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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KIA
751
Kraematon Investment Advisors
Massachusetts
$509K -$8.26K -138 -2%
CWM
752
Cahaba Wealth Management
Georgia
$508K +$59.3K +990 +13%
NFP
753
Narus Financial Partners
Utah
$506K +$30.3K +507 +6%
CFS
754
Compass Financial Services
Iowa
$505K +$658 +11 +0.1%
SWA
755
Sax Wealth Advisors
New Jersey
$503K +$180 +3 +0%
OWA
756
OakTrust Wealth Advisors
Connecticut
$500K +$1.38K +23 +0.3%
CS
757
Capital Square
Tennessee
$496K +$28.1K +469 +6%
FGA
758
Fortis Group Advisors
New Jersey
$493K +$27.6K +462 +6%
GWM
759
GDS Wealth Management
Texas
$490K
CCA
760
Clarity Capital Advisors
Florida
$488K
TFG
761
Tilson Financial Group
New Jersey
$486K +$1.08K +18 +0.2%
MKW
762
Mullaney, Keating & Wright
Connecticut
$483K +$59.4K +993 +14%
WAS
763
Wealth Advisory Solutions
Indiana
$483K +$2.87K +48 +0.6%
JWM
764
Johnson Wealth Management
North Dakota
$482K
CFP
765
Curran Financial Partners
South Carolina
$479K +$92.6K +1,547 +24%
DC
766
Darrow Company
Massachusetts
$478K +$1.38K +23 +0.3%
SSCA
767
South Shore Capital Advisors
Massachusetts
$476K
OKSA
768
O'Keefe Stevens Advisory
New York
$476K
T
769
Tidemark
California
$474K +$128K +2,137 +38%
DF
770
Daviman Financial
Indiana
$474K +$2.33K +39 +0.5%
KeyBank National Association
771
KeyBank National Association
Ohio
$472K +$202K +3,378 +77%
OC
772
Oarsman Capital
Wisconsin
$471K +$60 +1 +0%
SMA
773
Sage Mountain Advisors
Georgia
$466K
IC
774
Inscription Capital
Texas
$464K +$457K +7,640 New
FSAG
775
Financial Solutions Advisory Group
Illinois
$464K -$55.5K -928 -11%