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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TFA
576
Tobias Financial Advisors
Florida
$1.13M -$73.1K -1,302 -6%
PHWA
577
Petersen Hastings Wealth Advisors
Washington
$1.12M +$1.11M +19,723 New
PWM
578
Peck Wealth Management
New York
$1.1M -$73K -1,299 -6%
PFA
579
Pinnacle Family Advisors
Missouri
$1.1M +$1.09M +19,390 New
GT
580
Greenleaf Trust
Michigan
$1.09M – – –
Citadel Advisors
581
Citadel Advisors
Florida
$1.07M -$4.8M -85,424 -82%
RFC
582
Regions Financial Corp
Alabama
$1.05M +$25.1K +447 +2%
WA
583
Waystone Advisors
Washington
$1.05M +$1.04M +18,538 New
CTFG
584
Capstone Triton Financial Group
Oklahoma
$1.05M -$7.42K -132 -0.7%
SCM
585
Spring Capital Management
Texas
$1.05M – – –
PEWA
586
Pacific Excel Wealth Advisors
California
$1.04M +$1.03M +18,319 New
PGFG
587
Pine Grove Financial Group
Minnesota
$1.03M +$1.01M +18,049 New
WPW
588
Waldron Private Wealth
Pennsylvania
$1.02M – – –
WWM
589
Walser Wealth Management
Florida
$1.02M +$1.01M +17,921 New
WWM
590
WJ Wealth Management
Arizona
$1.01M -$9.78K -174 -1%
MAG
591
M3 Advisory Group
Massachusetts
$998K +$41.4K +737 +4%
MGIA
592
Moneta Group Investment Advisors
Missouri
$996K -$391K -6,953 -28%
CCWM
593
Cassaday & Co Wealth Management
Virginia
$991K +$158K +2,813 +19%
RF
594
RHS Financial
California
$987K +$147K +2,620 +18%
KCM
595
KM Capital Management
Texas
$976K +$211K +3,752 +28%
CB
596
Community Bank
New York
$972K -$2.53K -45 -0.3%
WP
597
WealthPLAN Partners
Nebraska
$968K +$674 +12 +0.1%
JIC
598
Johnson Investment Counsel
Ohio
$967K +$135K +2,408 +16%
KWA
599
Kingswood Wealth Advisors
California
$960K +$125K +2,219 +15%
PS
600
Principal Securities
Iowa
$956K +$83.2K +1,481 +10%