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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ICMP
576
Integrated Capital Management (Pennsylvania)
Pennsylvania
$878K +$567K +10,526 +197%
BWMG
577
Barnes Wealth Management Group
California
$874K -$86.1K -1,599 -9%
IF
578
Ironwood Financial
Arizona
$863K
SWA
579
SFMG Wealth Advisors
Texas
$856K +$834K +15,479 New
SAM
580
Sequent Asset Management
Texas
$853K
PS
581
Principal Securities
Iowa
$849K +$87.8K +1,630 +12%
BTWM
582
Baker Tilly Wealth Management
Wisconsin
$848K +$87.1K +1,618 +12%
MAWCM
583
Mine & Arao Wealth Creation & Management
California
$845K +$1.94K +36 +0.2%
LWA
584
Lantern Wealth Advisors
New York
$834K +$33.2K +616 +4%
EWA
585
Emergent Wealth Advisors
New York
$829K +$5.28K +98 +0.7%
WA
586
Wealthstream Advisors
New York
$826K
DWM
587
Drive Wealth Management
Utah
$822K -$55K -1,021 -6%
LTL
588
Lowery Thomas LLC
California
$821K -$28.5K -530 -3%
CFS
589
Coordinated Financial Services
Colorado
$821K +$57.1K +1,060 +8%
AC
590
AWM Capital
Arizona
$817K +$3.55K +66 +0.4%
RF
591
RHS Financial
California
$816K +$306K +5,683 +63%
LF
592
Lantz Financial
Illinois
$814K +$2.58K +48 +0.3%
KWA
593
Kingswood Wealth Advisors
California
$812K -$131K -2,436 -14%
CCWM
594
Cassaday & Co Wealth Management
Virginia
$809K
JIC
595
Johnson Investment Counsel
Ohio
$809K +$1.56K +29 +0.2%
AC
596
AIFG Consultants
New York
$808K -$1.4K -26 -0.2%
RDFA
597
Ritter Daniher Financial Advisory
Ohio
$806K +$772K +14,337 +6,206%
Pathstone Holdings
598
Pathstone Holdings
New Jersey
$801K +$21.5K +400 +3%
FWM
599
ForthRight Wealth Management
Georgia
$785K -$1.13K -21 -0.1%
TWP
600
Triad Wealth Partners
Kansas
$781K +$550K +10,210 +261%