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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
$1.53M -$4.19M -74,583 -73%
Invesco
527
Invesco
Georgia
$1.53M -$107K -1,913 -7%
PCS
528
Private Client Services
Kentucky
$1.53M +$2.08K +37 +0.1%
CFO
529
Callan Family Office
Pennsylvania
$1.53M +$1.51M +26,847 New
FPW
530
Flagship Private Wealth
Massachusetts
$1.51M -$29.6K -527 -2%
IFA
531
Index Fund Advisors
California
$1.51M -$60.3K -1,074 -4%
BWFA
532
Baltimore-Washington Financial Advisors
Maryland
$1.43M -$73.8K -1,313 -5%
RW
533
REDW Wealth
New Mexico
$1.43M +$26.9K +479 +2%
VCA
534
Verdence Capital Advisors
Maryland
$1.42M -$388K -6,908 -22%
CAMG
535
CWA Asset Management Group
Florida
$1.42M -$5.73K -102 -0.4%
CFB
536
Cullen/Frost Bankers
Texas
$1.41M +$17.9K +319 +1%
RWMH
537
Riverpoint Wealth Management Holdings
Illinois
$1.41M -$84.3K -1,500 -6%
CFS
538
Commonwealth Financial Services
West Virginia
$1.4M -$1.52K -27 -0.1%
FCM
539
Fell Capital Management
California
$1.4M +$1.38M +24,612 New
IAN
540
Integrated Advisors Network
Texas
$1.39M +$378K +6,728 +38%
APW
541
Alliance Private Wealth
Massachusetts
$1.38M +$1.32M +23,583 New
DPI
542
Diversified Portfolios Inc
Michigan
$1.38M +$61.8K +1,100 +5%
HWA
543
Heritage Wealth Architects
Minnesota
$1.38M – – –
OC
544
Opal Capital
Florida
$1.37M +$770K +13,702 New
IF
545
Intrua Financial
Texas
$1.36M -$654K -11,641 -33%
TCA
546
Transcend Capital Advisors
New Jersey
$1.36M -$74.8K -1,331 -5%
WPC
547
White Pine Capital
Minnesota
$1.35M +$67.4K +1,200 +5%
SP
548
Sequent Planning
Nebraska
$1.34M +$184K +3,283 +16%
CBA
549
Coastal Bridge Advisors
Connecticut
$1.33M +$133K +2,363 +11%
EI
550
Ellevest Inc
New York
$1.31M +$28.7K +510 +2%