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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
First Trust Advisors
676
First Trust Advisors
Illinois
$679K +$22.7K +404 +3%
LWM
677
Liberty Wealth Management
California
$677K +$38K +677 +6%
EP
678
Edgestream Partners
New Jersey
$671K +$663K +11,806 New
BFG
679
Beacon Financial Group
Texas
$670K – – –
HAS
680
HBW Advisory Services
California
$661K +$24.5K +436 +4%
FGA
681
Fortis Group Advisors
New Jersey
$660K -$899 -16 -0.1%
MP
682
McDonald Partners
Ohio
$660K -$49.9K -888 -7%
UBS AM
683
UBS AM
Illinois
$659K +$651K +11,593 New
NW
684
NewEdge Wealth
Pennsylvania
$658K +$1.63K +29 +0.3%
SFC
685
Strategic Financial Concepts
Texas
$656K -$55.6M -989,429 -99%
VPWA
686
Vestia Personal Wealth Advisors
Indiana
$654K -$2.13K -38 -0.3%
MG
687
Mather Group
Illinois
$649K -$6.18K -110 -1%
WS
688
Wedbush Securities
California
$642K +$42.2K +751 +7%
CIC
689
Carnegie Investment Counsel
Ohio
$640K +$29.2K +520 +5%
DWM
690
Drive Wealth Management
Utah
$633K -$209K -3,714 -25%
SC
691
Syon Capital
California
$632K – – –
AWMI
692
Aegis Wealth Management (Iowa)
Iowa
$630K +$623K +11,086 New
JCM
693
Jacobi Capital Management
Pennsylvania
$627K -$4.38K -78 -0.7%
MMA
694
Miracle Mile Advisors
California
$626K +$13.5K +240 +2%
DE
695
Diversified Enterprises
Delaware
$622K +$1.35K +24 +0.2%
PWM
696
PMG Wealth Management
Illinois
$617K – – –
SEI Investments
697
SEI Investments
Pennsylvania
$607K +$51K +908 +9%
RIA
698
Realta Investment Advisors
Delaware
$602K -$53.8K -957 -8%
IMC Chicago
699
IMC Chicago
Illinois
$602K +$596K +10,600 New
ST
700
Smithfield Trust
Pennsylvania
$600K – – –