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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWP
501
Concord Wealth Partners
Virginia
$408K +$402K +10,498 New
Manulife (Manufacturers Life Insurance)
502
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$406K +$7.13K +186 +2%
SIA
503
Soltis Investment Advisors
Utah
$402K +$20.5K +536 +5%
CIC
504
Carnegie Investment Counsel
Ohio
$402K
CS
505
Crescent Sterling
Louisiana
$402K +$396K +10,328 New
BP
506
Ballentine Partners
Massachusetts
$397K +$391K +10,201 New
DWM
507
Darwin Wealth Management
Florida
$396K -$56K -1,462 -13%
MA
508
MONECO Advisors
Connecticut
$395K +$20.5K +536 +6%
AF
509
Arrow Financial
New York
$385K +$5.75K +150 +2%
BA
510
Bridge Advisory
California
$383K +$651 +17 +0.2%
AG
511
Ascent Group
Virginia
$382K +$376K +9,812 New
GJIA
512
Glass Jacobson Investment Advisors
Maryland
$374K +$368K +9,620 New
SG
513
Sharper & Granite
California
$374K +$368K +9,605 New
BBPWM
514
Blue Bell Private Wealth Management
Pennsylvania
$373K -$23.9K -625 -6%
WGCA
515
Wolf Group Capital Advisors
Virginia
$369K +$2.03K +53 +0.6%
X
516
Xponance
Pennsylvania
$367K +$361K +9,429 New
APWA
517
Atlas Private Wealth Advisors
New Jersey
$365K -$36K -940 -9%
FCI
518
Financial Counselors Inc
Kansas
$364K -$88.3K -2,304 -20%
VFA
519
Voya Financial Advisors
Connecticut
$364K +$357K +9,319 New
HW
520
Hancock Whitney
Mississippi
$358K +$353K +9,209 New
DAS
521
Dynamic Advisor Solutions
Arizona
$356K +$47.6K +1,243 +16%
SL
522
SWMG LLC
Texas
$355K +$350K +9,125 New
BAG
523
Bridgewealth Advisory Group
California
$353K +$348K +9,088 New
VCM
524
Vivaldi Capital Management
Illinois
$352K
BPA
525
Beacon Pointe Advisors
California
$352K +$22.5K +588 +7%