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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
601
MGB Wealth Management
Texas
$668K +$2.82K +53 +0.4%
TW
602
TrinityPoint Wealth
Connecticut
$664K +$111K +2,080 +19%
FWM
603
ForthRight Wealth Management
Georgia
$663K +$160 +3 +0%
GA
604
Geller Advisors
New York
$662K
SWA
605
Serenus Wealth Advisors
California
$661K +$688K +12,924 New
WP
606
WealthPLAN Partners
Nebraska
$659K +$51.8K +973 +8%
IWB
607
Innovative Wealth Building
Maryland
$659K +$686K +12,893 New
HAG
608
HF Advisory Group
Maryland
$659K +$25.4K +477 +4%
MA
609
MKT Advisors
California
$658K +$23.1K +435 +4%
FPCP
610
Fort Point Capital Partners
California
$657K +$3.3K +62 +0.5%
MP
611
McDonald Partners
Ohio
$651K +$11.1K +208 +2%
First Trust Advisors
612
First Trust Advisors
Illinois
$648K -$3.15M -59,188 -82%
IMC Chicago
613
IMC Chicago
Illinois
$648K -$458K -8,605 -40%
Brown Advisory
614
Brown Advisory
Maryland
$631K -$78.3K -1,472 -11%
WSWA
615
Warren Street Wealth Advisors
California
$624K -$28.1K -528 -4%
GC
616
Grimes & Company
Massachusetts
$623K +$234K +4,403 +57%
VPWA
617
Vestia Personal Wealth Advisors
Indiana
$620K +$2.39K +45 +0.4%
HCM
618
Hengehold Capital Management
Ohio
$619K
6F
619
626 Financial
Michigan
$615K
KA
620
Kovack Advisors
Florida
$615K +$34.3K +644 +6%
DA
621
Detalus Advisors
Missouri
$608K -$2.71K -51 -0.4%
BFG
622
Beacon Financial Group
Texas
$603K
PFGIA
623
Patriot Financial Group Insurance Agency
Massachusetts
$600K +$70.6K +1,327 +13%
AG
624
Ascent Group
Virginia
$600K -$722K -13,575 -54%
CastleKeep Investment Advisors
625
CastleKeep Investment Advisors
Connecticut
$599K -$39.8K -748 -6%