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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EAM
501
Empirical Asset Management
Massachusetts
$678K -$3.23K -75 -0.5%
William Blair & Company
502
William Blair & Company
Illinois
$677K +$78.4K +1,818 +14%
LF
503
Lantz Financial
Illinois
$673K -$776 -18 -0.1%
6F
504
626 Financial
Michigan
$670K -$79.2K -1,836 -11%
AC
505
AWM Capital
Arizona
$665K +$2.93K +68 +0.5%
BMWM
506
Brown Miller Wealth Management
Virginia
$648K +$22.1K +512 +4%
Brown Advisory
507
Brown Advisory
Maryland
$648K +$25.4K +590 +4%
CT
508
Caldwell Trust
Florida
$647K
AQR Capital Management
509
AQR Capital Management
Connecticut
$647K +$598K +13,872 New
FNBOO
510
First National Bank of Omaha
Nebraska
$645K
WP
511
WealthPLAN Partners
Nebraska
$641K -$33.6K -779 -5%
FWM
512
ForthRight Wealth Management
Georgia
$633K +$48.8K +1,131 +9%
FFA
513
Founders Financial Alliance
North Carolina
$632K +$39.2K +910 +7%
CAS
514
Coppell Advisory Solutions
Texas
$626K +$321K +7,444 +125%
OC
515
Oarsman Capital
Wisconsin
$625K -$111K -2,577 -16%
GJIA
516
Glass Jacobson Investment Advisors
Maryland
$625K +$10.8K +251 +2%
WSWA
517
Warren Street Wealth Advisors
California
$623K -$26.6K -616 -4%
WAM
518
WNY Asset Management
New York
$616K +$570K +13,218 New
LJAC
519
L.J. Altfest & Co
New York
$613K -$17.6K -407 -3%
GAG
520
GM Advisory Group
New York
$611K
TFG
521
Tilson Financial Group
New Jersey
$609K -$140K -3,247 -20%
CastleKeep Investment Advisors
522
CastleKeep Investment Advisors
Connecticut
$608K +$563K +13,049 New
Koshinski Asset Management
523
Koshinski Asset Management
Illinois
$608K -$2.87M -66,536 -84%
GA
524
Geller Advisors
New York
$603K
C
525
Certuity
Florida
$598K +$906 +21 +0.2%