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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ICMP
626
Integrated Capital Management (Pennsylvania)
Pennsylvania
$931K -$53.5K -894 -6%
NFG
627
Nations Financial Group
Iowa
$931K +$4.19K +70 +0.5%
FWM
628
ForthRight Wealth Management
Georgia
$930K +$120 +2 +0%
IAS
629
Insigneo Advisory Services
Florida
$929K +$655K +10,941 +252%
MAWCM
630
Mine & Arao Wealth Creation & Management
California
$927K +$2.04K +34 +0.2%
GA
631
Greenspring Advisors
Maryland
$926K +$14.4K +241 +2%
RWM
632
RKL Wealth Management
Pennsylvania
$923K +$3.89K +65 +0.4%
JFG
633
Jefferies Financial Group
New York
$912K +$898K +15,000 New
WAG
634
Wallace Advisory Group
California
$908K +$237K +3,963 +36%
JMBA
635
J. M. Brown & Associates
Oklahoma
$907K +$893K +14,928 New
BTWM
636
Baker Tilly Wealth Management
Wisconsin
$892K -$44.5K -744 -5%
First Trust Advisors
637
First Trust Advisors
Illinois
$883K +$107K +1,790 +14%
IAS
638
IMA Advisory Services
Colorado
$883K +$869K +14,519 New
LSA
639
Lansing Street Advisors
Pennsylvania
$870K +$2.99K +50 +0.4%
RF
640
Rossby Financial
Florida
$869K +$144K +2,408 +20%
PPC
641
Pennington Partners & Co
Maryland
$867K – – –
FNBOO
642
First National Bank of Omaha
Nebraska
$866K – – –
RFN
643
RDA Financial Network
Iowa
$860K +$44.8K +748 +6%
TCBWMS
644
Texas Capital Bank Wealth Management Services
Texas
$854K -$2.99K -50 -0.4%
BWMG
645
Barnes Wealth Management Group
California
$853K +$38.6K +645 +5%
LF
646
Lantz Financial
Illinois
$851K -$479 -8 -0.1%
LAA
647
Liberty Atlantic Advisors
Texas
$847K +$335K +5,590 +67%
SAG
648
SageView Advisory Group
California
$842K -$3.11K -52 -0.4%
CA
649
Calton & Associates
Florida
$835K -$280K -4,677 -25%
KWA
650
Kingswood Wealth Advisors
California
$832K -$184K -3,075 -18%