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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GFA
801
Gallagher Fiduciary Advisors
Illinois
$420K -$99.9K -1,669 -19%
WSWA
802
Warren Street Wealth Advisors
California
$420K -$17K -284 -4%
WA
803
Wealth Alliance
New York
$418K +$142K +2,369 +53%
Kovitz Investment Group Partners
804
Kovitz Investment Group Partners
Illinois
$418K -$7.84K -131 -2%
ES
805
ETF Store
Kansas
$415K +$898 +15 +0.2%
WI
806
Westbourne Investments
Virginia
$413K +$19.5K +325 +5%
QCM
807
QRG Capital Management
Illinois
$411K +$92.1K +1,539 +29%
GWMR
808
GC Wealth Management RIA
Massachusetts
$411K
EAM
809
Empirical Asset Management
Massachusetts
$409K -$29.4K -492 -7%
DAS
810
Dynamic Advisor Solutions
Arizona
$409K +$62.5K +1,045 +18%
PIS
811
POM Investment Strategies
North Carolina
$409K -$7.78K -130 -2%
JFG
812
JMG Financial Group
Illinois
$405K -$2.04K -34 -0.5%
TPWM
813
Twelve Points Wealth Management
Massachusetts
$403K +$14.1K +235 +4%
AllianceBernstein
814
AllianceBernstein
Tennessee
$401K
CFG
815
Cassilly Financial Group
Maryland
$401K -$21.5K -359 -5%
CFP
816
Cascade Financial Partners
California
$401K +$24.6K +411 +7%
SFG
817
Snider Financial Group
Washington
$400K -$75.7K -1,265 -16%
PW
818
PUREfi Wealth
Massachusetts
$400K +$60 +1 +0%
KCFA
819
Key Client Fiduciary Advisors
New Jersey
$400K
CWM
820
Centurion Wealth Management
Virginia
$400K +$394K +6,581 New
Russell Investments Group
821
Russell Investments Group
United Kingdom
$398K +$33.7K +563 +9%
EFS
822
Essex Financial Services
Connecticut
$397K +$391K +6,530 New
EFG
823
Everest Financial Group
Minnesota
$396K
JF
824
JMN Financial
Ohio
$396K -$2.93K -49 -0.7%
CPWA
825
Cerro Pacific Wealth Advisors
California
$394K -$32.5K -543 -8%