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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IFG
401
Independent Financial Group
California
$472K +$238K +6,002 +88%
WEG
402
World Equity Group
Illinois
$469K +$504K +12,726 New
IA
403
Inspire Advisors
Idaho
$466K +$29.3K +740 +6%
HCWM
404
Harrison & Co Wealth Management
Virginia
$465K -$5.03K -127 -1%
ACM
405
Advance Capital Management
Michigan
$462K +$57K +1,440 +13%
GIA
406
Gladstone Institutional Advisory
Florida
$462K +$119K +3,004 +31%
LWANC
407
Laurel Wealth Advisors (North Carolina)
North Carolina
$460K +$12.2K +308 +3%
AWA
408
Arkadios Wealth Advisors
Georgia
$456K -$79.6K -2,009 -14%
JWCA
409
J.W. Cole Advisors
Florida
$456K +$61.5K +1,552 +14%
WMR
410
Wealth Management Resources
Rhode Island
$452K -$190K -4,787 -28%
AA
411
Ancora Advisors
Ohio
$448K +$198K +4,997 +70%
FWI
412
Facet Wealth Inc
Maryland
$443K -$30.9K -781 -6%
FWM
413
ForthRight Wealth Management
Georgia
$439K +$282K +7,133 +149%
TWM
414
Thrive Wealth Management
Pennsylvania
$437K +$9.11K +230 +2%
AAS
415
Ameritas Advisory Services
Nebraska
$434K -$254K -6,423 -35%
BPA
416
Beacon Pointe Advisors
California
$430K +$462K +11,666 New
BC
417
Brio Consultants
California
$426K -$27.7K -700 -6%
DWM
418
Darwin Wealth Management
Florida
$425K +$436K +11,010 New
FMN
419
Financial Management Network
California
$417K +$443K +11,175 New
DADC
420
D.A. Davidson & Co
Montana
$411K +$3.96K +100 +0.9%
APWA
421
Atlas Private Wealth Advisors
New Jersey
$407K -$143K -3,622 -25%
WSTAM
422
Wilbanks Smith & Thomas Asset Management
Virginia
$407K
KIA
423
Kraematon Investment Advisors
Massachusetts
$401K +$1.43K +36 +0.3%
Cerity Partners
424
Cerity Partners
New York
$398K +$453K +11,429 New
CG
425
Colony Group
Massachusetts
$397K +$14.3K +361 +3%