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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MAWCM
626
Mine & Arao Wealth Creation & Management
California
$927K +$2.04K +34 +0.2%
GA
627
Greenspring Advisors
Maryland
$926K +$14.4K +241 +2%
RWM
628
RKL Wealth Management
Pennsylvania
$923K +$3.89K +65 +0.4%
JFG
629
Jefferies Financial Group
New York
$912K +$898K +15,000 New
WAG
630
Wallace Advisory Group
California
$908K +$237K +3,963 +36%
JMBA
631
J. M. Brown & Associates
Oklahoma
$907K +$893K +14,928 New
BTWM
632
Baker Tilly Wealth Management
Wisconsin
$892K -$44.5K -744 -5%
First Trust Advisors
633
First Trust Advisors
Illinois
$883K +$107K +1,790 +14%
IAS
634
IMA Advisory Services
Colorado
$883K +$869K +14,519 New
LSA
635
Lansing Street Advisors
Pennsylvania
$870K +$2.99K +50 +0.4%
RF
636
Rossby Financial
Florida
$869K +$144K +2,408 +20%
PPC
637
Pennington Partners & Co
Maryland
$867K
FNBOO
638
First National Bank of Omaha
Nebraska
$866K
RFN
639
RDA Financial Network
Iowa
$860K +$44.8K +748 +6%
TCBWMS
640
Texas Capital Bank Wealth Management Services
Texas
$854K -$2.99K -50 -0.4%
BWMG
641
Barnes Wealth Management Group
California
$853K +$38.6K +645 +5%
LF
642
Lantz Financial
Illinois
$851K -$479 -8 -0.1%
LAA
643
Liberty Atlantic Advisors
Texas
$847K +$335K +5,590 +67%
SAG
644
SageView Advisory Group
California
$842K -$3.11K -52 -0.4%
CA
645
Calton & Associates
Florida
$835K -$280K -4,677 -25%
KWA
646
Kingswood Wealth Advisors
California
$832K -$184K -3,075 -18%
IMC Chicago
647
IMC Chicago
Illinois
$827K +$359K +5,998 +79%
SEI Investments
648
SEI Investments
Pennsylvania
$827K +$146K +2,446 +22%
BF
649
BOK Financial
Oklahoma
$825K -$1.73M -28,832 -68%
CFO
650
Callan Family Office
Pennsylvania
$825K -$602K -10,061 -43%