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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SAG
426
SageView Advisory Group
California
$1.13M +$274K +6,359 +36%
CAAM
427
Cornerstone Advisors Asset Management
Pennsylvania
$1.13M +$202K +4,688 +24%
SFS
428
Sowell Financial Services
Arkansas
$1.09M -$75.5K -1,751 -7%
CWMGP
429
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$1.07M -$28K -650 -3%
WMR
430
Wealth Management Resources
Rhode Island
$1.07M +$485K +11,243 +96%
WEG
431
World Equity Group
Illinois
$1.06M -$2.69M -62,365 -73%
FIA
432
Foundations Investment Advisors
Arizona
$1.06M -$262K -6,076 -21%
Neuberger Berman Group
433
Neuberger Berman Group
New York
$1.04M +$412K +9,547 +75%
HWM
434
Howard Wealth Management
Connecticut
$1.04M -$1.29K -30 -0.1%
DPI
435
Diversified Portfolios Inc
Michigan
$1.03M -$63.3K -1,467 -6%
TW
436
Towerpoint Wealth
California
$1.03M +$32.4K +751 +4%
RCAG
437
Rehmann Capital Advisory Group
Michigan
$1.02M -$137K -3,167 -13%
LNC
438
Lincoln National Corp
Pennsylvania
$1M +$137K +3,168 +17%
PC
439
Permanens Capital
New York
$1M – – –
LSA
440
Lansing Street Advisors
Pennsylvania
$1M +$926K +21,464 New
TFA
441
Tobias Financial Advisors
Florida
$999K -$6.38K -148 -0.7%
SPWM
442
Schrum Private Wealth Management
Florida
$997K -$245K -5,692 -21%
IWS
443
Integrity Wealth Solutions
Colorado
$995K +$921K +21,345 New
IMC Chicago
444
IMC Chicago
Illinois
$987K -$166K -3,854 -15%
BBA
445
Braun-Bostich & Associates
Pennsylvania
$987K -$51.5K -1,193 -5%
TC
446
TAP Consulting
Missouri
$981K -$908K -21,049 -50%
AWAU
447
Alliance Wealth Advisors (Utah)
Utah
$976K +$733 +17 +0.1%
FFN
448
Focus Financial Network
Minnesota
$971K +$898K +20,815 New
ATWA
449
Arbor Trust Wealth Advisors
Michigan
$969K +$896K +20,775 New
CA
450
Centerpoint Advisors
Massachusetts
$959K – – –