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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OAS
526
Optivise Advisory Services
Tennessee
$1.24M -$40.8K -757 -3%
William Blair & Company
527
William Blair & Company
Illinois
$1.23M -$201K -3,726 -14%
PI
528
PFG Investments
New York
$1.22M +$394K +7,324 +50%
SAI
529
Savvy Advisors Inc
New York
$1.22M +$153K +2,850 +15%
FDW
530
Fourth Dimension Wealth
Ohio
$1.21M +$80.2K +1,489 +7%
LEA
531
Legacy Edge Advisors
New York
$1.21M +$167K +3,100 +17%
HWM
532
Howard Wealth Management
Connecticut
$1.2M -$31.7K -588 -3%
VAG
533
VisionPoint Advisory Group
Texas
$1.19M +$607K +11,280 +110%
CIAS
534
Capital Investment Advisory Services
North Carolina
$1.19M +$16.8K +312 +1%
RWA
535
Redhawk Wealth Advisors
Minnesota
$1.19M +$60.9K +1,130 +6%
KF
536
Krilogy Financial
Missouri
$1.18M +$1.14M +21,172 New
TW
537
Towerpoint Wealth
California
$1.18M -$1.51K -28 -0.1%
TFA
538
Tobias Financial Advisors
Florida
$1.18M +$78.8K +1,463 +7%
SPC
539
Sigma Planning Corp
Michigan
$1.17M -$44.8K -831 -4%
CBA
540
Coastal Bridge Advisors
Connecticut
$1.17M +$20.5K +381 +2%
OIA
541
OneDigital Investment Advisors
Kansas
$1.16M +$2.91K +54 +0.3%
TWP
542
Tempus Wealth Planning
California
$1.16M +$369K +6,851 +49%
ACM
543
Advisors Capital Management
New Jersey
$1.16M -$4.63K -86 -0.4%
SPWM
544
Schrum Private Wealth Management
Florida
$1.15M +$3.23K +60 +0.3%
PWM
545
Peck Wealth Management
New York
$1.15M +$1.12M +20,749 New
GF
546
GGM Financials
Ohio
$1.15M -$22.3K -415 -2%
RFP
547
Root Financial Partners
California
$1.14M +$64.6K +1,200 +6%
CA
548
Centerpoint Advisors
Massachusetts
$1.14M – – –
SP
549
Sequent Planning
Nebraska
$1.12M +$104K +1,928 +11%
FFG
550
Frisch Financial Group
New York
$1.11M +$2.32K +43 +0.2%