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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JSL
401
JT Stratford LLC
Georgia
$2.69M +$67.5K +1,253 +3%
EWM
402
Empirical Wealth Management
Washington
$2.67M -$553K -10,264 -18%
NG
403
Norden Group
Utah
$2.66M +$202K +3,748 +8%
1SB
404
1ST Source Bank
Indiana
$2.66M +$27.2K +506 +1%
RWM
405
Riverchase Wealth Management
Texas
$2.63M
SFA
406
Sequoia Financial Advisors
Ohio
$2.61M -$151K -2,798 -6%
Ensign Peak Advisors
407
Ensign Peak Advisors
Utah
$2.56M -$3.54M -65,759 -59%
CPIG
408
Chicago Partners Investment Group
Illinois
$2.5M +$441K +8,195 +23%
IC
409
Innealta Capital
Texas
$2.48M -$129K -2,399 -5%
SIM
410
Stratos Investment Management
Ohio
$2.45M -$22.6K -420 -0.9%
WFP
411
Wrenne Financial Planning
Kentucky
$2.44M -$133K -2,470 -5%
GK
412
Graney & King
New York
$2.43M -$826K -15,341 -26%
CGFA
413
Colton Groome Financial Advisors
North Carolina
$2.41M -$173K -3,208 -7%
AA
414
ArborFi Advisors
Michigan
$2.41M -$144K -2,679 -6%
ITB
415
Idaho Trust Bank
Idaho
$2.4M -$1.09M -20,290 -32%
RIS
416
Retirement Income Solutions
Michigan
$2.4M -$51.8K -962 -2%
SA
417
Sunesis Advisors
Kansas
$2.39M +$2.32M +43,133 New
FIC
418
FCG Investment Company
Tennessee
$2.39M +$190K +3,527 +9%
CAC
419
Certified Advisory Corp
Florida
$2.37M -$136K -2,528 -6%
FWMP
420
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$2.37M
MPCL
421
My Personal CFO LLC
Washington
$2.37M +$2.31M +42,850 New
SF
422
Slagle Financial
Illinois
$2.36M +$529K +9,831 +30%
WANY
423
Wealthspire Advisors (New York)
New York
$2.36M +$7.81K +145 +0.3%
RWM
424
Ritholtz Wealth Management
New York
$2.35M +$126K +2,347 +6%
WCM
425
WealthTrak Capital Management
Virginia
$2.35M +$114K +2,108 +5%