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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BTWM
351
Baker Tilly Wealth Management
Wisconsin
$1.1M +$176K +4,336 +19%
HI
352
Harbour Investments
Wisconsin
$1.1M -$226K -5,583 -17%
SPWM
353
Schrum Private Wealth Management
Florida
$1.1M +$19.2K +473 +2%
PA
354
PSI Advisors
Florida
$1.09M +$190K +4,695 +21%
RCAG
355
Rehmann Capital Advisory Group
Michigan
$1.08M -$12.9K -318 -1%
PA
356
PFG Advisors
Arizona
$1.07M -$75.3K -1,858 -7%
IMC Chicago
357
IMC Chicago
Illinois
$1.06M +$235K +5,799 +29%
ISWM
358
Independent Solutions Wealth Management
New York
$1.04M -$82.5K -2,035 -7%
CG
359
Colony Group
Massachusetts
$1.04M -$632K -15,602 -38%
LMKC
360
L.M. Kohn & Company
Ohio
$1.03M +$46.8K +1,156 +5%
IAN
361
Integrated Advisors Network
Texas
$1.02M -$70.9K -1,749 -7%
MAG
362
MRA Advisory Group
New Jersey
$1.02M +$73.7K +1,819 +8%
PWA
363
Phoenix Wealth Advisors
North Carolina
$1.01M +$121K +2,982 +14%
AF
364
Advisornet Financial
Minnesota
$1.01M +$99.2K +2,449 +11%
IHWM
365
Iron Horse Wealth Management
Iowa
$1M -$16K -394 -2%
HWM
366
Howard Wealth Management
Connecticut
$995K +$21.2K +523 +2%
VWA
367
Visionary Wealth Advisors
Illinois
$993K -$95.6K -2,360 -9%
ACM
368
Advance Capital Management
Michigan
$992K -$225K -5,563 -19%
SFA
369
Sequoia Financial Advisors
Ohio
$968K -$152K -3,761 -14%
EWMCB
370
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$950K +$149K +3,678 +19%
CRC
371
Curi RMB Capital
Illinois
$935K +$134K +3,310 +17%
CAGAS
372
Capital Advisory Group Advisory Services
Minnesota
$935K +$265K +6,545 +40%
BMD
373
Better Money Decisions
New Mexico
$932K +$384K +9,470 +71%
CSPAM
374
Cary Street Partners Asset Management
Virginia
$926K -$549K -13,551 -37%
TFA
375
Tobias Financial Advisors
Florida
$897K -$116K -2,858 -11%