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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FCP
501
Fidelis Capital Partners
Florida
$1.73M
RWA
502
Redhawk Wealth Advisors
Minnesota
$1.72M +$501K +8,924 +42%
PNC Financial Services Group
503
PNC Financial Services Group
Pennsylvania
$1.72M +$2.53K +45 +0.1%
MB
504
MidFirst Bank
Oklahoma
$1.7M +$1.68M +29,920 New
William Blair & Company
505
William Blair & Company
Illinois
$1.69M +$424K +7,549 +34%
MCM
506
MAI Capital Management
Ohio
$1.69M +$303K +5,399 +22%
TF
507
Thayer Financial
North Carolina
$1.69M +$1.67M +29,686 New
SAM
508
Smartleaf Asset Management
Massachusetts
$1.68M -$510K -9,078 -24%
WFA
509
Wells Financial Advisors
Massachusetts
$1.65M -$719K -12,790 -31%
WMR
510
Wealth Management Resources
Rhode Island
$1.64M +$337 +6 +0%
CWMGP
511
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$1.63M +$84.4K +1,503 +6%
RFN
512
Redwood Financial Network
Ohio
$1.63M -$53.5K -953 -3%
FT
513
Fiduciary Trust
Massachusetts
$1.62M -$10.1K -179 -0.6%
TVPW
514
Third View Private Wealth
Connecticut
$1.61M +$1.6M +28,411 New
SW
515
SteelPeak Wealth
California
$1.61M -$113K -2,012 -7%
BAG
516
Bridgewealth Advisory Group
California
$1.58M +$88.4K +1,574 +6%
WP
517
WealthShield Partners
North Carolina
$1.58M -$144K -2,570 -8%
DI
518
DAGCO Inc
Ohio
$1.58M +$730 +13 +0%
FDW
519
Fourth Dimension Wealth
Ohio
$1.58M +$324K +5,772 +26%
IWS
520
Integrity Wealth Solutions
Colorado
$1.57M +$20.3K +361 +1%
OIA
521
OneDigital Investment Advisors
Kansas
$1.56M +$366K +6,521 +31%
AF
522
Apollon Financial
South Carolina
$1.56M -$38.2K -680 -2%
RIM
523
Redwood Investment Management
Arizona
$1.55M +$14K +250 +0.9%
WCG
524
Wall Capital Group
Arizona
$1.54M +$1.52M +27,056 New
LSWP
525
Liberty Square Wealth Partners
Pennsylvania
$1.53M