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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
451
Citigroup
New York
$567K +$523K +12,662 +2,783%
GAG
452
GM Advisory Group
New York
$566K -$239K -5,786 -31%
CB
453
Community Bank
New York
$561K -$15.5K -375 -3%
GA
454
Geller Advisors
New York
$559K +$534K +12,938 New
GIA
455
Gladstone Institutional Advisory
Florida
$555K +$5.37K +130 +1%
KOC
456
Koss-Olinger Consulting
Florida
$555K -$46.6K -1,129 -8%
HVIA
457
Hudson Valley Investment Advisors
New York
$551K +$32.3K +782 +7%
FPCP
458
Fort Point Capital Partners
California
$551K +$1.78K +43 +0.3%
William Blair & Company
459
William Blair & Company
Illinois
$549K +$47.3K +1,146 +10%
SCA
460
Sandy Cove Advisors
Massachusetts
$547K +$523K +12,664 New
AWA
461
Arkadios Wealth Advisors
Georgia
$543K -$3.8K -92 -0.7%
FWM
462
ForthRight Wealth Management
Georgia
$537K +$3.67K +89 +0.7%
CS
463
Crescent Sterling
Louisiana
$527K -$3.1K -75 -0.6%
CCWM
464
Cassaday & Co Wealth Management
Virginia
$522K
PCA
465
Prosperity Capital Advisors
Ohio
$522K -$38.1K -922 -7%
IFPL
466
Investments & Financial Planning LLC
Kentucky
$520K +$496 +12 +0.1%
RWPA
467
Richard W. Paul & Associates
Michigan
$519K +$36K +871 +8%
CAS
468
Coppell Advisory Solutions
Texas
$516K +$16.5K +400 +3%
SL
469
SWMG LLC
Texas
$513K +$23.8K +576 +5%
BMWM
470
Brown Miller Wealth Management
Virginia
$513K +$21.4K +518 +5%
FFA
471
Founders Financial Alliance
North Carolina
$510K +$258K +6,245 +113%
WMR
472
Wealth Management Resources
Rhode Island
$503K +$5.53K +134 +1%
HAG
473
HF Advisory Group
Maryland
$498K +$4.29K +104 +0.9%
TIM
474
Thompson Investment Management
Wisconsin
$497K -$41 -1 -0%
WAG
475
Wallace Advisory Group
California
$484K