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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CPIG
401
Chicago Partners Investment Group
Illinois
$1.76M +$17.5K +359 +1%
MWM
402
Modera Wealth Management
New Jersey
$1.76M -$47.6K -973 -3%
SIAS
403
Summit Investment Advisory Services
Minnesota
$1.75M +$864K +17,682 +97%
FIM
404
Fernwood Investment Management
Massachusetts
$1.74M
CFG
405
Citizens Financial Group
Rhode Island
$1.74M +$31.4K +642 +2%
RZH
406
Relyea Zuckerberg Hanson
Connecticut
$1.73M +$5.82K +119 +0.3%
RWMH
407
Riverpoint Wealth Management Holdings
Illinois
$1.72M -$826K -16,900 -32%
FA
408
Faithward Advisors
Pennsylvania
$1.7M +$1.71M +34,898 New
OSAM
409
O'Shaughnessy Asset Management
Connecticut
$1.69M +$601K +12,290 +55%
IA
410
Inspire Advisors
Idaho
$1.68M +$1.25M +25,642 +288%
LWANC
411
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.67M -$33.5K -685 -2%
BNP Paribas Financial Markets
412
BNP Paribas Financial Markets
France
$1.65M +$2.25K +46 +0.1%
BMD
413
Better Money Decisions
New Mexico
$1.63M +$168K +3,447 +11%
PAS
414
Park Avenue Securities
New York
$1.63M +$35K +716 +2%
WFS
415
Weitzel Financial Services
Iowa
$1.63M +$4.69K +96 +0.3%
VCA
416
Verdence Capital Advisors
Maryland
$1.63M +$1.63M +33,374 New
AF
417
Advisornet Financial
Minnesota
$1.61M +$105K +2,151 +7%
GAM
418
Gotham Asset Management
New York
$1.6M +$15.2K +312 +1%
AWAU
419
Alliance Wealth Advisors (Utah)
Utah
$1.57M +$485K +9,928 +45%
AWA
420
Arkadios Wealth Advisors
Georgia
$1.57M +$840K +17,188 +115%
GL
421
Graypoint LLC
New York
$1.56M
IFA
422
Index Fund Advisors
California
$1.56M +$1.07K +22 +0.1%
FIA
423
Foundations Investment Advisors
Arizona
$1.55M +$343K +7,013 +28%
Invesco
424
Invesco
Georgia
$1.55M +$71.8K +1,469 +5%
OAS
425
Optivise Advisory Services
Tennessee
$1.55M +$1.55M +31,715 New