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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EGA
351
E&G Advisors
Texas
$1.36M -$49.1K -1,188 -4%
WA
352
Wambolt & Associates
Colorado
$1.35M +$112K +2,715 +9%
KPWS
353
Kestra Private Wealth Services
Texas
$1.31M +$1.25M +30,287 New
STA
354
Summit Trail Advisors
New York
$1.29M +$1.24M +29,910 New
GL
355
Graypoint LLC
New York
$1.28M +$578 +14 +0%
BTWM
356
Baker Tilly Wealth Management
Wisconsin
$1.27M +$94.3K +2,284 +8%
PWA
357
Phoenix Wealth Advisors
North Carolina
$1.27M +$184K +4,453 +18%
IMC Chicago
358
IMC Chicago
Illinois
$1.26M +$134K +3,243 +13%
FIA
359
Foundations Investment Advisors
Arizona
$1.25M -$1.7M -41,080 -59%
LA
360
Lifeworks Advisors
Michigan
$1.25M
PA
361
PSI Advisors
Florida
$1.23M +$65.7K +1,590 +6%
LSA
362
Lansing Street Advisors
Pennsylvania
$1.22M +$5.62K +136 +0.5%
SMA
363
Seven Mile Advisory
New Jersey
$1.21M +$1.15M +27,960 New
RW
364
REDW Wealth
New Mexico
$1.19M +$255K +6,184 +29%
SPWM
365
Schrum Private Wealth Management
Florida
$1.17M +$3.02K +73 +0.3%
HI
366
Harbour Investments
Wisconsin
$1.17M -$1.69K -41 -0.2%
CRI
367
Colonial River Investments
Virginia
$1.15M -$347K -8,399 -24%
IFG
368
Independent Financial Group
California
$1.12M +$171K +4,140 +19%
AWM
369
Aprio Wealth Management
Georgia
$1.11M +$1.06M +25,751 New
ISWM
370
Independent Solutions Wealth Management
New York
$1.09M -$11.9K -289 -1%
RFN
371
Redwood Financial Network
Ohio
$1.08M +$137K +3,310 +15%
RCAG
372
Rehmann Capital Advisory Group
Michigan
$1.07M -$90.7K -2,197 -8%
BMD
373
Better Money Decisions
New Mexico
$1.05M +$53.9K +1,305 +6%
AF
374
Advisornet Financial
Minnesota
$1.01M -$58.8K -1,424 -6%
VWA
375
Visionary Wealth Advisors
Illinois
$1.01M -$42.4K -1,026 -4%