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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ST
801
Somerset Trust
Pennsylvania
$429K -$9.4K -157 -2%
SC
802
Syon Capital
California
$428K -$132K -2,202 -24%
DW30
803
Drucker Wealth 3.0
New Jersey
$427K -$96.3K -1,609 -19%
SWM
804
SHP Wealth Management
Massachusetts
$423K -$59.4K -992 -12%
AWA
805
Acorn Wealth Advisors
Michigan
$423K – – –
BBPWM
806
Blue Bell Private Wealth Management
Pennsylvania
$422K -$10.5K -176 -2%
GFA
807
Gallagher Fiduciary Advisors
Illinois
$420K -$99.9K -1,669 -19%
WSWA
808
Warren Street Wealth Advisors
California
$420K -$17K -284 -4%
WA
809
Wealth Alliance
New York
$418K +$142K +2,369 +53%
Kovitz Investment Group Partners
810
Kovitz Investment Group Partners
Illinois
$418K -$7.84K -131 -2%
ES
811
ETF Store
Kansas
$415K +$898 +15 +0.2%
WI
812
Westbourne Investments
Virginia
$413K +$19.5K +325 +5%
QCM
813
QRG Capital Management
Illinois
$411K +$92.1K +1,539 +29%
GWMR
814
GC Wealth Management RIA
Massachusetts
$411K – – –
EAM
815
Empirical Asset Management
Massachusetts
$409K -$29.4K -492 -7%
DAS
816
Dynamic Advisor Solutions
Arizona
$409K +$62.5K +1,045 +18%
PIS
817
POM Investment Strategies
North Carolina
$409K -$7.78K -130 -2%
JFG
818
JMG Financial Group
Illinois
$405K -$2.04K -34 -0.5%
TPWM
819
Twelve Points Wealth Management
Massachusetts
$403K +$14.1K +235 +4%
AllianceBernstein
820
AllianceBernstein
Tennessee
$401K – – –
CFG
821
Cassilly Financial Group
Maryland
$401K -$21.5K -359 -5%
CFP
822
Cascade Financial Partners
California
$401K +$24.6K +411 +7%
SFG
823
Snider Financial Group
Washington
$400K -$75.7K -1,265 -16%
PW
824
PUREfi Wealth
Massachusetts
$400K +$60 +1 +0%
KCFA
825
Key Client Fiduciary Advisors
New Jersey
$400K – – –