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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AAS
426
Ameritas Advisory Services
Nebraska
$393K -$14.5K -383 -3%
FI
427
Financial Insights
Washington
$393K +$56.9K +1,500 +15%
FWM
428
ForthRight Wealth Management
Georgia
$384K -$29.4K -775 -7%
WSTAM
429
Wilbanks Smith & Thomas Asset Management
Virginia
$382K
KIA
430
Kraematon Investment Advisors
Massachusetts
$377K +$1.33K +35 +0.3%
HVIA
431
Hudson Valley Investment Advisors
New York
$374K +$50K +1,319 +14%
CG
432
Colony Group
Massachusetts
$372K +$1.06K +28 +0.3%
APWA
433
Atlas Private Wealth Advisors
New Jersey
$356K -$27.2K -717 -6%
CIC
434
Carnegie Investment Counsel
Ohio
$356K +$16.6K +437 +4%
BW
435
Bison Wealth
Georgia
$355K +$345K +9,089 +754%
Manulife (Manufacturers Life Insurance)
436
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$353K -$483K -12,726 -55%
FFG
437
Frisch Financial Group
New York
$353K -$7.82K -206 -2%
BBPWM
438
Blue Bell Private Wealth Management
Pennsylvania
$353K +$37.9K +999 +11%
DWM
439
Drive Wealth Management
Utah
$347K +$3.45K +91 +0.9%
FW
440
FirstPurpose Wealth
Utah
$344K +$124K +3,267 +49%
MSAM
441
Moloney Securities Asset Management
Missouri
$341K -$2.58K -68 -0.7%
BA
442
Bridge Advisory
California
$339K -$360K -9,491 -49%
SIA
443
Soltis Investment Advisors
Utah
$338K -$4.06K -107 -1%
AF
444
Arrow Financial
New York
$336K +$73K +1,925 +25%
FAM
445
Formidable Asset Management
Ohio
$335K
Millennium Management
446
Millennium Management
New York
$335K +$369K +9,717 New
MA
447
MONECO Advisors
Connecticut
$332K +$67.2K +1,770 +23%
SFA
448
Sequoia Financial Advisors
Ohio
$328K +$37.6K +990 +12%
WGCA
449
Wolf Group Capital Advisors
Virginia
$325K +$107K +2,821 +43%
WPC
450
White Pine Capital
Minnesota
$324K