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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IJWM
376
Inman Jager Wealth Management
Mississippi
$3.05M +$757K +14,603 +32%
RMAM
377
Raab & Moskowitz Asset Management
New Jersey
$3M -$299K -5,765 -9%
CAC
378
Certified Advisory Corp
Florida
$2.99M -$221K -4,270 -7%
CSPIA
379
Cary Street Partners Investment Advisory
Virginia
$2.98M +$69.6K +1,341 +2%
SP
380
Stonebrook Private
Michigan
$2.96M +$2.77M +53,475 +1,177%
VW
381
Vance Wealth
California
$2.94M -$236K -4,555 -7%
KFGK
382
Keystone Financial Group (Kentucky)
Kentucky
$2.91M -$428K -8,251 -13%
MWC
383
MBM Wealth Consultants
Missouri
$2.88M +$104K +2,012 +4%
WWA
384
WCG Wealth Advisors
Nevada
$2.87M +$28.7K +553 +1%
HSBC Holdings
385
HSBC Holdings
United Kingdom
$2.84M +$2.09M +40,385 +266%
MCC
386
Money Concepts Capital
Florida
$2.83M +$164K +3,156 +6%
BAM
387
Belpointe Asset Management
Nevada
$2.81M +$2.19M +42,155 +326%
FCA
388
Fortis Capital Advisors
Kansas
$2.81M +$2.86M +55,099 New
Bank of Montreal
389
Bank of Montreal
Ontario, Canada
$2.8M +$327K +6,310 +13%
BCG
390
Breakwater Capital Group
New Jersey
$2.77M +$15.5K +298 +0.6%
CWM
391
Cordatus Wealth Management
Pennsylvania
$2.76M -$28.9K -557 -1%
SPIA
392
Steward Partners Investment Advisory
New York
$2.75M -$40K -772 -1%
GFPC
393
Global Financial Private Client
Florida
$2.74M -$72.4K -1,396 -3%
VPP
394
Vertex Planning Partners
Illinois
$2.74M -$16.1K -310 -0.6%
SFA
395
Sequoia Financial Advisors
Ohio
$2.73M +$37.9K +730 +1%
SRA
396
Secured Retirement Advisors
Minnesota
$2.73M +$2.77M +53,366 New
LDB
397
Lee, Danner & Bass
Tennessee
$2.69M
SFG
398
Shum Financial Group
California
$2.69M +$59.3K +1,144 +2%
FDCDDQ
399
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.67M +$13.8K +267 +0.5%
CIM
400
Corda Investment Management
Texas
$2.66M +$97.1K +1,873 +4%