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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IFG
376
Independent Financial Group
California
$884K +$23.9K +590 +3%
RFN
377
Redwood Financial Network
Ohio
$882K +$79.3K +1,958 +10%
TW
378
Towerpoint Wealth
California
$878K -$79.9K -1,972 -8%
RW
379
REDW Wealth
New Mexico
$872K – – –
MA
380
Mutual Advisors
Nebraska
$869K -$17.4K -429 -2%
9WM
381
9258 Wealth Management
Ohio
$867K +$123K +3,043 +17%
PWM
382
Perigon Wealth Management
California
$861K +$122 +3 +0%
DA
383
Doliver Advisors
Texas
$852K -$2.8K -69 -0.3%
GSIAS
384
Garden State Investment Advisory Services
New Jersey
$848K -$287K -7,082 -25%
CA
385
Centerpoint Advisors
Massachusetts
$848K – – –
CWMGP
386
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$835K -$79K -1,949 -9%
DPI
387
Diversified Portfolios Inc
Michigan
$833K +$37.5K +925 +5%
SCM
388
Spring Capital Management
Texas
$830K -$10.1K -250 -1%
AWS
389
AJ Wealth Strategies
New York
$830K +$826K +20,384 New
RFC
390
Regions Financial Corp
Alabama
$818K +$166K +4,105 +26%
SF
391
Safeguard Financial
Wisconsin
$816K +$80K +1,974 +11%
Neuberger Berman Group
392
Neuberger Berman Group
New York
$796K +$792K +19,549 New
HCM
393
Hengehold Capital Management
Ohio
$795K +$12.4K +306 +2%
SG Americas Securities
394
SG Americas Securities
New York
$794K +$790K +19,500 New
AWAU
395
Alliance Wealth Advisors (Utah)
Utah
$793K +$6.97K +172 +0.9%
GAG
396
GM Advisory Group
New York
$769K +$765K +18,892 New
WPW
397
Waldron Private Wealth
Pennsylvania
$759K – – –
WA
398
Wealthstream Advisors
New York
$749K -$41.1K -1,015 -5%
ACM
399
Advisors Capital Management
New Jersey
$746K -$44.6K -1,100 -6%
VWA
400
V Wealth Advisors
Kansas
$734K +$504K +12,434 +223%