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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
9WM
451
9258 Wealth Management
Ohio
$1.26M +$178K +3,634 +16%
FFA
452
Founders Financial Alliance
North Carolina
$1.26M -$241K -4,934 -16%
GI
453
Gradient Investments
Minnesota
$1.25M +$1.2M +24,522 +2,129%
DI
454
DAGCO Inc
Ohio
$1.25M -$19.9K -408 -2%
OIA
455
OneDigital Investment Advisors
Kansas
$1.24M +$95.6K +1,956 +8%
FPW
456
Flagship Private Wealth
Massachusetts
$1.24M -$40.2K -823 -3%
MA
457
Mutual Advisors
Nebraska
$1.24M -$2.22M -45,346 -65%
SPWM
458
Schrum Private Wealth Management
Florida
$1.23M -$97.2K -1,988 -7%
GF
459
GGM Financials
Ohio
$1.23M +$1.23M +25,195 New
DWM
460
Drive Wealth Management
Utah
$1.23M +$28.1K +575 +2%
AG
461
Ascent Group
Virginia
$1.2M +$1.21M +24,702 New
SFS
462
Sowell Financial Services
Arkansas
$1.2M +$57.7K +1,180 +5%
CWMGP
463
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$1.2M +$18.5K +379 +2%
SPC
464
Sigma Planning Corp
Michigan
$1.18M -$70.6K -1,444 -6%
CP
465
Castleview Partners
Texas
$1.17M -$163K -3,329 -12%
TFCP
466
Twin Focus Capital Partners
Massachusetts
$1.17M +$19.9K +407 +2%
IAA
467
Independent Advisor Alliance
North Carolina
$1.17M +$79.8K +1,632 +7%
IWS
468
Integrity Wealth Solutions
Colorado
$1.16M +$14.6K +298 +1%
LTL
469
Lowery Thomas LLC
California
$1.15M -$194K -3,960 -14%
Jones Financial Companies
470
Jones Financial Companies
Missouri
$1.14M +$1.1M +22,592 +2,615%
GWAM
471
Guardian Wealth Advisors (Minnesota)
Minnesota
$1.13M +$169K +3,464 +17%
RIA
472
Regal Investment Advisors
Michigan
$1.13M +$160K +3,275 +17%
EWA
473
EP Wealth Advisors
California
$1.11M -$645K -13,198 -37%
FFA
474
Farther Finance Advisors
California
$1.11M -$95.4K -1,952 -8%
GT
475
Greenleaf Trust
Michigan
$1.1M +$242K +4,960 +28%