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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LBC
501
Lowe Brockenbrough & Co
Virginia
$858K +$13.7K +281 +2%
TCA
502
Transcend Capital Advisors
New Jersey
$845K +$14.1K +288 +2%
LFAS
503
Level Four Advisory Services
Texas
$839K -$5.22M -106,757 -86%
MAWCM
504
Mine & Arao Wealth Creation & Management
California
$839K +$27.4K +560 +3%
WAM
505
Wallington Asset Management
Indiana
$836K +$102K +2,080 +14%
WPC
506
White Pine Capital
Minnesota
$833K – – –
CIAS
507
Capital Investment Advisory Services
North Carolina
$831K +$108K +2,218 +15%
BWM
508
BCGM Wealth Management
Indiana
$825K -$11.6K -238 -1%
SF
509
Safeguard Financial
Wisconsin
$818K -$39.4K -807 -5%
MIAS
510
Mason Investment Advisory Services
Virginia
$802K +$1.51K +31 +0.2%
AC
511
AIFG Consultants
New York
$800K – – –
MCM
512
MAI Capital Management
Ohio
$798K -$172K -3,513 -18%
ECA
513
Elevated Capital Advisors
Utah
$795K -$22K -451 -3%
ACM
514
Advance Capital Management
Michigan
$790K -$7.28K -149 -0.9%
STA
515
Summit Trail Advisors
New York
$785K -$4.11K -84 -0.5%
BRWA
516
B. Riley Wealth Advisors
Florida
$772K +$436K +8,919 +129%
MAG
517
M3 Advisory Group
Massachusetts
$768K -$301K -6,153 -28%
CPG
518
Cornerstone Planning Group
New Jersey
$768K +$769K +15,730 New
William Blair & Company
519
William Blair & Company
Illinois
$768K -$5.52K -113 -0.7%
TWP
520
Tempus Wealth Planning
California
$762K -$51.6K -1,055 -6%
AA
521
Argent Advisors
Louisiana
$762K – – –
PCS
522
Private Client Services
Kentucky
$761K +$197K +4,036 +35%
WP
523
WealthPLAN Partners
Nebraska
$735K +$42.2K +864 +6%
WA
524
Wealthstream Advisors
New York
$734K +$3.71K +76 +0.5%
HCC
525
Hirtle Callaghan & Co
Pennsylvania
$734K +$528K +10,800 +254%