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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CP
426
Castleview Partners
Texas
$1.37M +$123K +2,589 +10%
RW
427
REDW Wealth
New Mexico
$1.37M -$4.67K -98 -0.4%
SPWM
428
Schrum Private Wealth Management
Florida
$1.36M +$279K +5,846 +27%
WMR
429
Wealth Management Resources
Rhode Island
$1.32M +$168K +3,528 +15%
FPW
430
Flagship Private Wealth
Massachusetts
$1.32M -$178K -3,732 -12%
CFS
431
Commonwealth Financial Services
West Virginia
$1.31M
RFN
432
Redwood Financial Network
Ohio
$1.3M -$141K -2,965 -10%
DI
433
DAGCO Inc
Ohio
$1.3M +$1.24M +25,983 New
CSPAM
434
Cary Street Partners Asset Management
Virginia
$1.3M -$848K -17,794 -41%
SPC
435
Sigma Planning Corp
Michigan
$1.29M +$853K +17,893 +229%
CAM
436
Cresset Asset Management
Illinois
$1.29M -$9.34K -196 -0.8%
Renaissance Technologies
437
Renaissance Technologies
New York
$1.27M -$5.17M -108,400 -81%
WANY
438
Wealthspire Advisors (New York)
New York
$1.25M +$18.2K +381 +2%
FIA
439
Foundations Investment Advisors
Arizona
$1.25M +$116K +2,441 +11%
FFA
440
Farther Finance Advisors
California
$1.23M +$1.12M +23,556 +1,909%
DWM
441
Drive Wealth Management
Utah
$1.23M -$687K -14,412 -37%
CWMGP
442
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$1.21M +$58.8K +1,234 +5%
HGERS
443
Householder Group Estate & Retirement Specialist
Arizona
$1.18M +$146K +3,069 +15%
TFCP
444
Twin Focus Capital Partners
Massachusetts
$1.18M -$113K -2,363 -9%
OIA
445
OneDigital Investment Advisors
Kansas
$1.18M -$111K -2,324 -9%
IWS
446
Integrity Wealth Solutions
Colorado
$1.17M +$99.9K +2,096 +10%
SFS
447
Sowell Financial Services
Arkansas
$1.17M +$2.81K +59 +0.3%
PC
448
Permanens Capital
New York
$1.14M +$57.2K +1,200 +6%
OSAM
449
O'Shaughnessy Asset Management
Connecticut
$1.12M +$289K +6,064 +37%
AWAU
450
Alliance Wealth Advisors (Utah)
Utah
$1.12M +$64.6K +1,355 +6%