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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MCC
576
Money Concepts Capital
Florida
$1.25M -$2.67M -44,641 -69%
AMM
577
American Money Management
California
$1.25M -$3.26M -54,399 -73%
ATC
578
Argent Trust Co
Tennessee
$1.24M – – –
RFP
579
Root Financial Partners
California
$1.23M -$8.62K -144 -0.7%
MGIA
580
Moneta Group Investment Advisors
Missouri
$1.2M -$21K -351 -2%
Pathstone Holdings
581
Pathstone Holdings
New Jersey
$1.2M +$304K +5,085 +35%
GK
582
Graney & King
New York
$1.19M -$171K -2,849 -13%
WFA
583
Wells Financial Advisors
Massachusetts
$1.18M -$4.97K -83 -0.4%
VCA
584
Verdence Capital Advisors
Maryland
$1.18M +$18.1K +302 +2%
MAG
585
M3 Advisory Group
Massachusetts
$1.16M +$44.8K +749 +4%
GT
586
Greenleaf Trust
Michigan
$1.16M – – –
CTFG
587
Capstone Triton Financial Group
Oklahoma
$1.16M -$1.08M -18,044 -49%
CA
588
Centerpoint Advisors
Massachusetts
$1.15M -$77.8K -1,300 -6%
ACM
589
Advisors Capital Management
New Jersey
$1.14M +$22.9K +383 +2%
CFS
590
Commonwealth Financial Services
West Virginia
$1.13M -$357K -5,972 -24%
CPC
591
Cadia Private Client
New Jersey
$1.13M +$433K +7,241 +64%
MWM
592
Mission Wealth Management
California
$1.13M +$1.11M +18,574 New
SCM
593
Spring Capital Management
Texas
$1.12M – – –
PWM
594
Peck Wealth Management
New York
$1.12M – – –
AWAU
595
Alliance Wealth Advisors (Utah)
Utah
$1.12M -$453K -7,570 -29%
FFG
596
Frisch Financial Group
New York
$1.12M -$106K -1,766 -9%
FI
597
Financial Insights
Washington
$1.11M +$25.6K +427 +2%
SAM
598
Sequent Asset Management
Texas
$1.1M +$45.7K +764 +4%
IAN
599
Integrated Advisors Network
Texas
$1.1M -$483K -8,063 -31%
HWM
600
Howard Wealth Management
Connecticut
$1.1M -$26K -435 -2%