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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWMG
651
Barnes Wealth Management Group
California
$758K -$104K -1,798 -12%
KCM
652
KM Capital Management
Texas
$758K -$266K -4,589 -27%
BCMLT
653
Beacon Capital Management LLC (Tennessee)
Tennessee
$752K +$374K +6,447 +94%
HCC
654
Hirtle Callaghan & Co
Pennsylvania
$752K -$348 -6 -0%
WAM
655
Wallington Asset Management
Indiana
$751K +$22.6K +390 +3%
SAW
656
Signal Advisors Wealth
Michigan
$749K -$198K -3,411 -20%
EFG
657
Embree Financial Group
Illinois
$745K +$2.67K +46 +0.4%
RT
658
Rockland Trust
Massachusetts
$741K -$190K -3,281 -20%
LIA
659
LBMC Investment Advisors
Tennessee
$738K -$32.3K -557 -4%
SWA
660
Serenus Wealth Advisors
California
$737K +$870 +15 +0.1%
Renaissance Technologies
661
Renaissance Technologies
New York
$730K +$748K +12,900 New
SCA
662
Snowden Capital Advisors
New York
$722K +$8.24K +142 +1%
EWA
663
EverSource Wealth Advisors
Alabama
$722K +$2.61K +45 +0.4%
First Trust Advisors
664
First Trust Advisors
Illinois
$721K +$45.5K +785 +7%
CP
665
Castleview Partners
Texas
$720K +$31.2K +538 +4%
NW
666
NewEdge Wealth
Pennsylvania
$712K +$58.4K +1,006 +9%
GC
667
Grimes & Company
Massachusetts
$707K +$2.55K +44 +0.4%
KA
668
Kovack Advisors
Florida
$700K +$3.48K +60 +0.5%
MG
669
Mather Group
Illinois
$695K +$50.5K +871 +8%
EWA
670
Exencial Wealth Advisors
Oklahoma
$692K -$232 -4 -0%
WWM
671
Waterway Wealth Management
Texas
$690K +$707K +12,190 New
IPW
672
Impact Partnership Wealth
Georgia
$686K -$164K -2,833 -19%
4A
673
4Wealth Advisors
Illinois
$684K -$9.57K -165 -1%
KFS
674
Kirkwood Financial Services
Texas
$682K +$2.55K +44 +0.4%
ACM
675
Advance Capital Management
Michigan
$678K -$108K -1,858 -13%