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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SL
351
Salomon & Ludwin
Virginia
$2.71M +$227K +4,639 +9%
GIA
352
Gladstone Institutional Advisory
Florida
$2.71M +$1.11M +22,789 +70%
EWM
353
Empirical Wealth Management
Washington
$2.7M -$70.6K -1,445 -3%
AA
354
Axiom Advisory
California
$2.67M +$2.67M +54,570 New
Lido Advisors
355
Lido Advisors
California
$2.64M +$16.3K +334 +0.6%
SPIA
356
Steward Partners Investment Advisory
New York
$2.61M -$78K -1,595 -3%
WA
357
Wambolt & Associates
Colorado
$2.61M +$136K +2,779 +5%
VWA
358
Visionary Wealth Advisors
Illinois
$2.61M +$140K +2,866 +6%
WCA
359
Waypoint Capital Advisors
Minnesota
$2.6M
CWM
360
Cordatus Wealth Management
Pennsylvania
$2.6M -$4.79K -98 -0.2%
VPP
361
Vertex Planning Partners
Illinois
$2.59M +$43.2K +884 +2%
MWC
362
MBM Wealth Consultants
Missouri
$2.55M +$233K +4,772 +10%
PA
363
PSI Advisors
Florida
$2.49M +$396K +8,111 +19%
CIM
364
Corda Investment Management
Texas
$2.49M +$36.2K +740 +1%
RA
365
RFG Advisory
Alabama
$2.46M +$89.4K +1,830 +4%
SFA
366
Sequoia Financial Advisors
Ohio
$2.46M -$66.6K -1,362 -3%
1SB
367
1ST Source Bank
Indiana
$2.46M -$28.3K -580 -1%
GB
368
Gunma Bank
Japan
$2.44M +$978K +20,000 +67%
WFP
369
Wrenne Financial Planning
Kentucky
$2.43M +$29.6K +606 +1%
BBA
370
Braun-Bostich & Associates
Pennsylvania
$2.41M +$842K +17,219 +53%
FDCDDQ
371
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.4M +$2.38M +48,602 +6,577%
CWM
372
Cornerstone Wealth Management
Missouri
$2.4M +$179K +3,664 +8%
WWM
373
WJ Wealth Management
Arizona
$2.34M -$145K -2,970 -6%
FFA
374
Florida Financial Advisors
Florida
$2.32M +$2.33M +47,639 New
AO
375
Advisor OS
Illinois
$2.31M +$647K +13,240 +39%