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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RFN
376
Redwood Financial Network
Ohio
$882K +$79.3K +1,958 +10%
TW
377
Towerpoint Wealth
California
$878K -$79.9K -1,972 -8%
RW
378
REDW Wealth
New Mexico
$872K
MA
379
Mutual Advisors
Nebraska
$869K -$17.4K -429 -2%
9WM
380
9258 Wealth Management
Ohio
$867K +$123K +3,043 +17%
PWM
381
Perigon Wealth Management
California
$861K +$122 +3 +0%
DA
382
Doliver Advisors
Texas
$852K -$2.8K -69 -0.3%
GSIAS
383
Garden State Investment Advisory Services
New Jersey
$848K -$287K -7,082 -25%
CA
384
Centerpoint Advisors
Massachusetts
$848K
CWMGP
385
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$835K -$79K -1,949 -9%
DPI
386
Diversified Portfolios Inc
Michigan
$833K +$37.5K +925 +5%
SCM
387
Spring Capital Management
Texas
$830K -$10.1K -250 -1%
AWS
388
AJ Wealth Strategies
New York
$830K +$826K +20,384 New
RFC
389
Regions Financial Corp
Alabama
$818K +$166K +4,105 +26%
SF
390
Safeguard Financial
Wisconsin
$816K +$80K +1,974 +11%
Neuberger Berman Group
391
Neuberger Berman Group
New York
$796K +$792K +19,549 New
HCM
392
Hengehold Capital Management
Ohio
$795K +$12.4K +306 +2%
SG Americas Securities
393
SG Americas Securities
New York
$794K +$790K +19,500 New
AWAU
394
Alliance Wealth Advisors (Utah)
Utah
$793K +$6.97K +172 +0.9%
GAG
395
GM Advisory Group
New York
$769K +$765K +18,892 New
WPW
396
Waldron Private Wealth
Pennsylvania
$759K
WA
397
Wealthstream Advisors
New York
$749K -$41.1K -1,015 -5%
ACM
398
Advisors Capital Management
New Jersey
$746K -$44.6K -1,100 -6%
VWA
399
V Wealth Advisors
Kansas
$734K +$504K +12,434 +223%
LBC
400
Lowe Brockenbrough & Co
Virginia
$732K