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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KOC
376
Koss-Olinger Consulting
Florida
$575K
MP
377
McDonald Partners
Ohio
$573K -$26K -657 -4%
IA
378
IFG Advisory
Georgia
$565K +$609K +15,372 New
ATPW
379
Ashton Thomas Private Wealth
Arizona
$556K -$81.3K -2,052 -12%
APA
380
American Portfolios Advisors
New York
$549K +$5.19K +131 +0.9%
CB
381
Community Bank
New York
$545K -$12.1K -305 -2%
AFP
382
Ausdal Financial Partners
Iowa
$536K -$2.34K -59 -0.4%
MFG
383
Merit Financial Group
Georgia
$535K +$259K +6,551 +82%
OPS
384
Orion Portfolio Solutions
Nebraska
$523K -$307K -7,764 -35%
SMA
385
Sage Mountain Advisors
Georgia
$517K
FNBOO
386
First National Bank of Omaha
Nebraska
$511K -$146K -3,699 -21%
CT
387
Caldwell Trust
Florida
$511K +$38.9K +982 +8%
CAGAS
388
Capital Advisory Group Advisory Services
Minnesota
$510K -$7.33K -185 -1%
FPCP
389
Fort Point Capital Partners
California
$499K +$17.9K +452 +3%
CWM
390
Cedar Wealth Management
California
$495K -$102K -2,585 -16%
LWM
391
Laidlaw Wealth Management
New York
$495K +$63.7K +1,608 +14%
BMD
392
Better Money Decisions
New Mexico
$493K +$554 +14 +0.1%
WAM
393
Wallington Asset Management
Indiana
$493K +$129K +3,250 +32%
IPW
394
Intergy Private Wealth
Colorado
$492K +$529K +13,350 New
Bank of New York Mellon
395
Bank of New York Mellon
New York
$491K -$52.1K -1,316 -9%
HSG
396
Helen Stephens Group
Texas
$491K -$3.05K -77 -0.6%
TSWM
397
Tyler-Stone Wealth Management
Ohio
$490K
BRWA
398
B. Riley Wealth Advisors
Florida
$487K -$43.2K -1,091 -8%
IGWM
399
ICA Group Wealth Management
Colorado
$483K +$192K +4,854 +67%
FMWA
400
Forvis Mazars Wealth Advisors
Missouri
$479K +$515K +13,014 New