368
Integrated Advisors Network
Texas
$1.04M +$65.7K +1,714 +7%
VWA
369
Visionary Wealth Advisors
Illinois
$1.04M -$899K -23,477 -47%
SPWM
370
Schrum Private Wealth Management
Florida
$1.03M +$109K +2,856 +12%
PWA
371
Peterson Wealth Advisors
Utah
$974K +$28.6K +746 +3%
IHWM
372
Iron Horse Wealth Management
Iowa
$974K +$276K +7,218 +41%
TSS
373
Two Sigma Securities
New York
$971K +$505K +13,176 +112%
EI
374
Ellevest Inc
New York
$970K +$76.8K +2,004 +9%
TFA
375
Tobias Financial Advisors
Florida
$967K -$50.4K -1,315 -5%