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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HI
351
Harbour Investments
Wisconsin
$1.1M -$226K -5,583 -17%
SPWM
352
Schrum Private Wealth Management
Florida
$1.1M +$19.2K +473 +2%
PA
353
PSI Advisors
Florida
$1.09M +$190K +4,695 +21%
RCAG
354
Rehmann Capital Advisory Group
Michigan
$1.08M -$12.9K -318 -1%
PA
355
PFG Advisors
Arizona
$1.07M -$75.3K -1,858 -7%
IMC Chicago
356
IMC Chicago
Illinois
$1.06M +$235K +5,799 +29%
ISWM
357
Independent Solutions Wealth Management
New York
$1.04M -$82.5K -2,035 -7%
CG
358
Colony Group
Massachusetts
$1.04M -$632K -15,602 -38%
LMKC
359
L.M. Kohn & Company
Ohio
$1.03M +$46.8K +1,156 +5%
IAN
360
Integrated Advisors Network
Texas
$1.02M -$70.9K -1,749 -7%
MAG
361
MRA Advisory Group
New Jersey
$1.02M +$73.7K +1,819 +8%
PWA
362
Phoenix Wealth Advisors
North Carolina
$1.01M +$121K +2,982 +14%
AF
363
Advisornet Financial
Minnesota
$1.01M +$99.2K +2,449 +11%
IHWM
364
Iron Horse Wealth Management
Iowa
$1M -$16K -394 -2%
HWM
365
Howard Wealth Management
Connecticut
$995K +$21.2K +523 +2%
VWA
366
Visionary Wealth Advisors
Illinois
$993K -$95.6K -2,360 -9%
ACM
367
Advance Capital Management
Michigan
$992K -$225K -5,563 -19%
SFA
368
Sequoia Financial Advisors
Ohio
$968K -$152K -3,761 -14%
EWMCB
369
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$950K +$149K +3,678 +19%
CRC
370
Curi RMB Capital
Illinois
$935K +$134K +3,310 +17%
CAGAS
371
Capital Advisory Group Advisory Services
Minnesota
$935K +$265K +6,545 +40%
BMD
372
Better Money Decisions
New Mexico
$932K +$384K +9,470 +71%
CSPAM
373
Cary Street Partners Asset Management
Virginia
$926K -$549K -13,551 -37%
TFA
374
Tobias Financial Advisors
Florida
$897K -$116K -2,858 -11%
IFG
375
Independent Financial Group
California
$884K +$23.9K +590 +3%