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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FFG
426
Frisch Financial Group
New York
$384K -$4.99K -126 -1%
BAM
427
Belpointe Asset Management
Nevada
$370K -$70.3K -1,775 -15%
MSAM
428
Moloney Securities Asset Management
Missouri
$367K -$14.1K -356 -3%
DWM
429
Drive Wealth Management
Utah
$367K +$105K +2,641 +36%
SIA
430
Soltis Investment Advisors
Utah
$365K +$4.63K +117 +1%
FI
431
Financial Insights
Washington
$364K -$9.9K -250 -2%
CIC
432
Carnegie Investment Counsel
Ohio
$364K +$32.7K +826 +9%
FWM
433
Focused Wealth Management
New York
$351K -$5.5K -139 -1%
HVIA
434
Hudson Valley Investment Advisors
New York
$350K +$3.09K +78 +0.8%
WPC
435
White Pine Capital
Minnesota
$346K +$127K +3,200 +52%
IP
436
Investment Partners
Ohio
$342K +$59.7K +1,508 +19%
BBPWM
437
Blue Bell Private Wealth Management
Pennsylvania
$340K
MA
438
Mutual Advisors
Nebraska
$337K +$8.28K +209 +2%
IFPL
439
Investments & Financial Planning LLC
Kentucky
$337K +$78.1K +1,973 +28%
FAM
440
Formidable Asset Management
Ohio
$335K
BBNA
441
Bremer Bank National Association
Minnesota
$332K -$21.9K -552 -6%
MCM
442
MAI Capital Management
Ohio
$332K -$19.8K -500 -5%
QPWM
443
Quadrant Private Wealth Management
Pennsylvania
$328K +$475 +12 +0.1%
MOS
444
MGO One Seven
Ohio
$326K -$165K -4,175 -32%
VCM
445
Vivaldi Capital Management
Illinois
$321K
ST
446
Somerset Trust
Pennsylvania
$320K +$64.9K +1,640 +23%
Lido Advisors
447
Lido Advisors
California
$316K +$5.03K +127 +1%
SFA
448
Sequoia Financial Advisors
Ohio
$314K -$261K -6,579 -44%
Carson Wealth (CWM LLC)
449
Carson Wealth (CWM LLC)
Nebraska
$303K -$474K -11,967 -59%
RIA
450
Regal Investment Advisors
Michigan
$299K -$1.09M -27,640 -77%