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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IMC Chicago
651
IMC Chicago
Illinois
$827K +$359K +5,998 +79%
SEI Investments
652
SEI Investments
Pennsylvania
$827K +$146K +2,446 +22%
BF
653
BOK Financial
Oklahoma
$825K -$1.73M -28,832 -68%
CFO
654
Callan Family Office
Pennsylvania
$825K -$602K -10,061 -43%
SEIA
655
Signature Estate & Investment Advisors
California
$824K -$54.6K -913 -6%
HAS
656
HBW Advisory Services
California
$820K +$112K +1,869 +16%
RT
657
Rockland Trust
Massachusetts
$816K +$19.9K +333 +3%
BWM
658
BCGM Wealth Management
Indiana
$813K -$23.8K -398 -3%
GM
659
GeoWealth Management
Illinois
$811K -$122K -2,032 -13%
CWA
660
Crusonia Wealth Advisors
Colorado
$811K +$799K +13,344 New
RDFA
661
Ritter Daniher Financial Advisory
Ohio
$810K -$30.6K -512 -4%
HCC
662
Hirtle Callaghan & Co
Pennsylvania
$808K – – –
CP
663
Castleview Partners
Texas
$807K +$32K +534 +4%
IPW
664
Impact Partnership Wealth
Georgia
$804K +$65.5K +1,095 +9%
EFG
665
Embree Financial Group
Illinois
$803K +$3.29K +55 +0.4%
WAM
666
Wallington Asset Management
Indiana
$802K -$4.19K -70 -0.5%
LIA
667
LBMC Investment Advisors
Tennessee
$797K +$3.29K +55 +0.4%
CL
668
Choreo LLC
Illinois
$793K -$114K -1,908 -13%
SWA
669
Serenus Wealth Advisors
California
$793K +$1.2K +20 +0.2%
KCM
670
KM Capital Management
Texas
$782K +$16.5K +276 +2%
AWA
671
Asempa Wealth Advisors
Louisiana
$773K -$79K -1,320 -9%
BCM
672
BTC Capital Management
Iowa
$771K +$759K +12,687 New
ACM
673
Advance Capital Management
Michigan
$768K +$39.4K +659 +6%
NW
674
NewEdge Wealth
Pennsylvania
$765K +$60 +1 +0%
GC
675
Grimes & Company
Massachusetts
$765K +$4.79K +80 +0.6%