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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HCC
576
Hirtle Callaghan & Co
Pennsylvania
$755K -$15.3K -288 -2%
PI
577
PFG Investments
New York
$749K +$30K +564 +4%
BWM
578
BCGM Wealth Management
Indiana
$749K -$39.5K -743 -5%
FI
579
Financial Insights
Washington
$748K +$6.86K +129 +0.9%
AC
580
AWM Capital
Arizona
$746K +$5K +94 +0.6%
Pathstone Holdings
581
Pathstone Holdings
New Jersey
$746K +$21K +395 +3%
PGF
582
Plan Group Financial
Oklahoma
$740K -$13.1K -246 -2%
SAG
583
SageView Advisory Group
California
$724K +$343K +6,440 +84%
CRI
584
Colonial River Investments
Virginia
$722K -$2.06M -38,731 -73%
GJIA
585
Glass Jacobson Investment Advisors
Maryland
$702K +$17.5K +328 +2%
CF
586
Centaurus Financial
California
$701K -$949K -17,844 -57%
LF
587
Lantz Financial
Illinois
$697K -$53 -1 -0%
4A
588
4Wealth Advisors
Illinois
$696K +$725K +13,619 New
AZ
589
Alpha Zero
Florida
$696K +$724K +13,610 New
CT
590
Caldwell Trust
Florida
$694K +$20.5K +385 +3%
KCP
591
Kera Capital Partners
California
$692K +$721K +13,541 New
RWM
592
RKL Wealth Management
Pennsylvania
$690K +$481K +9,031 +203%
FNBOO
593
First National Bank of Omaha
Nebraska
$688K
FFA
594
Frazier Financial Advisors
Ohio
$686K -$21.8K -409 -3%
LIA
595
LBMC Investment Advisors
Tennessee
$684K +$4.58K +86 +0.6%
BAM
596
Belpointe Asset Management
Nevada
$681K +$116K +2,176 +20%
WAG
597
Wallace Advisory Group
California
$674K -$38.5K -723 -5%
PB
598
Pinnacle Bancorp
Nebraska
$672K +$236K +4,426 +51%
GAG
599
GM Advisory Group
New York
$670K
EFG
600
Embree Financial Group
Illinois
$668K +$4.15K +78 +0.6%