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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RIA
726
Regal Investment Advisors
Michigan
$535K +$101K +1,791 +23%
OWA
727
OakTrust Wealth Advisors
Connecticut
$531K +$525K +9,344 New
LAA
728
Liberty Atlantic Advisors
Texas
$529K +$523K +9,313 New
ATPW
729
Ashton Thomas Private Wealth
Arizona
$524K -$34.7K -617 -6%
SIA
730
Soltis Investment Advisors
Utah
$521K +$179K +3,186 +53%
DF
731
Daviman Financial
Indiana
$520K +$514K +9,147 New
BC
732
Brio Consultants
California
$518K +$166K +2,962 +48%
DC
733
Darrow Company
Massachusetts
$517K -$22.9K -407 -4%
Vanguard Group
734
Vanguard Group
Pennsylvania
$515K +$21.2K +377 +4%
IP
735
Investment Partners
Ohio
$511K – – –
SWA
736
Sax Wealth Advisors
New Jersey
$506K +$170K +3,019 +51%
MW
737
MBL Wealth
North Carolina
$502K – – –
DC
738
Davenport & Co
Virginia
$500K +$194K +3,453 +65%
OP
739
ORG Partners
Indiana
$498K -$3.71K -66 -0.7%
FA
740
Fortis Advisors
Pennsylvania
$496K +$491K +8,736 New
TWM
741
Trueblood Wealth Management
Ohio
$496K +$2.13K +38 +0.4%
TPWA
742
Twin Peaks Wealth Advisors
California
$495K +$123K +2,198 +36%
CS
743
Crescent Sterling
Louisiana
$494K +$6.18K +110 +1%
BA
744
Bluesphere Advisors
Pennsylvania
$494K +$13.3K +237 +3%
DFG
745
Dynamic Financial Group
Iowa
$489K +$23.5K +419 +5%
ACA
746
Aptus Capital Advisors
Alabama
$486K +$76.3K +1,358 +19%
BWL
747
Bogart Wealth LLC
Virginia
$486K +$674 +12 +0.1%
KIA
748
Kraematon Investment Advisors
Massachusetts
$484K -$4.44K -79 -0.9%
TPF
749
Tribridge Partners Financial
Maryland
$484K +$232K +4,126 +94%
TBF
750
True Blue Financial
Michigan
$483K +$478K +8,508 New