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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
YWM
401
Yukon Wealth Management
Kansas
$2.66M -$635K -12,708 -20%
MCC
402
Money Concepts Capital
Florida
$2.63M -$260K -5,203 -9%
WA
403
Wambolt & Associates
Colorado
$2.62M -$61.2K -1,224 -2%
SFA
404
Sequoia Financial Advisors
Ohio
$2.61M -$173K -3,465 -6%
FA
405
Faithward Advisors
Pennsylvania
$2.56M +$99.7K +1,996 +4%
WFS
406
WealthGarden F.S.
California
$2.55M +$376K +7,523 +18%
AF
407
Advisornet Financial
Minnesota
$2.52M +$75.6K +1,513 +3%
EWA
408
EP Wealth Advisors
California
$2.51M +$249K +4,987 +12%
AWP
409
Axis Wealth Partners
Rhode Island
$2.5M +$477K +9,544 +25%
1SB
410
1ST Source Bank
Indiana
$2.49M +$82.2K +1,644 +4%
RWM
411
Riverchase Wealth Management
Texas
$2.49M -$5.7K -114 -0.2%
JSL
412
JT Stratford LLC
Georgia
$2.48M +$9.24K +185 +0.4%
TWP
413
Tower Wealth Partners
Pennsylvania
$2.47M +$131K +2,629 +6%
IC
414
Innealta Capital
Texas
$2.47M +$523K +10,457 +28%
CGFA
415
Colton Groome Financial Advisors
North Carolina
$2.45M -$227K -4,535 -9%
FA
416
Fountainhead AM
New Jersey
$2.44M +$2.33M +46,553 New
WFP
417
Wrenne Financial Planning
Kentucky
$2.44M +$143K +2,865 +7%
AA
418
ArborFi Advisors
Michigan
$2.42M +$161K +3,231 +8%
CAC
419
Certified Advisory Corp
Florida
$2.38M -$653K -13,067 -22%
SIM
420
Stratos Investment Management
Ohio
$2.34M -$364K -7,279 -14%
NG
421
Norden Group
Utah
$2.32M +$456K +9,130 +26%
RIS
422
Retirement Income Solutions
Michigan
$2.32M -$260K -5,196 -10%
OCM
423
One Capital Management
California
$2.3M +$428K +8,562 +24%
QCM
424
Quantinno Capital Management
New York
$2.3M -$827K -16,547 -27%
LDB
425
Lee, Danner & Bass
Tennessee
$2.29M -$450K -9,000 -17%