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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SIM
401
Stratos Investment Management
Ohio
$2.66M +$51.1K +986 +2%
BL
402
Balentine LLC
Georgia
$2.66M +$2.7M +52,025 New
FF
403
Friday Financial
Iowa
$2.66M -$2.7K -52 -0.1%
PA
404
PSI Advisors
Florida
$2.65M -$116K -2,239 -4%
TI
405
Tidal Investments
Wisconsin
$2.65M -$361K -6,963 -12%
EWM
406
Empirical Wealth Management
Washington
$2.64M -$16K -309 -0.6%
UAG
407
United Advisor Group
Ohio
$2.64M +$472K +9,101 +21%
WA
408
Wambolt & Associates
Colorado
$2.6M -$142K -2,730 -5%
CGFA
409
Colton Groome Financial Advisors
North Carolina
$2.53M -$721K -13,899 -21%
RIS
410
Retirement Income Solutions
Michigan
$2.53M -$860K -16,578 -25%
RWA
411
Redhawk Wealth Advisors
Minnesota
$2.5M +$37.2K +718 +1%
WANY
412
Wealthspire Advisors (New York)
New York
$2.48M +$68.3K +1,316 +3%
OWA
413
Opal Wealth Advisors
New York
$2.45M +$188K +3,619 +8%
OMC
414
Old Mission Capital
Illinois
$2.44M +$2.48M +47,869 New
RWM
415
Riverchase Wealth Management
Texas
$2.43M -$111K -2,132 -4%
BC
416
Burney Company
Virginia
$2.42M +$16.1K +311 +0.7%
PIFP
417
Partners in Financial Planning
Virginia
$2.41M +$6.59K +127 +0.3%
SW
418
Simplicity Wealth
New Jersey
$2.41M +$2.45M +47,152 New
JSL
419
JT Stratford LLC
Georgia
$2.41M -$17.6K -340 -0.7%
BlackRock
420
BlackRock
New York
$2.4M -$231K -4,453 -9%
FA
421
Faithward Advisors
Pennsylvania
$2.4M +$293K +5,657 +14%
AF
422
Advisornet Financial
Minnesota
$2.38M +$144K +2,775 +6%
1SB
423
1ST Source Bank
Indiana
$2.35M -$16.1K -310 -0.7%
CCMG
424
Clark Capital Management Group
Pennsylvania
$2.32M -$29.9M -575,968 -93%
WFA
425
Wells Financial Advisors
Massachusetts
$2.3M -$20.7K -400 -0.9%