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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VA
526
VestGen Advisors
Illinois
$1.69M +$30.2K +505 +2%
OFS
527
OneAscent Financial Services
Alabama
$1.69M -$88.9K -1,486 -5%
IFA
528
Index Fund Advisors
California
$1.67M +$46.5K +777 +3%
CBA
529
Coastal Bridge Advisors
Connecticut
$1.66M +$37K +618 +2%
CFCI
530
Comprehensive Financial Consultants Institutional
Indiana
$1.65M -$74.3K -1,241 -4%
LSWP
531
Liberty Square Wealth Partners
Pennsylvania
$1.64M – – –
SFG
532
SNS Financial Group
Minnesota
$1.62M +$1.6M +26,663 New
RFN
533
Redwood Financial Network
Ohio
$1.62M -$76.2K -1,273 -5%
PI
534
PFG Investments
New York
$1.61M -$65.8K -1,099 -4%
FPW
535
Flagship Private Wealth
Massachusetts
$1.6M -$16.3K -272 -1%
WPC
536
White Pine Capital
Minnesota
$1.58M +$202K +3,369 +15%
RW
537
REDW Wealth
New Mexico
$1.57M +$34.7K +580 +2%
MA
538
MKT Advisors
California
$1.56M -$623K -10,403 -29%
RIM
539
Redwood Investment Management
Arizona
$1.55M -$17K -284 -1%
Invesco
540
Invesco
Georgia
$1.55M +$20.4K +341 +1%
RFC
541
Regions Financial Corp
Alabama
$1.55M +$439K +7,336 +40%
CWS
542
Confluence Wealth Services
Pennsylvania
$1.53M +$1.51M +25,169 New
BWFA
543
Baltimore-Washington Financial Advisors
Maryland
$1.53M -$8.8K -147 -0.6%
RCP
544
Roan Capital Partners
Tennessee
$1.52M +$1.68K +28 +0.1%
RWMH
545
Riverpoint Wealth Management Holdings
Illinois
$1.52M +$5.8K +97 +0.4%
DPI
546
Diversified Portfolios Inc
Michigan
$1.51M – – –
DI
547
DAGCO Inc
Ohio
$1.51M -$177K -2,960 -11%
HWA
548
Heritage Wealth Architects
Minnesota
$1.49M – – –
ITB
549
Idaho Trust Bank
Idaho
$1.48M -$298K -4,986 -17%
William Blair & Company
550
William Blair & Company
Illinois
$1.48M -$145K -2,425 -9%