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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BAG
376
Bridgewealth Advisory Group
California
$1.06M +$769K +17,756 +225%
SFS
377
Sowell Financial Services
Arkansas
$1.04M -$2.25M -51,916 -67%
IMC Chicago
378
IMC Chicago
Illinois
$1.03M -$180K -4,155 -14%
SPC
379
Sigma Planning Corp
Michigan
$1.02M +$98.9K +2,283 +10%
TFCP
380
Twin Focus Capital Partners
Massachusetts
$1.02M -$639K -14,750 -37%
RCAG
381
Rehmann Capital Advisory Group
Michigan
$995K -$25.2K -581 -2%
DPI
382
Diversified Portfolios Inc
Michigan
$976K +$116K +2,685 +13%
CWMGP
383
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$974K +$36.9K +851 +4%
ACM
384
Advance Capital Management
Michigan
$973K +$65.8K +1,519 +7%
AF
385
Advisornet Financial
Minnesota
$971K +$5.02K +116 +0.5%
BTWM
386
Baker Tilly Wealth Management
Wisconsin
$966K -$257K -5,938 -20%
VWA
387
Visionary Wealth Advisors
Illinois
$948K -$17K -392 -2%
AC
388
Apella Capital
Connecticut
$945K -$14.6K -338 -1%
SFC
389
Strategic Financial Concepts
Texas
$938K +$117K +2,705 +14%
BBA
390
Braun-Bostich & Associates
Pennsylvania
$922K +$968K +22,353 New
MA
391
Mutual Advisors
Nebraska
$921K +$45.7K +1,056 +5%
HWM
392
Howard Wealth Management
Connecticut
$920K -$42.2K -975 -4%
AWA
393
Arete Wealth Advisors
Illinois
$916K -$3.29M -75,978 -77%
HGERS
394
Householder Group Estate & Retirement Specialist
Arizona
$914K +$960K +22,160 New
FF
395
Friedenthal Financial
New Jersey
$911K -$24.7K -571 -3%
SFA
396
Sequoia Financial Advisors
Ohio
$909K -$16.1K -371 -2%
CSPAM
397
Cary Street Partners Asset Management
Virginia
$909K -$9.44K -218 -1%
TFA
398
Tobias Financial Advisors
Florida
$890K -$10.3K -237 -1%
PC
399
Permanens Capital
New York
$887K – – –
9WM
400
9258 Wealth Management
Ohio
$885K -$4.12K -95 -0.4%