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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RIS
676
Richmond Investment Services
Wisconsin
$670K -$35.4K -610 -5%
Bank of Montreal
677
Bank of Montreal
Ontario, Canada
$667K -$538K -9,283 -44%
BFG
678
Beacon Financial Group
Texas
$667K
GSEP
679
Golden State Equity Partners
California
$666K +$683K +11,769 New
MP
680
McDonald Partners
Ohio
$663K +$5.8K +100 +0.9%
TWP
681
Triad Wealth Partners
Kansas
$661K -$204K -3,513 -23%
HAS
682
HBW Advisory Services
California
$657K -$1.16K -20 -0.2%
WWM
683
Walser Wealth Management
Florida
$649K -$374K -6,451 -36%
CPC
684
Cadia Private Client
New Jersey
$642K +$176K +3,034 +36%
VPWA
685
Vestia Personal Wealth Advisors
Indiana
$640K +$3.13K +54 +0.5%
BAMG
686
Brand Asset Management Group
Missouri
$637K +$56.9K +981 +10%
CIC
687
Carnegie Investment Counsel
Ohio
$637K
SEI Investments
688
SEI Investments
Pennsylvania
$631K +$26.7K +460 +4%
PWM
689
PMG Wealth Management
Illinois
$626K +$11.7K +201 +2%
JCM
690
Jacobi Capital Management
Pennsylvania
$625K +$580 +10 +0.1%
DE
691
Diversified Enterprises
Delaware
$621K +$1.39K +24 +0.2%
WAG
692
Wallace Advisory Group
California
$621K -$62.8K -1,083 -9%
RIA
693
Realta Investment Advisors
Delaware
$616K +$16K +276 +3%
SFC
694
Strategic Financial Concepts
Texas
$612K -$42.1K -726 -6%
MSWM
695
McGlone Suttner Wealth Management
Wisconsin
$609K -$153K -2,646 -20%
PFA
696
Perryman Financial Advisory
Texas
$608K +$12.4K +214 +2%
RPC
697
Rossmore Private Capital
Connecticut
$605K -$81.2K -1,400 -12%
PFS
698
Prospect Financial Services
New York
$603K +$23K +396 +4%
Vanguard Advisers Inc
699
Vanguard Advisers Inc
Pennsylvania
$603K +$618K +10,658 New
HAG
700
HF Advisory Group
Maryland
$602K -$83.9K -1,446 -12%