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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CRI
526
Colonial River Investments
Virginia
$717K -$1.91K -39 -0.3%
CFGS
527
Concourse Financial Group Securities
Alabama
$706K +$160K +3,274 +29%
AC
528
AWM Capital
Arizona
$703K +$4.01K +82 +0.6%
6F
529
626 Financial
Michigan
$701K
SAG
530
SageView Advisory Group
California
$694K +$696K +14,239 New
FFA
531
Frazier Financial Advisors
Ohio
$693K -$20.2K -413 -3%
Pathstone Holdings
532
Pathstone Holdings
New Jersey
$691K
CT
533
Caldwell Trust
Florida
$679K +$2.44K +50 +0.4%
Brown Advisory
534
Brown Advisory
Maryland
$673K -$4.45K -91 -0.7%
LEA
535
Legacy Edge Advisors
New York
$672K +$673K +13,779 New
KOC
536
Koss-Olinger Consulting
Florida
$669K +$671K +13,719 New
IMC Chicago
537
IMC Chicago
Illinois
$667K -$13.9K -284 -2%
LF
538
Lantz Financial
Illinois
$665K +$978 +20 +0.1%
WAG
539
Wallace Advisory Group
California
$657K +$145K +2,964 +28%
SL
540
SWMG LLC
Texas
$656K -$39.6K -810 -6%
GJIA
541
Glass Jacobson Investment Advisors
Maryland
$653K +$49 +1 +0%
FNBOO
542
First National Bank of Omaha
Nebraska
$647K -$9.14K -187 -1%
IC
543
Innealta Capital
Texas
$645K -$183K -3,752 -22%
LIA
544
LBMC Investment Advisors
Tennessee
$644K -$95.8K -1,961 -13%
CIBC World Market
545
CIBC World Market
Ontario, Canada
$640K +$147K +3,003 +30%
GAG
546
GM Advisory Group
New York
$639K
FWM
547
ForthRight Wealth Management
Georgia
$637K -$24.8K -508 -4%
CastleKeep Investment Advisors
548
CastleKeep Investment Advisors
Connecticut
$636K -$782 -16 -0.1%
FMTCOCP
549
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$634K +$13.9K +284 +2%
GA
550
Geller Advisors
New York
$631K