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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WA
551
Wealthstream Advisors
New York
$785K -$10.6K -209 -1%
IC
552
Innealta Capital
Texas
$782K +$80.1K +1,573 +12%
ACM
553
Advance Capital Management
Michigan
$781K -$72.9K -1,433 -9%
PGF
554
Plan Group Financial
Oklahoma
$777K +$748K +14,707 New
BWL
555
Bogart Wealth LLC
Virginia
$775K +$598K +11,752 +404%
SIM
556
Stratos Investment Management
Ohio
$772K +$743K +14,599 New
FI
557
Financial Insights
Washington
$766K +$209K +4,114 +40%
AC
558
AWM Capital
Arizona
$766K +$3.77K +74 +0.5%
SCM
559
Spring Capital Management
Texas
$763K +$941K +18,490 New
Pathstone Holdings
560
Pathstone Holdings
New Jersey
$750K +$204 +4 +0%
PI
561
PFG Investments
New York
$745K +$176K +3,461 +33%
FFA
562
Frazier Financial Advisors
Ohio
$732K -$19.1K -375 -3%
Brown Advisory
563
Brown Advisory
Maryland
$730K +$102 +2 +0%
RFP
564
Root Financial Partners
California
$721K +$694K +13,646 New
LF
565
Lantz Financial
Illinois
$721K -$153 -3 -0%
FNBOO
566
First National Bank of Omaha
Nebraska
$711K +$9.52K +187 +1%
GJIA
567
Glass Jacobson Investment Advisors
Maryland
$709K +$102 +2 +0%
LIA
568
LBMC Investment Advisors
Tennessee
$702K +$3.41K +67 +0.5%
SCA
569
Snowden Capital Advisors
New York
$701K +$80.9K +1,589 +14%
CT
570
Caldwell Trust
Florida
$697K -$38.2K -750 -5%
PCS
571
Private Client Services
Kentucky
$693K -$128K -2,512 -16%
GAG
572
GM Advisory Group
New York
$693K
MWM
573
MGB Wealth Management
Texas
$687K +$25.1K +493 +4%
EFG
574
Embree Financial Group
Illinois
$687K +$3.05K +60 +0.5%
FWM
575
ForthRight Wealth Management
Georgia
$686K -$4.89K -96 -0.7%