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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CL
776
COWA LLC
Oklahoma
$449K -$16.9K -300 -4%
SB
777
Strategic Blueprint
Georgia
$448K -$101K -1,802 -19%
NWAG
778
Net Worth Advisory Group
Utah
$442K +$437K +7,786 New
MKW
779
Mullaney, Keating & Wright
Connecticut
$441K +$59.8K +1,065 +16%
CIA
780
Cascade Investment Advisors
Oregon
$439K +$25.3K +450 +6%
SMA
781
Sage Mountain Advisors
Georgia
$435K -$33K -588 -7%
NFP
782
Narus Financial Partners
Utah
$435K +$3.82K +68 +0.9%
CPWA
783
Cerro Pacific Wealth Advisors
California
$434K +$44.6K +794 +12%
PWP
784
PrairieView Wealth Partners
Illinois
$424K +$7.98K +142 +2%
FI
785
FWG Investments
Kentucky
$424K +$562 +10 +0.1%
ST
786
Somerset Trust
Pennsylvania
$423K -$2.08K -37 -0.5%
SSCA
787
South Shore Capital Advisors
Massachusetts
$419K +$415K +7,380 New
OSNBOA
788
Old Second National Bank of Aurora
Illinois
$418K +$58.3K +1,037 +16%
CWM
789
Cahaba Wealth Management
Georgia
$418K – – –
AllianceBernstein
790
AllianceBernstein
Tennessee
$417K +$412K +7,337 New
PW
791
PUREfi Wealth
Massachusetts
$414K +$165K +2,936 +67%
AIA
792
Acute Investment Advisory
Arizona
$413K -$58.9K -1,048 -13%
TI
793
Truepoint Inc
Ohio
$413K -$112 -2 -0%
RI
794
Ruggiero Investments
Florida
$413K +$408K +7,268 New
WAS
795
Wealth Advisory Solutions
Indiana
$411K +$4.94K +88 +1%
AFO
796
Allie Family Office
Florida
$407K – – –
VVP
797
Venture Visionary Partners
Ohio
$407K -$13.5K -240 -3%
AWM
798
Apollon Wealth Management
South Carolina
$406K +$402K +7,151 New
SCM
799
SCS Capital Management
Massachusetts
$405K – – –
KWM
800
Keebeck Wealth Management
Illinois
$404K – – –