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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BA
676
Bluesphere Advisors
Pennsylvania
$433K
EWA
677
Exencial Wealth Advisors
Oklahoma
$430K +$372 +7 +0.1%
DCM
678
DGS Capital Management
New Jersey
$430K -$692 -13 -0.2%
BBNA
679
Bremer Bank National Association
Minnesota
$427K +$9.9K +186 +2%
RIA
680
Regal Investment Advisors
Michigan
$425K -$849K -15,960 -66%
PFA
681
Portland Financial Advisors
New York
$424K +$441K +8,290 New
PFS
682
Prospect Financial Services
New York
$423K +$441K +8,281 New
Empower Advisory Group
683
Empower Advisory Group
Colorado
$421K -$376K -7,068 -46%
BFS
684
BridgePort Financial Solutions
Iowa
$420K +$429K +8,056 New
AWA
685
Acorn Wealth Advisors
Michigan
$419K -$68.1K -1,279 -13%
WAM
686
WNY Asset Management
New York
$415K -$57.4K -1,079 -12%
CAS
687
Coppell Advisory Solutions
Texas
$413K +$103K +1,937 +31%
FFBTD
688
First Financial Bank - Trust Division
Ohio
$412K
RPC
689
Rossmore Private Capital
Connecticut
$411K +$80.1K +1,505 +23%
CCA
690
Clarity Capital Advisors
Florida
$410K
BI
691
Ballast Inc
Kentucky
$409K -$4.42K -83 -1%
WGCA
692
Wolf Group Capital Advisors
Virginia
$409K
CAG
693
Csenge Advisory Group
Florida
$408K -$819K -15,395 -66%
SF
694
Safeguard Financial
Wisconsin
$402K -$187K -3,516 -31%
LIA
695
Lynx Investment Advisory
District of Columbia
$402K +$2.82K +53 +0.7%
AWM
696
Aviso Wealth Management
Washington
$400K -$2.39K -45 -0.6%
LWM
697
Liberty Wealth Management
California
$400K +$52.5K +987 +14%
MA
698
MCF Advisors
Kentucky
$397K
HVIA
699
Hudson Valley Investment Advisors
New York
$397K -$22.3K -420 -5%
TI
700
Truepoint Inc
Ohio
$397K -$17.4K -327 -4%