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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
William Blair & Company
476
William Blair & Company
Illinois
$467K
WAG
477
Wallace Advisory Group
California
$460K +$453K +11,835 New
FW
478
FirstPurpose Wealth
Utah
$458K +$69.4K +1,812 +18%
TRCT
479
Tower Research Capital (TRC)
New York
$455K +$441K +11,508 +5,669%
CW
480
CreativeOne Wealth
Kansas
$452K +$445K +11,619 New
IFPL
481
Investments & Financial Planning LLC
Kentucky
$451K +$444K +11,594 New
FFG
482
Frisch Financial Group
New York
$445K +$46.7K +1,219 +12%
SIAS
483
Summit Investment Advisory Services
Minnesota
$441K +$434K +11,328 New
HAG
484
HF Advisory Group
Maryland
$439K +$433K +11,292 New
QPWM
485
Quadrant Private Wealth Management
Pennsylvania
$438K +$432K +11,272 New
KIA
486
Kraematon Investment Advisors
Massachusetts
$438K +$12.3K +322 +3%
BC
487
Brio Consultants
California
$434K +$2.41K +63 +0.6%
HVIA
488
Hudson Valley Investment Advisors
New York
$432K +$10.6K +278 +3%
DADC
489
D.A. Davidson & Co
Montana
$432K -$20.2K -527 -5%
FI
490
Financial Insights
Washington
$431K -$12K -314 -3%
WSTAM
491
Wilbanks Smith & Thomas Asset Management
Virginia
$430K
ECA
492
Elevated Capital Advisors
Utah
$430K +$424K +11,058 New
FMWA
493
Forvis Mazars Wealth Advisors
Missouri
$428K -$30.1K -786 -7%
PRWA
494
Platte River Wealth Advisors
Colorado
$425K -$968K -25,274 -70%
BMWM
495
Brown Miller Wealth Management
Virginia
$422K +$104K +2,707 +33%
FMN
496
Financial Management Network
California
$421K -$6.21K -162 -2%
Cerity Partners
497
Cerity Partners
New York
$420K -$38.4K -1,003 -9%
MSAM
498
Moloney Securities Asset Management
Missouri
$411K +$26.3K +687 +7%
XS
499
XR Securities
Illinois
$409K +$403K +10,512 New
TCA
500
Transcend Capital Advisors
New Jersey
$409K +$45.5K +1,189 +13%