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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TWP
676
Triad Wealth Partners
Kansas
$746K +$15.9K +266 +2%
BFA
677
Bill Few Associates
Pennsylvania
$745K +$159K +2,656 +28%
DWA
678
Davis Wealth Advisors
New Hampshire
$745K +$733K +12,248 New
4A
679
4Wealth Advisors
Illinois
$745K -$2.63K -44 -0.4%
WWM
680
Waterway Wealth Management
Texas
$741K
EP
681
Edgestream Partners
New Jersey
$721K +$350K +5,844 +97%
BFG
682
Beacon Financial Group
Texas
$717K
MP
683
McDonald Partners
Ohio
$712K
KA
684
Kovack Advisors
Florida
$711K -$42K -701 -6%
DWM
685
Drive Wealth Management
Utah
$711K +$84.7K +1,416 +14%
SWMG
686
Sanchez Wealth Management Group
Florida
$699K -$125K -2,081 -15%
HAG
687
HF Advisory Group
Maryland
$692K +$44.2K +738 +7%
VPWA
688
Vestia Personal Wealth Advisors
Indiana
$687K -$958 -16 -0.1%
BAMG
689
Brand Asset Management Group
Missouri
$686K +$1.14K +19 +0.2%
CIBC World Market
690
CIBC World Market
Ontario, Canada
$684K +$323K +5,400 +92%
CIC
691
Carnegie Investment Counsel
Ohio
$681K -$3.17K -53 -0.5%
WG
692
Warner Group
Connecticut
$678K +$667K +11,147 New
LWM
693
Liberty Wealth Management
California
$675K
PWM
694
PMG Wealth Management
Illinois
$673K
DE
695
Diversified Enterprises
Delaware
$665K -$2.1K -35 -0.3%
MSWM
696
McGlone Suttner Wealth Management
Wisconsin
$654K +$60 +1 +0%
PFA
697
Perryman Financial Advisory
Texas
$653K +$299 +5 +0%
MG
698
Mather Group
Illinois
$652K -$93.5K -1,563 -13%
Vanguard Advisers Inc
699
Vanguard Advisers Inc
Pennsylvania
$651K +$3.17K +53 +0.5%
RPC
700
Rossmore Private Capital
Connecticut
$650K