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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RFN
526
Redwood Financial Network
Ohio
$1.58M -$46.8K -806 -3%
DI
527
DAGCO Inc
Ohio
$1.57M +$580 +10 +0%
PI
528
PFG Investments
New York
$1.56M +$359K +6,191 +29%
WP
529
WealthShield Partners
North Carolina
$1.54M -$35.4K -611 -2%
LSWP
530
Liberty Square Wealth Partners
Pennsylvania
$1.53M – – –
PCS
531
Private Client Services
Kentucky
$1.53M +$3.83K +66 +0.2%
William Blair & Company
532
William Blair & Company
Illinois
$1.52M -$173K -2,977 -10%
IFA
533
Index Fund Advisors
California
$1.51M +$8.06K +139 +0.5%
CBA
534
Coastal Bridge Advisors
Connecticut
$1.51M +$189K +3,262 +14%
EF
535
Empowered Funds
Pennsylvania
$1.51M +$1.15M +19,909 +296%
FPW
536
Flagship Private Wealth
Massachusetts
$1.5M -$4.47K -77 -0.3%
CAMG
537
CWA Asset Management Group
Florida
$1.5M +$89.4K +1,541 +6%
Jane Street
538
Jane Street
New York
$1.49M -$37.6K -649 -2%
IAN
539
Integrated Advisors Network
Texas
$1.48M +$101K +1,734 +7%
RF
540
RHS Financial
California
$1.47M +$502K +8,653 +50%
AWAU
541
Alliance Wealth Advisors (Utah)
Utah
$1.47M -$463K -7,974 -23%
GS
542
GTS Securities
Florida
$1.46M -$494K -8,515 -25%
RIM
543
Redwood Investment Management
Arizona
$1.46M -$80.3K -1,385 -5%
HWA
544
Heritage Wealth Architects
Minnesota
$1.44M +$14.8K +255 +1%
FDW
545
Fourth Dimension Wealth
Ohio
$1.43M -$140K -2,405 -9%
BWFA
546
Baltimore-Washington Financial Advisors
Maryland
$1.43M +$3.02K +52 +0.2%
RW
547
REDW Wealth
New Mexico
$1.43M +$116 +2 +0%
Invesco
548
Invesco
Georgia
$1.42M -$103K -1,771 -7%
PEWA
549
Pacific Excel Wealth Advisors
California
$1.42M +$396K +6,823 +37%
TVPW
550
Third View Private Wealth
Connecticut
$1.42M -$190K -3,282 -12%