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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LF
451
Lantz Financial
Illinois
$596K -$19.6K -452 -3%
LIA
452
LBMC Investment Advisors
Tennessee
$587K +$2.94K +68 +0.5%
AC
453
AWM Capital
Arizona
$586K -$190K -4,380 -24%
FFA
454
Fragasso Financial Advisors
Pennsylvania
$581K -$55K -1,270 -8%
PFO
455
Pathstone Family Office
New Jersey
$581K +$358K +8,269 +142%
WSWA
456
Warren Street Wealth Advisors
California
$577K -$18.3K -423 -3%
Qube Research & Technologies (QRT)
457
Qube Research & Technologies (QRT)
United Kingdom
$574K +$567K +13,084 +1,594%
CT
458
Caldwell Trust
Florida
$573K
FNBOO
459
First National Bank of Omaha
Nebraska
$571K -$15.6K -360 -3%
RIA
460
Regal Investment Advisors
Michigan
$565K +$154K +3,552 +35%
LJAC
461
L.J. Altfest & Co
New York
$559K -$14.4K -332 -2%
CG
462
Cutler Group
California
$556K +$255K +5,890 +78%
BMWM
463
Brown Miller Wealth Management
Virginia
$553K +$65.8K +1,520 +13%
Brown Advisory
464
Brown Advisory
Maryland
$549K +$87 +2 +0%
SAM
465
Sequent Asset Management
Texas
$544K
GJIA
466
Glass Jacobson Investment Advisors
Maryland
$542K +$153K +3,528 +37%
GAG
467
GM Advisory Group
New York
$541K
GA
468
Geller Advisors
New York
$534K
KOC
469
Koss-Olinger Consulting
Florida
$530K
C
470
Certuity
Florida
$528K -$21.9K -505 -4%
Neuberger Berman Group
471
Neuberger Berman Group
New York
$525K +$74.9K +1,729 +16%
SCA
472
Sandy Cove Advisors
Massachusetts
$525K +$2.56K +59 +0.5%
William Blair & Company
473
William Blair & Company
Illinois
$524K +$173 +4 +0%
CB
474
Community Bank
New York
$523K -$12.8K -295 -2%
HVIA
475
Hudson Valley Investment Advisors
New York
$522K -$4.33K -100 -0.8%