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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
B
451
Bensler
Washington
$295K -$17.4K -440 -5%
LAS
452
Lloyd Advisory Services
Georgia
$294K -$84.8K -2,141 -21%
CAN
453
Claraphi Advisory Network
United States
$293K +$115K +2,908 +58%
EWA
454
Exencial Wealth Advisors
Oklahoma
$291K +$356 +9 +0.1%
Chevy Chase Trust
455
Chevy Chase Trust
Maryland
$291K +$313K +7,913 New
CL
456
Choreo LLC
Illinois
$289K
MA
457
MONECO Advisors
Connecticut
$289K +$112K +2,837 +57%
AF
458
Arrow Financial
New York
$288K -$31.7K -800 -9%
EFG
459
Erickson Financial Group
Pennsylvania
$288K
DAS
460
Dynamic Advisor Solutions
Arizona
$287K +$54.7K +1,381 +22%
EE
461
EWG Elevate
California
$280K
PCIA
462
Prime Capital Investment Advisors
Kansas
$279K -$671K -16,940 -69%
TIM
463
Thompson Investment Management
Wisconsin
$278K +$10.3K +261 +4%
TI
464
Trexquant Investment
Connecticut
$276K +$297K +7,508 New
RPC
465
Rossmore Private Capital
Connecticut
$273K +$294K +7,419 New
CAG
466
Csenge Advisory Group
Florida
$272K -$139K -3,502 -32%
TCMP
467
Thrive Capital Management (Pennsylvania)
Pennsylvania
$269K +$475 +12 +0.2%
CWM
468
Cahaba Wealth Management
Georgia
$265K +$1.7K +43 +0.6%
LC
469
LCNB Corp
Ohio
$265K +$285K +7,200 New
SB
470
Strategic Blueprint
Georgia
$264K -$173K -4,361 -38%
GAM
471
Grandview Asset Management
Pennsylvania
$263K -$26.5K -669 -9%
AO
472
Advisor OS
Illinois
$262K -$95.7K -2,416 -25%
BI
473
Ballast Inc
Kentucky
$262K -$28.9K -731 -9%
CIBC World Market
474
CIBC World Market
Ontario, Canada
$262K +$282K +7,120 New
SHJ
475
Sharkey, Howes & Javer
Colorado
$261K