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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BBA
376
Braun-Bostich & Associates
Pennsylvania
$2.7M +$78.7K +1,547 +3%
CIM
377
Corda Investment Management
Texas
$2.69M -$17.2K -338 -0.7%
VWA
378
Visionary Wealth Advisors
Illinois
$2.63M -$193K -3,793 -7%
WFP
379
Wrenne Financial Planning
Kentucky
$2.61M -$26.4K -518 -1%
RFN
380
RDA Financial Network
Iowa
$2.55M -$747K -14,672 -23%
CFIA
381
Cantor Fitzgerald Investment Advisors
New York
$2.55M +$2.45M +48,165 New
RA
382
RFG Advisory
Alabama
$2.55M -$120K -2,357 -5%
PA
383
PFG Advisors
Arizona
$2.54M +$178K +3,488 +8%
SFA
384
Sequoia Financial Advisors
Ohio
$2.5M -$165K -3,243 -6%
RWA
385
Redhawk Wealth Advisors
Minnesota
$2.49M +$105K +2,064 +5%
1SB
386
1ST Source Bank
Indiana
$2.45M -$204K -4,008 -8%
WWM
387
WJ Wealth Management
Arizona
$2.44M -$93.5K -1,838 -4%
EFG
388
Elios Financial Group
Ohio
$2.42M +$2.33M +45,742 New
AO
389
Advisor OS
Illinois
$2.4M -$101K -1,992 -4%
JSL
390
JT Stratford LLC
Georgia
$2.39M +$24.2K +476 +1%
OCM
391
One Capital Management
California
$2.39M -$1.53M -30,072 -40%
TWP
392
Tower Wealth Partners
Pennsylvania
$2.39M +$31.7K +623 +1%
SWM
393
Seaside Wealth Management
California
$2.38M -$14.4K -283 -0.6%
BA
394
Bristlecone Advisors
Washington
$2.37M -$75.7K -1,488 -3%
WC
395
Waterloo Capital
Texas
$2.37M +$427K +8,385 +23%
CFG
396
Citizens Financial Group
Rhode Island
$2.37M +$468K +9,191 +26%
USCWA
397
U.S. Capital Wealth Advisors
Texas
$2.36M +$61.5K +1,208 +3%
IA
398
Inspire Advisors
Idaho
$2.32M +$471K +9,256 +27%
OBWG
399
Onyx Bridge Wealth Group
New York
$2.32M -$143K -2,811 -6%
BAG
400
Bridgewealth Advisory Group
California
$2.31M +$22.4K +441 +1%