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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFS
701
Compass Financial Services
Iowa
$420K +$42.7K +823 +11%
DFG
702
Dynamic Financial Group
Iowa
$419K +$78K +1,504 +22%
AWA
703
Acorn Wealth Advisors
Michigan
$419K
EWA
704
Exencial Wealth Advisors
Oklahoma
$418K -$11.4K -220 -3%
BFS
705
BridgePort Financial Solutions
Iowa
$413K +$1.35K +26 +0.3%
FFBTD
706
First Financial Bank - Trust Division
Ohio
$411K
RPC
707
Rossmore Private Capital
Connecticut
$411K
CCA
708
Clarity Capital Advisors
Florida
$410K
LIA
709
Lynx Investment Advisory
District of Columbia
$403K +$1.4K +27 +0.3%
PWP
710
PrairieView Wealth Partners
Illinois
$402K +$26.6K +512 +7%
FNBT
711
FineMark National Bank & Trust
Florida
$401K +$201K +3,885 +98%
OC
712
Oppenheimer & Co
New York
$399K -$4.28M -82,595 -91%
NFP
713
Narus Financial Partners
Utah
$398K +$18.7K +360 +5%
MA
714
MCF Advisors
Kentucky
$397K
RIA
715
Regal Investment Advisors
Michigan
$396K -$28.3K -545 -7%
OP
716
ORG Partners
Indiana
$396K +$401K +7,732 +40,695%
AWM
717
Aviso Wealth Management
Washington
$394K -$5.39K -104 -1%
SF
718
Safeguard Financial
Wisconsin
$394K -$7.26K -140 -2%
Jane Street
719
Jane Street
New York
$393K -$4.39M -84,638 -92%
WSFS
720
Wilmington Savings Fund Society
Delaware
$391K
WAM
721
WNY Asset Management
New York
$390K -$25.1K -483 -6%
GWM
722
GDS Wealth Management
Texas
$389K +$395K +7,613 New
FTWA
723
Fifth Third Wealth Advisors
Ohio
$387K +$393K +7,585 New
FTUS
724
Flow Traders U.S.
New York
$386K +$392K +7,561 New
ACA
725
Aptus Capital Advisors
Alabama
$381K +$93.7K +1,806 +32%