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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FI
601
Financial Insights
Washington
$947K +$41.6K +740 +5%
SAW
602
Signal Advisors Wealth
Michigan
$946K +$225K +4,000 +32%
AWA
603
Asempa Wealth Advisors
Louisiana
$945K +$935K +16,640 New
RWM
604
RKL Wealth Management
Pennsylvania
$945K +$24.3K +433 +3%
LTL
605
Lowery Thomas LLC
California
$944K +$99.8K +1,777 +12%
MIAS
606
Mason Investment Advisory Services
Virginia
$944K +$1.63K +29 +0.2%
ICMP
607
Integrated Capital Management (Pennsylvania)
Pennsylvania
$942K +$40.5K +721 +5%
SWM
608
Sherman Wealth Management
Maryland
$932K +$922K +16,408 New
RT
609
Rockland Trust
Massachusetts
$930K -$76.1K -1,354 -8%
OCBCO
610
Oversea-Chinese Banking Corp (OCBC)
Singapore
$923K -$84.3K -1,500 -8%
BTWM
611
Baker Tilly Wealth Management
Wisconsin
$921K +$49.2K +875 +6%
HC
612
Headland Capital
South Carolina
$918K +$9.66K +172 +1%
BF
613
BOK Financial
Oklahoma
$911K -$30K -534 -3%
Kovitz Investment Group Partners
614
Kovitz Investment Group Partners
Illinois
$910K -$5.1M -90,843 -85%
IF
615
Ironwood Financial
Arizona
$906K -$843 -15 -0.1%
SAM
616
Sequent Asset Management
Texas
$902K +$25.3K +450 +3%
LBC
617
Lowe Brockenbrough & Co
Virginia
$902K
Brown Advisory
618
Brown Advisory
Maryland
$880K +$242K +4,307 +38%
MWM
619
MGB Wealth Management
Texas
$880K +$210K +3,730 +32%
SWA
620
SFMG Wealth Advisors
Texas
$879K
GGS
621
Galvin Gaustad & Stein
Arizona
$870K +$861K +15,322 New
MAWCM
622
Mine & Arao Wealth Creation & Management
California
$865K -$3.31K -59 -0.4%
TWP
623
Triad Wealth Partners
Kansas
$864K +$60.8K +1,083 +8%
BWMG
624
Barnes Wealth Management Group
California
$863K -$34K -605 -4%
CFS
625
Coordinated Financial Services
Colorado
$863K +$19.7K +351 +2%