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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LWM
476
Laidlaw Wealth Management
New York
$451K -$45.1K -1,112 -9%
WSTAM
477
Wilbanks Smith & Thomas Asset Management
Virginia
$450K – – –
NFSG
478
Newbridge Financial Services Group
Florida
$448K +$106K +2,607 +31%
PRWA
479
Platte River Wealth Advisors
Colorado
$445K – – –
FI
480
Financial Insights
Washington
$443K -$8.1K -200 -2%
FMWA
481
Forvis Mazars Wealth Advisors
Missouri
$436K -$11.8K -292 -3%
FGA
482
Fortis Group Advisors
New Jersey
$435K +$426K +10,507 New
CIC
483
Carnegie Investment Counsel
Ohio
$421K – – –
FFG
484
Frisch Financial Group
New York
$419K -$47.1K -1,163 -10%
MSAM
485
Moloney Securities Asset Management
Missouri
$418K -$13K -321 -3%
Manulife (Manufacturers Life Insurance)
486
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$417K -$7.54K -186 -2%
BP
487
Ballentine Partners
Massachusetts
$415K – – –
BRWA
488
B. Riley Wealth Advisors
Florida
$405K -$8.18M -201,997 -95%
AF
489
Arrow Financial
New York
$403K – – –
BA
490
Bridge Advisory
California
$402K +$1.66K +41 +0.4%
BBPWM
491
Blue Bell Private Wealth Management
Pennsylvania
$391K – – –
BPA
492
Beacon Pointe Advisors
California
$389K +$20K +494 +5%
SIA
493
Soltis Investment Advisors
Utah
$388K -$33.4K -824 -8%
SG
494
Sharper & Granite
California
$386K -$4.86K -120 -1%
WGCA
495
Wolf Group Capital Advisors
Virginia
$385K -$486 -12 -0.1%
MA
496
MONECO Advisors
Connecticut
$384K -$28.8K -712 -7%
Bank of New York Mellon
497
Bank of New York Mellon
New York
$383K -$127K -3,134 -25%
RIA
498
Regal Investment Advisors
Michigan
$380K +$63.3K +1,562 +20%
IF
499
Ironwood Financial
Arizona
$380K +$19.6K +484 +5%
BBNA
500
Bremer Bank National Association
Minnesota
$367K – – –