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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ACM
376
Advance Capital Management
Michigan
$448K +$436K +10,676 New
SEI Investments
377
SEI Investments
Pennsylvania
$446K -$4.29K -105 -1%
EI
378
Ellevest Inc
New York
$442K +$82 +2 +0%
LAS
379
Lloyd Advisory Services
Georgia
$439K +$19.9K +487 +5%
MSAM
380
Moloney Securities Asset Management
Missouri
$437K +$1.14K +28 +0.3%
APA
381
American Portfolios Advisors
New York
$437K +$34K +832 +9%
HSG
382
Helen Stephens Group
Texas
$436K +$424K +10,389 New
WSTAM
383
Wilbanks Smith & Thomas Asset Management
Virginia
$424K +$75K +1,838 +22%
FPOC
384
Financial Planners of Cleveland
Ohio
$419K +$434K +10,643 New
SB
385
Strategic Blueprint
Georgia
$418K +$107K +2,620 +36%
FWM
386
Focused Wealth Management
New York
$407K +$1.06K +26 +0.3%
BBNA
387
Bremer Bank National Association
Minnesota
$402K – – –
QPWM
388
Quadrant Private Wealth Management
Pennsylvania
$401K +$151K +3,699 +63%
AO
389
Advisor OS
Illinois
$400K +$5.31K +130 +1%
AWM
390
Axxcess Wealth Management
California
$400K +$389K +9,520 New
IA
391
Inspire Advisors
Idaho
$396K +$385K +9,436 New
BBPWM
392
Blue Bell Private Wealth Management
Pennsylvania
$389K -$67.4K -1,650 -15%
GEA
393
Glen Eagle Advisors
New Jersey
$383K +$20.3K +497 +6%
AFP
394
Ausdal Financial Partners
Iowa
$380K +$85.4K +2,091 +30%
MCM
395
MAI Capital Management
Ohio
$376K -$130K -3,184 -26%
MA
396
Mutual Advisors
Nebraska
$376K +$245 +6 +0.1%
CIC
397
Carnegie Investment Counsel
Ohio
$373K – – –
FAM
398
Formidable Asset Management
Ohio
$373K +$363K +8,890 New
CS
399
Credit Suisse
Switzerland
$370K +$360K +8,812 New
SIA
400
Soltis Investment Advisors
Utah
$369K +$10.8K +264 +3%