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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FNBOO
426
First National Bank of Omaha
Nebraska
$597K
DA
427
Detalus Advisors
Missouri
$592K -$81K -1,999 -12%
WSWA
428
Warren Street Wealth Advisors
California
$591K -$26.1K -643 -4%
LIA
429
LBMC Investment Advisors
Tennessee
$585K +$2.59K +64 +0.4%
FW
430
FirstPurpose Wealth
Utah
$575K +$94.9K +2,341 +20%
SCA
431
Snowden Capital Advisors
New York
$571K -$688K -16,992 -55%
TCA
432
Transcend Capital Advisors
New Jersey
$570K +$141K +3,484 +33%
KOC
433
Koss-Olinger Consulting
Florida
$569K
MCM
434
MAI Capital Management
Ohio
$568K +$12.6K +311 +2%
LJAC
435
L.J. Altfest & Co
New York
$567K -$26.1K -643 -4%
CT
436
Caldwell Trust
Florida
$565K
WWA
437
WCG Wealth Advisors
Nevada
$561K -$148K -3,661 -21%
AFO
438
Arrowroot Family Office
California
$551K +$549K +13,540 New
SAM
439
Sequent Asset Management
Texas
$549K -$3.2K -79 -0.6%
NFP
440
Narus Financial Partners
Utah
$548K +$15.6K +385 +3%
CB
441
Community Bank
New York
$544K -$10.1K -250 -2%
PCA
442
Prosperity Capital Advisors
Ohio
$530K -$142K -3,513 -21%
SIAS
443
Summit Investment Advisory Services
Minnesota
$525K +$63.7K +1,573 +14%
ACP
444
Aveo Capital Partners
Colorado
$522K +$5.11K +126 +1%
GIA
445
Gladstone Institutional Advisory
Florida
$518K -$42.1K -1,040 -8%
FPCP
446
Fort Point Capital Partners
California
$517K +$1.66K +41 +0.3%
AAS
447
Ameritas Advisory Services
Nebraska
$516K -$215K -5,304 -30%
AWA
448
Arkadios Wealth Advisors
Georgia
$516K +$5.07K +125 +1%
WP
449
WealthPLAN Partners
Nebraska
$509K -$82.3K -2,030 -14%
CF
450
Centaurus Financial
California
$505K -$623K -15,376 -55%