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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MAM
526
Mystic Asset Management
Rhode Island
$10K +$9.8K +240 New
KPCM
527
Kings Point Capital Management
New York
$10K +$10.2K +249 New
TFS
528
TrustCore Financial Services
Tennessee
$9K +$41 +1 +0.5%
RK
529
Rather & Kittrell
Tennessee
$9K +$8.94K +219 New
CFCI
530
Comprehensive Financial Consultants Institutional
Indiana
$9K +$9.63K +236 New
BLC
531
Brown, Lisle/Cummings
Rhode Island
$8.4K +$8.16K +200 New
ACA
532
Aptus Capital Advisors
Alabama
$8K – – –
FWP
533
FAS Wealth Partners
Kansas
$7K -$1.06K -26 -13%
BFC
534
Bedel Financial Consulting
Indiana
$7K +$41 +1 +0.6%
BWM
535
Baystate Wealth Management
Massachusetts
$7K +$5.92K +145 +500%
William Blair & Company
536
William Blair & Company
Illinois
$5K – – –
FPWM
537
FSB Premier Wealth Management
Iowa
$5K +$5.55K +136 New
CWM
538
Curi Wealth Management
North Carolina
$5K +$5.67K +139 New
SIS
539
Sound Income Strategies
Florida
$4K – – –
CAL
540
Capital Analysts LLC
Pennsylvania
$4K +$41 +1 +1%
RIM
541
Rockbridge Investment Management
New York
$4K +$980 +24 +40%
HFS
542
Hantz Financial Services
Michigan
$4K +$1.59K +39 +65%
RPCA
543
Running Point Capital Advisors
California
$4K +$3.75K +92 New
BA
544
Bellwether Advisors
Nebraska
$4K +$4.33K +106 New
RG
545
Retirement Group
California
$3K – – –
WWM
546
Wolff Wiese Magana
California
$3K – – –
AWA
547
Amplius Wealth Advisors
Pennsylvania
$3K +$3.88K +95 New
FP
548
Financial Perspectives
Minnesota
$2.27K – – –
GWSG
549
GPS Wealth Strategies Group
Colorado
$2K +$41 +1 +2%
CAAS
550
Capital Asset Advisory Services
Michigan
$1K -$408 -10 -23%