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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CIA
726
Cascade Investment Advisors
Oregon
$403K
TI
727
Truepoint Inc
Ohio
$402K
ACA
728
Aptus Capital Advisors
Alabama
$399K +$13.6K +253 +4%
DW30
729
Drucker Wealth 3.0
New Jersey
$399K -$14.4K -267 -4%
GM
730
GeoWealth Management
Illinois
$396K +$27K +502 +8%
AFO
731
Allie Family Office
Florida
$396K +$386K +7,159 New
WAS
732
Wealth Advisory Solutions
Indiana
$396K +$1.24K +23 +0.3%
SCM
733
SCS Capital Management
Massachusetts
$395K
KWM
734
Keebeck Wealth Management
Illinois
$394K
ISB
735
Iowa State Bank
Iowa
$393K
RPCONE
736
Retirement Planning Company of New England
Rhode Island
$391K -$10.7K -199 -3%
FWP
737
Firethorn Wealth Partners
Georgia
$391K +$380K +7,060 New
MWM
738
McMill Wealth Management
Nebraska
$390K
NL
739
NWAM LLC
Washington
$390K +$108 +2 +0%
MAG
740
Mayfair Advisory Group
Alabama
$388K
GAM
741
Grandview Asset Management
Pennsylvania
$386K +$7.54K +140 +2%
SL
742
Sentinus LLC
Illinois
$386K +$10.4K +193 +3%
Franklin Resources
743
Franklin Resources
California
$385K -$36.7M -682,287 -99%
WAM
744
WNY Asset Management
New York
$384K -$592 -11 -0.2%
MSF
745
Mustard Seed Financial
Arkansas
$383K -$5.12K -95 -1%
CG
746
Caprock Group
Idaho
$379K +$374K +6,939 New
CPWA
747
Cerro Pacific Wealth Advisors
California
$379K -$175K -3,258 -32%
VRM
748
Vectors Research Management
New York
$376K +$366K +6,798 New
ES
749
ETF Store
Kansas
$375K +$81.7K +1,518 +29%
GFG
750
Greystone Financial Group
Michigan
$375K