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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SB
576
Strategic Blueprint
Georgia
$479K +$76.8K +1,610 +20%
MW
577
MBL Wealth
North Carolina
$475K +$61.1K +1,282 +16%
IF
578
Ironwood Financial
Arizona
$473K +$5.53K +116 +1%
CWS
579
Confluence Wealth Services
Pennsylvania
$473K +$450K +9,439 New
AWA
580
Acorn Wealth Advisors
Michigan
$468K
AWM
581
Aviso Wealth Management
Washington
$467K -$28.4K -596 -6%
CF
582
Centaurus Financial
California
$466K +$62.3K +1,306 +16%
DC
583
Darrow Company
Massachusetts
$466K +$443K +9,298 New
FG
584
Fiduciary Group
Georgia
$464K +$44.3K +929 +11%
OC
585
Oarsman Capital
Wisconsin
$458K -$203K -4,266 -32%
TW
586
TrinityPoint Wealth
Connecticut
$457K +$77.7K +1,629 +22%
IP
587
Investment Partners
Ohio
$451K
ST
588
Somerset Trust
Pennsylvania
$447K -$2.57K -54 -0.6%
Fisher Asset Management
589
Fisher Asset Management
Washington
$446K +$425K +8,911 New
IA
590
Inspire Advisors
Idaho
$446K +$35.9K +753 +9%
HVIA
591
Hudson Valley Investment Advisors
New York
$446K -$139K -2,914 -25%
TWM
592
Trueblood Wealth Management
Ohio
$445K +$10.3K +217 +3%
BBPWM
593
Blue Bell Private Wealth Management
Pennsylvania
$441K -$4K -84 -0.9%
FFA
594
Fragasso Financial Advisors
Pennsylvania
$440K -$58.5K -1,226 -12%
PFGIA
595
Patriot Financial Group Insurance Agency
Massachusetts
$434K +$413K +8,670 New
AFG
596
Atomi Financial Group
New York
$433K -$515K -10,797 -56%
DAS
597
Dynamic Advisor Solutions
Arizona
$432K +$105K +2,194 +34%
Neuberger Berman Group
598
Neuberger Berman Group
New York
$426K -$126K -2,638 -24%
CASC
599
Coppell Advisory Solutions Corp
Texas
$424K +$403K +8,463 New
EWA
600
Exencial Wealth Advisors
Oklahoma
$420K -$191 -4 -0%