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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WSTAM
476
Wilbanks Smith & Thomas Asset Management
Virginia
$450K
NFSG
477
Newbridge Financial Services Group
Florida
$448K +$106K +2,607 +31%
PRWA
478
Platte River Wealth Advisors
Colorado
$445K
FI
479
Financial Insights
Washington
$443K -$8.1K -200 -2%
FMWA
480
Forvis Mazars Wealth Advisors
Missouri
$436K -$11.8K -292 -3%
FGA
481
Fortis Group Advisors
New Jersey
$435K +$426K +10,507 New
CIC
482
Carnegie Investment Counsel
Ohio
$421K
FFG
483
Frisch Financial Group
New York
$419K -$47.1K -1,163 -10%
MSAM
484
Moloney Securities Asset Management
Missouri
$418K -$13K -321 -3%
Manulife (Manufacturers Life Insurance)
485
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$417K -$7.54K -186 -2%
BP
486
Ballentine Partners
Massachusetts
$415K
BRWA
487
B. Riley Wealth Advisors
Florida
$405K -$8.18M -201,997 -95%
AF
488
Arrow Financial
New York
$403K
BA
489
Bridge Advisory
California
$402K +$1.66K +41 +0.4%
BBPWM
490
Blue Bell Private Wealth Management
Pennsylvania
$391K
BPA
491
Beacon Pointe Advisors
California
$389K +$20K +494 +5%
SIA
492
Soltis Investment Advisors
Utah
$388K -$33.4K -824 -8%
SG
493
Sharper & Granite
California
$386K -$4.86K -120 -1%
WGCA
494
Wolf Group Capital Advisors
Virginia
$385K -$486 -12 -0.1%
MA
495
MONECO Advisors
Connecticut
$384K -$28.8K -712 -7%
Bank of New York Mellon
496
Bank of New York Mellon
New York
$383K -$127K -3,134 -25%
RIA
497
Regal Investment Advisors
Michigan
$380K +$63.3K +1,562 +20%
IF
498
Ironwood Financial
Arizona
$380K +$19.6K +484 +5%
BBNA
499
Bremer Bank National Association
Minnesota
$367K
APWA
500
Atlas Private Wealth Advisors
New Jersey
$367K -$15.6K -384 -4%