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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ATC
576
Argent Trust Co
Tennessee
$1.24M
RFP
577
Root Financial Partners
California
$1.23M -$8.62K -144 -0.7%
MGIA
578
Moneta Group Investment Advisors
Missouri
$1.2M -$21K -351 -2%
Pathstone Holdings
579
Pathstone Holdings
New Jersey
$1.2M +$304K +5,085 +35%
GK
580
Graney & King
New York
$1.19M -$171K -2,849 -13%
WFA
581
Wells Financial Advisors
Massachusetts
$1.18M -$4.97K -83 -0.4%
VCA
582
Verdence Capital Advisors
Maryland
$1.18M +$18.1K +302 +2%
MAG
583
M3 Advisory Group
Massachusetts
$1.16M +$44.8K +749 +4%
GT
584
Greenleaf Trust
Michigan
$1.16M
CTFG
585
Capstone Triton Financial Group
Oklahoma
$1.16M -$1.08M -18,044 -49%
CA
586
Centerpoint Advisors
Massachusetts
$1.15M -$77.8K -1,300 -6%
ACM
587
Advisors Capital Management
New Jersey
$1.14M +$22.9K +383 +2%
CFS
588
Commonwealth Financial Services
West Virginia
$1.13M -$357K -5,972 -24%
CPC
589
Cadia Private Client
New Jersey
$1.13M +$433K +7,241 +64%
MWM
590
Mission Wealth Management
California
$1.13M +$1.11M +18,574 New
SCM
591
Spring Capital Management
Texas
$1.12M
PWM
592
Peck Wealth Management
New York
$1.12M
AWAU
593
Alliance Wealth Advisors (Utah)
Utah
$1.12M -$453K -7,570 -29%
FFG
594
Frisch Financial Group
New York
$1.12M -$106K -1,766 -9%
SAM
595
Sequent Asset Management
Texas
$1.1M +$45.7K +764 +4%
IAN
596
Integrated Advisors Network
Texas
$1.1M -$483K -8,063 -31%
HWM
597
Howard Wealth Management
Connecticut
$1.1M -$26K -435 -2%
PHWA
598
Petersen Hastings Wealth Advisors
Washington
$1.1M -$83.7K -1,399 -7%
SW
599
SVB Wealth
Massachusetts
$1.09M -$60 -1 -0%
WPW
600
Waldron Private Wealth
Pennsylvania
$1.09M -$718 -12 -0.1%