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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HC
576
Headland Capital
South Carolina
$835K +$200 +4 +0%
LBC
577
Lowe Brockenbrough & Co
Virginia
$831K -$7.5K -150 -0.9%
MAG
578
M3 Advisory Group
Massachusetts
$831K -$37.6K -752 -5%
DWM
579
Drive Wealth Management
Utah
$831K -$19.6K -392 -2%
BMWM
580
Brown Miller Wealth Management
Virginia
$820K +$783K +15,676 New
SFS
581
Sowell Financial Services
Arkansas
$819K -$62.3K -1,247 -7%
LFAS
582
Level Four Advisory Services
Texas
$816K +$19.1K +383 +3%
SAM
583
Sequent Asset Management
Texas
$807K -$33.8K -676 -4%
LTL
584
Lowery Thomas LLC
California
$804K -$114K -2,280 -13%
MAWCM
585
Mine & Arao Wealth Creation & Management
California
$798K +$1.85K +37 +0.2%
IF
586
Ironwood Financial
Arizona
$797K
FI
587
Financial Insights
Washington
$792K -$1.5K -30 -0.2%
Jane Street
588
Jane Street
New York
$787K +$367K +7,340 +95%
WA
589
Wealthstream Advisors
New York
$782K
EWA
590
Emergent Wealth Advisors
New York
$779K -$79.9K -1,598 -10%
BWL
591
Bogart Wealth LLC
Virginia
$777K +$2.7K +54 +0.4%
ACM
592
Advance Capital Management
Michigan
$774K +$450 +9 +0.1%
PI
593
PFG Investments
New York
$774K +$8.55K +171 +1%
Thrivent Financial for Lutherans
594
Thrivent Financial for Lutherans
Minnesota
$774K -$30.1M -602,370 -98%
HAM
595
Hickory Asset Management
Ohio
$771K -$19.8K -396 -3%
AC
596
AWM Capital
Arizona
$770K +$3.45K +69 +0.5%
LF
597
Lantz Financial
Illinois
$767K +$49.9K +998 +7%
CCWM
598
Cassaday & Co Wealth Management
Virginia
$765K -$61.8K -1,236 -8%
AC
599
AIFG Consultants
New York
$765K -$55K -1,101 -7%
JIC
600
Johnson Investment Counsel
Ohio
$763K -$639K -12,783 -47%