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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Bank of New York Mellon
401
Bank of New York Mellon
New York
$463K +$3.79K +100 +0.7%
BMD
402
Better Money Decisions
New Mexico
$462K +$531 +14 +0.1%
IFA
403
Index Fund Advisors
California
$460K -$778K -20,509 -61%
HSG
404
Helen Stephens Group
Texas
$459K -$797 -21 -0.2%
TSWM
405
Tyler-Stone Wealth Management
Ohio
$459K
ZF
406
Zhang Financial
Michigan
$458K +$504K +13,288 New
TIM
407
Thompson Investment Management
Wisconsin
$442K +$200K +5,277 +70%
AWA
408
Arkadios Wealth Advisors
Georgia
$438K +$11.1K +293 +2%
FPCP
409
Fort Point Capital Partners
California
$435K -$35.9K -945 -7%
HCWM
410
Harrison & Co Wealth Management
Virginia
$432K -$3.91K -103 -0.8%
NFP
411
Narus Financial Partners
Utah
$422K +$215K +5,679 +87%
JWCA
412
J.W. Cole Advisors
Florida
$422K -$6.18K -163 -1%
BWM
413
BCGM Wealth Management
Indiana
$414K +$416K +10,953 New
William Blair & Company
414
William Blair & Company
Illinois
$414K +$452K +11,905 +10,725%
BC
415
Brio Consultants
California
$410K -$19.9K -525 -5%
TSS
416
Two Sigma Securities
New York
$407K -$307K -8,091 -41%
FMWA
417
Forvis Mazars Wealth Advisors
Missouri
$407K -$46.5K -1,226 -9%
Cerity Partners
418
Cerity Partners
New York
$407K +$14K +369 +3%
FCI
419
Financial Counselors Inc
Kansas
$402K +$442K +11,655 New
FWI
420
Facet Wealth Inc
Maryland
$401K -$61K -1,608 -13%
DADC
421
D.A. Davidson & Co
Montana
$401K +$17.8K +469 +4%
DWM
422
Darwin Wealth Management
Florida
$397K +$3K +79 +0.7%
WAM
423
Wallington Asset Management
Indiana
$396K -$72.5K -1,910 -14%
WMR
424
Wealth Management Resources
Rhode Island
$394K -$31K -817 -7%
FMN
425
Financial Management Network
California
$394K -$14.6K -385 -3%