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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LJAC
451
L.J. Altfest & Co
New York
$567K -$187K -4,884 -25%
TPWM
452
Twelve Points Wealth Management
Massachusetts
$562K +$553K +14,440 New
ATPW
453
Ashton Thomas Private Wealth
Arizona
$559K +$34.2K +894 +7%
LIA
454
LBMC Investment Advisors
Tennessee
$556K +$3.33K +87 +0.6%
KOC
455
Koss-Olinger Consulting
Florida
$544K -$62.9K -1,642 -11%
HCWM
456
Harrison & Co Wealth Management
Virginia
$544K +$56.3K +1,471 +12%
WAM
457
Wallington Asset Management
Indiana
$541K +$93.5K +2,440 +21%
CT
458
Caldwell Trust
Florida
$540K
CGFA
459
Colton Groome Financial Advisors
North Carolina
$536K +$279K +7,292 +112%
GIA
460
Gladstone Institutional Advisory
Florida
$535K -$59.6K -1,555 -10%
MCM
461
MAI Capital Management
Ohio
$530K +$177K +4,618 +51%
CB
462
Community Bank
New York
$529K -$59.1K -1,542 -10%
SAM
463
Sequent Asset Management
Texas
$528K +$520K +13,570 New
BMD
464
Better Money Decisions
New Mexico
$522K +$498 +13 +0.1%
NFP
465
Narus Financial Partners
Utah
$508K +$31.8K +829 +7%
CAM
466
Cresset Asset Management
Illinois
$499K +$253K +6,605 +101%
TIM
467
Thompson Investment Management
Wisconsin
$494K -$4.44K -116 -0.9%
ACP
468
Aveo Capital Partners
Colorado
$494K +$486K +12,695 New
FPCP
469
Fort Point Capital Partners
California
$492K +$2.11K +55 +0.4%
WMR
470
Wealth Management Resources
Rhode Island
$488K +$41.8K +1,092 +10%
AWA
471
Arkadios Wealth Advisors
Georgia
$488K -$5.67K -148 -1%
Bank of New York Mellon
472
Bank of New York Mellon
New York
$488K -$34.4K -899 -7%
FWM
473
ForthRight Wealth Management
Georgia
$480K +$46K +1,202 +11%
LWM
474
Laidlaw Wealth Management
New York
$474K -$129K -3,371 -22%
CCWM
475
Cassaday & Co Wealth Management
Virginia
$470K +$463K +12,086 New