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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GAG
626
GM Advisory Group
New York
$686K – – –
CP
627
Castleview Partners
Texas
$684K -$650 -13 -0.1%
EFG
628
Embree Financial Group
Illinois
$680K -$5.9K -118 -0.9%
SWA
629
Serenus Wealth Advisors
California
$678K +$999 +20 +0.2%
HA
630
Herold Advisors
New York
$672K +$94.7K +1,894 +17%
LWM
631
LeConte Wealth Management
Tennessee
$669K -$89.5K -1,791 -12%
4A
632
4Wealth Advisors
Illinois
$664K +$4.65K +93 +0.7%
HAG
633
HF Advisory Group
Maryland
$662K +$13.7K +275 +2%
CFG
634
Copley Financial Group
California
$648K +$46.1K +922 +8%
GC
635
Grimes & Company
Massachusetts
$645K +$2.85K +57 +0.5%
WSWA
636
Warren Street Wealth Advisors
California
$644K +$10.4K +209 +2%
RIA
637
Realta Investment Advisors
Delaware
$643K +$284K +5,689 +86%
Brown Advisory
638
Brown Advisory
Maryland
$641K -$600 -12 -0.1%
MG
639
Mather Group
Illinois
$640K +$256K +5,126 +72%
BTWM
640
Brass Tax Wealth Management
Ohio
$637K +$609K +12,177 New
JCM
641
Jacobi Capital Management
Pennsylvania
$637K -$26.2M -524,057 -98%
6F
642
626 Financial
Michigan
$629K – – –
IFPL
643
Investments & Financial Planning LLC
Kentucky
$628K +$2.25K +45 +0.4%
BFG
644
Beacon Financial Group
Texas
$617K – – –
PFGIA
645
Patriot Financial Group Insurance Agency
Massachusetts
$610K -$15.6K -313 -3%
SC
646
Syon Capital
California
$609K -$411K -8,227 -41%
EAM
647
Empirical Asset Management
Massachusetts
$608K +$22.6K +453 +4%
NW
648
NewEdge Wealth
Pennsylvania
$605K +$127K +2,543 +29%
FGA
649
Fortis Group Advisors
New Jersey
$602K +$44.6K +892 +8%
First Trust Advisors
650
First Trust Advisors
Illinois
$596K +$1.4K +28 +0.2%