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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LWANC
401
Laurel Wealth Advisors (North Carolina)
North Carolina
$508K +$299K +7,259 +148%
CCWA
402
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$505K +$498K +12,085 New
IA
403
Inspire Advisors
Idaho
$498K +$103K +2,489 +26%
LWM
404
Laidlaw Wealth Management
New York
$494K -$40.4K -979 -8%
BAM
405
Belpointe Asset Management
Nevada
$493K +$40.1K +972 +9%
DCM
406
Donaldson Capital Management
Indiana
$490K +$141K +3,427 +41%
TWM
407
Thrive Wealth Management
Pennsylvania
$486K +$480K +11,646 New
MG
408
Mather Group
Illinois
$485K +$479K +11,619 New
SB
409
Strategic Blueprint
Georgia
$481K +$64.8K +1,570 +16%
ACM
410
Advance Capital Management
Michigan
$463K +$17.5K +425 +4%
DADC
411
D.A. Davidson & Co
Montana
$462K +$456K +11,057 New
CAG
412
Csenge Advisory Group
Florida
$455K +$449K +10,889 New
KIA
413
Kraematon Investment Advisors
Massachusetts
$454K -$12.2K -295 -3%
JWCA
414
J.W. Cole Advisors
Florida
$453K -$27.1K -656 -6%
SEI Investments
415
SEI Investments
Pennsylvania
$448K +$3.18K +77 +0.7%
WSTAM
416
Wilbanks Smith & Thomas Asset Management
Virginia
$442K +$40.3K +978 +10%
FFG
417
Frisch Financial Group
New York
$441K -$69.1K -1,675 -14%
CG
418
Colony Group
Massachusetts
$435K -$84.1K -2,040 -16%
SWA
419
Stratos Wealth Advisors
Ohio
$434K -$4.39M -106,427 -91%
MSAM
420
Moloney Securities Asset Management
Missouri
$431K -$3.92K -95 -0.9%
WAM
421
Wallington Asset Management
Indiana
$423K -$51.1K -1,240 -11%
LAS
422
Lloyd Advisory Services
Georgia
$423K -$13.5K -328 -3%
FI
423
Financial Insights
Washington
$423K +$167K +4,050 +67%
SIA
424
Soltis Investment Advisors
Utah
$409K +$42.3K +1,025 +12%
FWM
425
Focused Wealth Management
New York
$404K -$454 -11 -0.1%