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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TFA
501
Tobias Financial Advisors
Florida
$1.1M -$14.1K -277 -1%
IAN
502
Integrated Advisors Network
Texas
$1.09M +$518K +10,170 +97%
CA
503
Centerpoint Advisors
Massachusetts
$1.08M
GT
504
Greenleaf Trust
Michigan
$1.06M -$127K -2,486 -11%
CJ
505
Caitlin John
Michigan
$1.06M +$997K +19,599 New
CRC
506
Curi RMB Capital
Illinois
$1.05M
LMKC
507
L.M. Kohn & Company
Ohio
$1.05M -$451K -8,858 -31%
EWA
508
Emergent Wealth Advisors
New York
$1.04M +$528K +10,381 +111%
CPL
509
CAP Partners LLC
Tennessee
$1.04M +$49.1K +964 +5%
SAM
510
Sequent Asset Management
Texas
$1.04M
GSIAS
511
Garden State Investment Advisory Services
New Jersey
$1.01M -$4.58K -90 -0.5%
PC
512
Permanens Capital
New York
$1.01M -$84.6K -1,663 -8%
FIM
513
Fernwood Investment Management
Massachusetts
$996K -$860K -16,908 -47%
MIS
514
Morningstar Investment Services
Illinois
$995K +$962K +18,893 New
RFC
515
Regions Financial Corp
Alabama
$958K +$509 +10 +0.1%
ACM
516
Advisors Capital Management
New Jersey
$954K -$110K -2,159 -11%
AFG
517
Atomi Financial Group
New York
$952K +$564K +11,092 +160%
TCA
518
Transcend Capital Advisors
New Jersey
$950K +$32.6K +640 +4%
SFC
519
Strategic Financial Concepts
Texas
$939K -$43.2M -849,426 -98%
CIAS
520
Capital Investment Advisory Services
North Carolina
$938K +$35.9K +705 +4%
WPW
521
Waldron Private Wealth
Pennsylvania
$935K -$48K -944 -5%
DWM
522
Drive Wealth Management
Utah
$924K -$391K -7,690 -31%
Belvedere Trading
523
Belvedere Trading
Illinois
$922K +$887K +17,436 New
WAM
524
Wallington Asset Management
Indiana
$911K +$4.58K +90 +0.5%
WPC
525
White Pine Capital
Minnesota
$903K