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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SMA
501
Seven Mile Advisory
New Jersey
$1.43M
CFS
502
Commonwealth Financial Services
West Virginia
$1.42M -$16.9K -325 -1%
IAA
503
Independent Advisor Alliance
North Carolina
$1.42M -$79.2M -1,526,185 -98%
FNWA
504
Financial Network Wealth Advisors
Utah
$1.41M +$67.2K +1,296 +5%
RFN
505
Redwood Financial Network
Ohio
$1.4M +$69.4K +1,338 +5%
JIC
506
Johnson Investment Counsel
Ohio
$1.4M +$259 +5 +0%
IFA
507
Index Fund Advisors
California
$1.4M -$223K -4,296 -14%
FPW
508
Flagship Private Wealth
Massachusetts
$1.39M -$38.4K -741 -3%
MSWM
509
McGlone Suttner Wealth Management
Wisconsin
$1.39M +$1.41M +27,245 New
TRCT
510
Tower Research Capital (TRC)
New York
$1.38M +$1.4M +27,084 +142,547%
LSWP
511
Liberty Square Wealth Partners
Pennsylvania
$1.38M
RIM
512
Redwood Investment Management
Arizona
$1.38M -$25.1M -484,233 -95%
M
513
MATAURO
New York
$1.37M +$153K +2,945 +12%
FCP
514
Fidelis Capital Partners
Florida
$1.36M +$80.1K +1,544 +6%
GF
515
GGM Financials
Ohio
$1.33M +$8.92K +172 +0.7%
IWS
516
Integrity Wealth Solutions
Colorado
$1.29M +$43.3K +835 +3%
RW
517
REDW Wealth
New Mexico
$1.26M +$52 +1 +0%
SFC
518
Strategic Financial Concepts
Texas
$1.24M -$26.4K -509 -2%
CWMGP
519
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$1.23M -$489K -9,434 -28%
OAS
520
Optivise Advisory Services
Tennessee
$1.22M -$202K -3,891 -14%
OIA
521
OneDigital Investment Advisors
Kansas
$1.21M -$832K -16,034 -40%
FMTCOCP
522
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$1.2M +$423K +8,158 +53%
CAM
523
Cresset Asset Management
Illinois
$1.2M -$81K -1,562 -6%
CIAS
524
Capital Investment Advisory Services
North Carolina
$1.18M +$79.4K +1,531 +7%
DPI
525
Diversified Portfolios Inc
Michigan
$1.18M -$145K -2,800 -11%