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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
726
Cahaba Wealth Management
Georgia
$407K – – –
GFA
727
Gallagher Fiduciary Advisors
Illinois
$406K +$44.6K +828 +13%
PWP
728
PrairieView Wealth Partners
Illinois
$405K +$162 +3 +0%
CIA
729
Cascade Investment Advisors
Oregon
$403K – – –
TI
730
Truepoint Inc
Ohio
$402K – – –
ACA
731
Aptus Capital Advisors
Alabama
$399K +$13.6K +253 +4%
DW30
732
Drucker Wealth 3.0
New Jersey
$399K -$14.4K -267 -4%
GM
733
GeoWealth Management
Illinois
$396K +$27K +502 +8%
AFO
734
Allie Family Office
Florida
$396K +$386K +7,159 New
WAS
735
Wealth Advisory Solutions
Indiana
$396K +$1.24K +23 +0.3%
SCM
736
SCS Capital Management
Massachusetts
$395K – – –
KWM
737
Keebeck Wealth Management
Illinois
$394K – – –
ISB
738
Iowa State Bank
Iowa
$393K – – –
RPCONE
739
Retirement Planning Company of New England
Rhode Island
$391K -$10.7K -199 -3%
FWP
740
Firethorn Wealth Partners
Georgia
$391K +$380K +7,060 New
MWM
741
McMill Wealth Management
Nebraska
$390K – – –
NL
742
NWAM LLC
Washington
$390K +$108 +2 +0%
MAG
743
Mayfair Advisory Group
Alabama
$388K – – –
GAM
744
Grandview Asset Management
Pennsylvania
$386K +$7.54K +140 +2%
SL
745
Sentinus LLC
Illinois
$386K +$10.4K +193 +3%
Franklin Resources
746
Franklin Resources
California
$385K -$36.7M -682,287 -99%
WAM
747
WNY Asset Management
New York
$384K -$592 -11 -0.2%
MSF
748
Mustard Seed Financial
Arkansas
$383K -$5.12K -95 -1%
CG
749
Caprock Group
Idaho
$379K +$374K +6,939 New
CPWA
750
Cerro Pacific Wealth Advisors
California
$379K -$175K -3,258 -32%