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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FWM
451
ForthRight Wealth Management
Georgia
$503K +$122 +3 +0%
CS
452
Crescent Sterling
Louisiana
$500K +$78.6K +1,940 +19%
TI
453
Trexquant Investment
Connecticut
$495K +$493K +12,161 New
FFG
454
Ford Financial Group
California
$495K -$33.4M -825,457 -99%
KFS
455
Kaizen Financial Strategies
California
$492K -$1.38M -34,086 -74%
MFT
456
Moisand Fitzgerald Tamayo
Florida
$492K -$138K -3,394 -22%
CCWM
457
Cassaday & Co Wealth Management
Virginia
$492K
IFPL
458
Investments & Financial Planning LLC
Kentucky
$490K +$17.5K +432 +4%
HVIA
459
Hudson Valley Investment Advisors
New York
$487K +$34.9K +861 +8%
WAG
460
Wallace Advisory Group
California
$484K +$1.66K +41 +0.3%
William Blair & Company
461
William Blair & Company
Illinois
$471K -$18.6K -460 -4%
Qube Research & Technologies (QRT)
462
Qube Research & Technologies (QRT)
United Kingdom
$470K -$192K -4,749 -29%
WMR
463
Wealth Management Resources
Rhode Island
$469K -$41.2K -1,018 -8%
TIM
464
Thompson Investment Management
Wisconsin
$469K -$48.7K -1,201 -9%
CAS
465
Coppell Advisory Solutions
Texas
$469K +$231K +5,689 +95%
CASC
466
Coppell Advisory Solutions Corp
Texas
$469K +$231K +5,689 +95%
HAG
467
HF Advisory Group
Maryland
$465K +$5.39K +133 +1%
BMWM
468
Brown Miller Wealth Management
Virginia
$462K +$20.5K +505 +5%
SL
469
SWMG LLC
Texas
$460K +$88K +2,171 +24%
KIA
470
Kraematon Investment Advisors
Massachusetts
$459K +$1.05K +26 +0.2%
DADC
471
D.A. Davidson & Co
Montana
$457K +$4.78K +118 +1%
BC
472
Brio Consultants
California
$454K -$365 -9 -0.1%
RWPA
473
Richard W. Paul & Associates
Michigan
$454K +$227K +5,601 +101%
ECA
474
Elevated Capital Advisors
Utah
$452K +$1.54K +38 +0.3%
LWM
475
Laidlaw Wealth Management
New York
$451K -$45.1K -1,112 -9%