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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BTWM
476
Baker Tilly Wealth Management
Wisconsin
$883K -$756K -15,867 -47%
SF
477
Safeguard Financial
Wisconsin
$881K +$1.19K +25 +0.1%
LBC
478
Lowe Brockenbrough & Co
Virginia
$868K -$31K -650 -4%
BWM
479
BCGM Wealth Management
Indiana
$860K -$2.38K -50 -0.3%
TCA
480
Transcend Capital Advisors
New Jersey
$854K
IC
481
Innealta Capital
Texas
$851K -$119K -2,496 -13%
BMWM
482
Brown Miller Wealth Management
Virginia
$845K +$141K +2,959 +21%
ECA
483
Elevated Capital Advisors
Utah
$840K +$418K +8,765 +110%
TWP
484
Tempus Wealth Planning
California
$836K +$796K +16,694 New
MAWCM
485
Mine & Arao Wealth Creation & Management
California
$834K -$3.24K -68 -0.4%
MIAS
486
Mason Investment Advisory Services
Virginia
$823K +$2.77K +58 +0.4%
AC
487
AIFG Consultants
New York
$822K
WPC
488
White Pine Capital
Minnesota
$820K +$24K +503 +3%
ACM
489
Advance Capital Management
Michigan
$819K -$56.1K -1,177 -7%
STA
490
Summit Trail Advisors
New York
$811K +$4K +84 +0.5%
William Blair & Company
491
William Blair & Company
Illinois
$795K +$63.7K +1,336 +9%
EAM
492
Empirical Asset Management
Massachusetts
$783K +$52.1K +1,093 +8%
AA
493
Argent Advisors
Louisiana
$783K
CCWM
494
Cassaday & Co Wealth Management
Virginia
$764K +$151K +3,171 +26%
IW
495
Imprint Wealth
South Carolina
$763K +$730K +15,322 New
LIA
496
LBMC Investment Advisors
Tennessee
$760K +$28.8K +605 +4%
WAM
497
Wallington Asset Management
Indiana
$755K +$239K +5,015 +50%
WA
498
Wealthstream Advisors
New York
$751K -$44.1K -925 -6%
AWA
499
Arkadios Wealth Advisors
Georgia
$749K -$36.4K -763 -5%
CIAS
500
Capital Investment Advisory Services
North Carolina
$743K +$187K +3,920 +36%