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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LWM
676
Liberty Wealth Management
California
$677K +$38K +677 +6%
EP
677
Edgestream Partners
New Jersey
$671K +$663K +11,806 New
BFG
678
Beacon Financial Group
Texas
$670K
HAS
679
HBW Advisory Services
California
$661K +$24.5K +436 +4%
FGA
680
Fortis Group Advisors
New Jersey
$660K -$899 -16 -0.1%
MP
681
McDonald Partners
Ohio
$660K -$49.9K -888 -7%
UBS AM
682
UBS AM
Illinois
$659K +$651K +11,593 New
NW
683
NewEdge Wealth
Pennsylvania
$658K +$1.63K +29 +0.3%
SFC
684
Strategic Financial Concepts
Texas
$656K -$55.6M -989,429 -99%
VPWA
685
Vestia Personal Wealth Advisors
Indiana
$654K -$2.13K -38 -0.3%
MG
686
Mather Group
Illinois
$649K -$6.18K -110 -1%
WS
687
Wedbush Securities
California
$642K +$42.2K +751 +7%
CIC
688
Carnegie Investment Counsel
Ohio
$640K +$29.2K +520 +5%
DWM
689
Drive Wealth Management
Utah
$633K -$209K -3,714 -25%
SC
690
Syon Capital
California
$632K
AWMI
691
Aegis Wealth Management (Iowa)
Iowa
$630K +$623K +11,086 New
JCM
692
Jacobi Capital Management
Pennsylvania
$627K -$4.38K -78 -0.7%
MMA
693
Miracle Mile Advisors
California
$626K +$13.5K +240 +2%
DE
694
Diversified Enterprises
Delaware
$622K +$1.35K +24 +0.2%
PWM
695
PMG Wealth Management
Illinois
$617K
SEI Investments
696
SEI Investments
Pennsylvania
$607K +$51K +908 +9%
RIA
697
Realta Investment Advisors
Delaware
$602K -$53.8K -957 -8%
IMC Chicago
698
IMC Chicago
Illinois
$602K +$596K +10,600 New
ST
699
Smithfield Trust
Pennsylvania
$600K
DA
700
Detalus Advisors
Missouri
$599K