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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DAS
751
Dynamic Advisor Solutions
Arizona
$315K -$121K -2,265 -27%
KIM
752
Kestra Investment Management
Texas
$315K +$327K +6,150 New
S
753
SignatureFD
Georgia
$314K +$49.4K +928 +18%
LFA
754
LGT Financial Advisors
Texas
$314K +$39.2K +736 +14%
BI
755
Berkeley Inc
Idaho
$312K -$325K -6,104 -50%
RYIA
756
Roehl & Yi Investment Advisors
Oregon
$310K +$322K +6,060 New
ESB
757
Essex Savings Bank
Connecticut
$305K +$77.4K +1,455 +32%
CA
758
Continuum Advisory
Idaho
$305K +$213 +4 +0.1%
GA
759
GoalVest Advisory
New York
$303K
PIA
760
Pinion Investment Advisors
Kansas
$303K
WIM
761
WealthPlan Investment Management
Nebraska
$302K +$11.5K +217 +4%
SWIM
762
Smallwood Wealth Investment Management
New Jersey
$301K -$90.3K -1,697 -22%
AWM
763
Apollon Wealth Management
South Carolina
$301K -$7.66K -144 -2%
SWA
764
Sax Wealth Advisors
New Jersey
$300K +$312K +5,872 New
HFO
765
Heritage Family Offices
Arizona
$298K +$310K +5,820 New
FCT
766
First Community Trust
Iowa
$297K
Vanguard Group
767
Vanguard Group
Pennsylvania
$297K -$22.9K -430 -7%
MAM
768
MMA Asset Management
Pennsylvania
$296K +$309K +5,798 New
RFA
769
Reyes Financial Architecture
California
$294K +$306K +5,747 New
MCCP
770
Mission Creek Capital Partners
California
$294K
SG
771
Sharper & Granite
California
$293K -$5.32K -100 -2%
DW30
772
Drucker Wealth 3.0
New Jersey
$293K -$25K -469 -8%
CB
773
Chris Bulman
California
$292K -$6.07K -114 -2%
CG
774
Caprock Group
Idaho
$291K +$303K +5,686 New
CWP
775
Concord Wealth Partners
Virginia
$290K +$16.1K +303 +6%