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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SEIA
651
Signature Estate & Investment Advisors
California
$824K -$54.6K -913 -6%
HAS
652
HBW Advisory Services
California
$820K +$112K +1,869 +16%
RT
653
Rockland Trust
Massachusetts
$816K +$19.9K +333 +3%
BWM
654
BCGM Wealth Management
Indiana
$813K -$23.8K -398 -3%
GM
655
GeoWealth Management
Illinois
$811K -$122K -2,032 -13%
CWA
656
Crusonia Wealth Advisors
Colorado
$811K +$799K +13,344 New
RDFA
657
Ritter Daniher Financial Advisory
Ohio
$810K -$30.6K -512 -4%
HCC
658
Hirtle Callaghan & Co
Pennsylvania
$808K
CP
659
Castleview Partners
Texas
$807K +$32K +534 +4%
IPW
660
Impact Partnership Wealth
Georgia
$804K +$65.5K +1,095 +9%
EFG
661
Embree Financial Group
Illinois
$803K +$3.29K +55 +0.4%
WAM
662
Wallington Asset Management
Indiana
$802K -$4.19K -70 -0.5%
LIA
663
LBMC Investment Advisors
Tennessee
$797K +$3.29K +55 +0.4%
CL
664
Choreo LLC
Illinois
$793K -$114K -1,908 -13%
SWA
665
Serenus Wealth Advisors
California
$793K +$1.2K +20 +0.2%
KCM
666
KM Capital Management
Texas
$782K +$16.5K +276 +2%
AWA
667
Asempa Wealth Advisors
Louisiana
$773K -$79K -1,320 -9%
BCM
668
BTC Capital Management
Iowa
$771K +$759K +12,687 New
ACM
669
Advance Capital Management
Michigan
$768K +$39.4K +659 +6%
NW
670
NewEdge Wealth
Pennsylvania
$765K +$60 +1 +0%
GC
671
Grimes & Company
Massachusetts
$765K +$4.79K +80 +0.6%
FFA
672
Frazier Financial Advisors
Ohio
$763K -$83K -1,387 -10%
CT
673
Caldwell Trust
Florida
$763K -$67.3K -1,125 -8%
WS
674
Wedbush Securities
California
$761K +$113K +1,880 +18%
PFS
675
Prospect Financial Services
New York
$757K +$107K +1,786 +17%