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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RIM
501
Redwood Investment Management
Arizona
$1.49M +$18.4K +342 +1%
PCS
502
Private Client Services
Kentucky
$1.49M -$270K -5,011 -16%
BWFA
503
Baltimore-Washington Financial Advisors
Maryland
$1.47M -$53.4K -992 -4%
RWMH
504
Riverpoint Wealth Management Holdings
Illinois
$1.45M -$162K -3,008 -10%
BAG
505
Bridgewealth Advisory Group
California
$1.45M -$116K -2,155 -8%
FEG
506
Fund Evaluation Group
Ohio
$1.44M +$1.4M +26,020 New
HFA
507
Hutchinson Financial Advisors
Virginia
$1.43M -$251K -4,667 -15%
MA
508
MKT Advisors
California
$1.4M +$22.6K +420 +2%
TCA
509
Transcend Capital Advisors
New Jersey
$1.39M -$1.51K -28 -0.1%
CAMG
510
CWA Asset Management Group
Florida
$1.39M -$40.5K -753 -3%
RW
511
REDW Wealth
New Mexico
$1.37M +$108 +2 +0%
CFS
512
Commonwealth Financial Services
West Virginia
$1.36M -$71.1K -1,320 -5%
CFB
513
Cullen/Frost Bankers
Texas
$1.36M +$178K +3,301 +16%
MGIA
514
Moneta Group Investment Advisors
Missouri
$1.35M +$122K +2,264 +10%
MCM
515
MAI Capital Management
Ohio
$1.35M +$27K +502 +2%
HWA
516
Heritage Wealth Architects
Minnesota
$1.32M +$5.92K +110 +0.5%
AO
517
Advisor OS
Illinois
$1.32M +$137K +2,549 +12%
DPI
518
Diversified Portfolios Inc
Michigan
$1.29M +$1.08K +20 +0.1%
RSF
519
Rik Saylor Financial
Ohio
$1.28M +$11.1K +207 +0.9%
ASN
520
Advisory Services Network
Georgia
$1.28M +$63.8K +1,184 +5%
M
521
MATAURO
New York
$1.27M +$42.4K +787 +4%
EI
522
Ellevest Inc
New York
$1.25M +$3.88K +72 +0.3%
WPC
523
White Pine Capital
Minnesota
$1.24M +$187K +3,470 +18%
CA
524
Calton & Associates
Florida
$1.24M +$43.8K +814 +4%
OAS
525
Optivise Advisory Services
Tennessee
$1.24M -$40.8K -757 -3%