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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IAN
501
Integrated Advisors Network
Texas
$438K -$6.63K -153 -1%
FI
502
Financial Insights
Washington
$433K -$7.8K -180 -2%
TCMP
503
Thrive Capital Management (Pennsylvania)
Pennsylvania
$429K +$139K +3,216 +45%
FGA
504
Fortis Group Advisors
New Jersey
$428K -$693 -16 -0.2%
TPWM
505
Twelve Points Wealth Management
Massachusetts
$428K – – –
CIC
506
Carnegie Investment Counsel
Ohio
$426K – – –
CS
507
Crescent Sterling
Louisiana
$423K -$84K -1,940 -16%
PWM
508
Praetorian Wealth Management
California
$422K +$443K +10,233 New
CCWA
509
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$418K +$439K +10,136 New
CIAS
510
Capital Investment Advisory Services
North Carolina
$416K +$339K +7,828 +348%
WCG
511
Wall Capital Group
Arizona
$413K +$216K +4,985 +100%
SIA
512
Schechter Investment Advisors
Michigan
$413K +$434K +10,014 New
SCA
513
Snowden Capital Advisors
New York
$413K -$175K -4,047 -29%
BA
514
Bridge Advisory
California
$412K +$1.91K +44 +0.4%
TSS
515
Two Sigma Securities
New York
$398K +$418K +9,642 New
EWA
516
Exencial Wealth Advisors
Oklahoma
$395K +$99.7K +2,301 +32%
BBPWM
517
Blue Bell Private Wealth Management
Pennsylvania
$394K -$14.9K -345 -3%
AWA
518
Acorn Wealth Advisors
Michigan
$393K +$412K +9,513 New
WGCA
519
Wolf Group Capital Advisors
Virginia
$391K +$43 +1 +0%
PNC Financial Services Group
520
PNC Financial Services Group
Pennsylvania
$388K -$31.9K -737 -7%
IF
521
Ironwood Financial
Arizona
$385K – – –
RCA
522
Reitz Capital Advisors
Michigan
$379K +$399K +9,217 New
Citigroup
523
Citigroup
New York
$378K -$172K -3,962 -30%
CIA
524
Cape Investment Advisory
Georgia
$377K +$4.72K +109 +1%
WANY
525
Wealthspire Advisors (New York)
New York
$373K -$1.06M -24,434 -73%