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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FFA
676
Frazier Financial Advisors
Ohio
$763K -$83K -1,387 -10%
CT
677
Caldwell Trust
Florida
$763K -$67.3K -1,125 -8%
WS
678
Wedbush Securities
California
$761K +$113K +1,880 +18%
PFS
679
Prospect Financial Services
New York
$757K +$107K +1,786 +17%
TWP
680
Triad Wealth Partners
Kansas
$746K +$15.9K +266 +2%
BFA
681
Bill Few Associates
Pennsylvania
$745K +$159K +2,656 +28%
DWA
682
Davis Wealth Advisors
New Hampshire
$745K +$733K +12,248 New
4A
683
4Wealth Advisors
Illinois
$745K -$2.63K -44 -0.4%
WWM
684
Waterway Wealth Management
Texas
$741K – – –
KFS
685
Kirkwood Financial Services
Texas
$736K +$3.17K +53 +0.4%
EP
686
Edgestream Partners
New Jersey
$721K +$350K +5,844 +97%
BFG
687
Beacon Financial Group
Texas
$717K – – –
MP
688
McDonald Partners
Ohio
$712K – – –
KA
689
Kovack Advisors
Florida
$711K -$42K -701 -6%
DWM
690
Drive Wealth Management
Utah
$711K +$84.7K +1,416 +14%
SWMG
691
Sanchez Wealth Management Group
Florida
$699K -$125K -2,081 -15%
HAG
692
HF Advisory Group
Maryland
$692K +$44.2K +738 +7%
VPWA
693
Vestia Personal Wealth Advisors
Indiana
$687K -$958 -16 -0.1%
BAMG
694
Brand Asset Management Group
Missouri
$686K +$1.14K +19 +0.2%
CIBC World Market
695
CIBC World Market
Ontario, Canada
$684K +$323K +5,400 +92%
CIC
696
Carnegie Investment Counsel
Ohio
$681K -$3.17K -53 -0.5%
WG
697
Warner Group
Connecticut
$678K +$667K +11,147 New
LWM
698
Liberty Wealth Management
California
$675K – – –
PWM
699
PMG Wealth Management
Illinois
$673K – – –
DE
700
Diversified Enterprises
Delaware
$665K -$2.1K -35 -0.3%