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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LWM
651
Liberty Wealth Management
California
$622K +$163K +3,027 +37%
HAS
652
HBW Advisory Services
California
$620K +$42.4K +787 +8%
Brown Advisory
653
Brown Advisory
Maryland
$619K -$56.7K -1,052 -9%
SC
654
Syon Capital
California
$615K -$28.4K -527 -5%
JCM
655
Jacobi Capital Management
Pennsylvania
$615K -$56.9K -1,057 -9%
CRI
656
Colonial River Investments
Virginia
$614K -$275K -5,107 -32%
WAG
657
Wallace Advisory Group
California
$607K +$17.6K +326 +3%
DE
658
Diversified Enterprises
Delaware
$604K +$47.1K +874 +9%
PWM
659
PMG Wealth Management
Illinois
$600K – – –
AWM
660
Aviso Wealth Management
Washington
$596K -$5.49K -102 -0.9%
MMA
661
Miracle Mile Advisors
California
$596K +$8.35K +155 +1%
CA
662
Continuum Advisory
Idaho
$596K -$162K -3,012 -22%
CIC
663
Carnegie Investment Counsel
Ohio
$594K – – –
BAMG
664
Brand Asset Management Group
Missouri
$590K +$574K +10,658 New
ST
665
Smithfield Trust
Pennsylvania
$584K – – –
WS
666
Wedbush Securities
California
$584K +$305K +5,672 +116%
DA
667
Detalus Advisors
Missouri
$583K – – –
CF
668
Centaurus Financial
California
$581K -$40.6K -754 -7%
LJAC
669
L.J. Altfest & Co
New York
$581K +$10K +186 +2%
HIP
670
HUB Investment Partners
Texas
$574K -$29.5K -547 -5%
PFS
671
Prospect Financial Services
New York
$566K +$51.1K +949 +10%
DCM
672
DGS Capital Management
New Jersey
$560K -$11.3K -209 -2%
PB
673
Pinnacle Bancorp
Nebraska
$552K -$41.6K -772 -7%
ATPW
674
Ashton Thomas Private Wealth
Arizona
$544K +$252K +4,671 +90%
SEI Investments
675
SEI Investments
Pennsylvania
$541K +$31.7K +588 +6%