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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Natixis Advisors
351
Natixis Advisors
Massachusetts
$3.66M -$2.7M -50,072 -43%
NCMW
352
Northern Capital Management (Washington)
Washington
$3.61M +$2.18M +40,393 +163%
PCIA
353
Prime Capital Investment Advisors
Kansas
$3.59M -$121K -2,252 -3%
JFG
354
JDM Financial Group
Texas
$3.58M -$51.1K -949 -1%
PWM
355
Perigon Wealth Management
California
$3.57M -$38.2K -709 -1%
FIM
356
Freedom Investment Management
Connecticut
$3.57M -$2.77M -51,501 -44%
BC
357
Burney Company
Virginia
$3.56M -$114K -2,114 -3%
KFP
358
Keener Financial Planning
Texas
$3.51M -$473K -8,777 -12%
CWM
359
Cornerstone Wealth Management
Missouri
$3.51M -$28.5K -530 -0.8%
Comerica Bank
360
Comerica Bank
Texas
$3.45M -$443K -8,231 -12%
SW
361
SVB Wealth
Massachusetts
$3.41M -$222K -4,115 -6%
FCH
362
Freestone Capital Holdings
Washington
$3.4M +$3.31M +61,528 New
AIS
363
American Investment Services
Massachusetts
$3.36M -$2.32K -43 -0.1%
PFS
364
Prospera Financial Services
Texas
$3.32M -$76.3K -1,416 -2%
BMWS
365
Brady Martz Wealth Solutions
North Dakota
$3.27M
MWC
366
MBM Wealth Consultants
Missouri
$3.23M +$45.7K +849 +1%
BPA
367
Beacon Pointe Advisors
California
$3.22M +$2.84M +52,831 +991%
KFGK
368
Keystone Financial Group (Kentucky)
Kentucky
$3.21M +$178K +3,314 +6%
TFA
369
Tranquilli Financial Advisor
New Jersey
$3.19M -$1.05M -19,541 -25%
SFG
370
Shum Financial Group
California
$3.12M +$3.04M +56,376 New
AI
371
Atria Investments
North Carolina
$3.08M -$661K -12,270 -18%
PA
372
Prism Advisors
California
$3.06M -$56.9K -1,057 -2%
SA
373
Sovran Advisors
California
$3.06M +$2.95M +54,747 New
MCC
374
Money Concepts Capital
Florida
$3.05M +$263K +4,877 +10%
VPP
375
Vertex Planning Partners
Illinois
$3.04M +$34.6K +642 +1%