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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SRA
426
Secured Retirement Advisors
Minnesota
$2.75M -$262K -4,663 -9%
NG
427
Norden Group
Utah
$2.71M -$23K -410 -0.9%
RWM
428
Riverchase Wealth Management
Texas
$2.7M – – –
1SB
429
1ST Source Bank
Indiana
$2.69M -$42.9K -764 -2%
BI
430
Breachway Investments
Rhode Island
$2.68M +$2.65M +47,209 New
TCWM
431
Total Clarity Wealth Management
Illinois
$2.68M +$349K +6,217 +15%
AA
432
ArborFi Advisors
Michigan
$2.63M +$159K +2,834 +7%
Ensign Peak Advisors
433
Ensign Peak Advisors
Utah
$2.63M – – –
JWM
434
Jacksonville Wealth Management
Florida
$2.62M +$347K +6,185 +15%
IC
435
Innealta Capital
Texas
$2.55M – – –
EWM
436
Empirical Wealth Management
Washington
$2.54M -$205K -3,648 -8%
PA
437
PSI Advisors
Florida
$2.54M -$566K -10,073 -18%
IA
438
IFP Advisors
Florida
$2.51M +$316K +5,626 +15%
SF
439
Slagle Financial
Illinois
$2.49M +$66.9K +1,190 +3%
WANY
440
Wealthspire Advisors (New York)
New York
$2.48M +$64.7K +1,151 +3%
FFA
441
Founders Financial Alliance
North Carolina
$2.47M +$103K +1,842 +4%
SA
442
Sunesis Advisors
Kansas
$2.45M – – –
USCWA
443
U.S. Capital Wealth Advisors
Texas
$2.45M +$170K +3,019 +8%
SIM
444
Stratos Investment Management
Ohio
$2.44M -$77.1K -1,373 -3%
Citigroup
445
Citigroup
New York
$2.44M -$460K -8,180 -16%
CAC
446
Certified Advisory Corp
Florida
$2.44M +$1.97K +35 +0.1%
RIS
447
Retirement Income Solutions
Michigan
$2.43M -$30.2K -537 -1%
CGFA
448
Colton Groome Financial Advisors
North Carolina
$2.42M -$54.7K -974 -2%
CPL
449
CAP Partners LLC
Tennessee
$2.42M +$134K +2,388 +6%
WFP
450
Wrenne Financial Planning
Kentucky
$2.42M -$85.6K -1,523 -3%