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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CB
376
Community Bank
New York
$631K -$124K -2,995 -17%
SFA
377
Sequoia Financial Advisors
Ohio
$631K +$623K +15,107 New
RFN
378
Redwood Financial Network
Ohio
$630K +$623K +15,096 New
APA
379
American Portfolios Advisors
New York
$617K +$181K +4,391 +42%
Bank of New York Mellon
380
Bank of New York Mellon
New York
$612K -$220K -5,334 -27%
APWA
381
Atlas Private Wealth Advisors
New Jersey
$612K +$41.9K +1,017 +7%
AFP
382
Ausdal Financial Partners
Iowa
$610K +$230K +5,570 +62%
MFT
383
Moisand Fitzgerald Tamayo
Florida
$601K -$689K -16,705 -54%
AWA
384
Arkadios Wealth Advisors
Georgia
$601K +$1.16K +28 +0.2%
BRWA
385
B. Riley Wealth Advisors
Florida
$599K -$224K -5,436 -28%
CAPTRUST Financial Advisors
386
CAPTRUST Financial Advisors
North Carolina
$596K -$540K -13,100 -48%
SMA
387
Sage Mountain Advisors
Georgia
$586K
DHGWA
388
Dixon Hughes Goodman Wealth Advisors
North Carolina
$582K -$53.5K -1,298 -9%
PPA
389
Parametric Portfolio Associates
Washington
$582K +$575K +13,950 New
BO
390
BRR OpCo
Ohio
$573K +$566K +13,727 New
BMD
391
Better Money Decisions
New Mexico
$559K +$330 +8 +0.1%
HSG
392
Helen Stephens Group
Texas
$559K +$124K +3,012 +29%
CAGAS
393
Capital Advisory Group Advisory Services
Minnesota
$557K +$262K +6,364 +91%
TSWM
394
Tyler-Stone Wealth Management
Ohio
$555K
FPCP
395
Fort Point Capital Partners
California
$547K +$1.61K +39 +0.3%
MOS
396
MGO One Seven
Ohio
$544K -$41 -1 -0%
CT
397
Caldwell Trust
Florida
$538K
FWI
398
Facet Wealth Inc
Maryland
$535K +$72.1K +1,748 +16%
HCWM
399
Harrison & Co Wealth Management
Virginia
$532K +$28.2K +684 +6%
BC
400
Brio Consultants
California
$514K +$3.84K +93 +0.8%