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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ISB
801
Iowa State Bank
Iowa
$403K – – –
RPCONE
802
Retirement Planning Company of New England
Rhode Island
$401K -$449 -8 -0.1%
MWM
803
McMill Wealth Management
Nebraska
$401K – – –
DW30
804
Drucker Wealth 3.0
New Jersey
$400K -$9.33K -166 -2%
MAG
805
Mayfair Advisory Group
Alabama
$400K – – –
GAM
806
Grandview Asset Management
Pennsylvania
$399K +$2.3K +41 +0.6%
SW
807
SMART Wealth
Nebraska
$396K +$31.2K +555 +9%
AWA
808
Acorn Wealth Advisors
Michigan
$395K -$29.2K -519 -7%
Franklin Resources
809
Franklin Resources
California
$395K +$56 +1 +0%
CG
810
Caprock Group
Idaho
$394K – – –
WSWA
811
Warren Street Wealth Advisors
California
$391K -$323K -5,747 -46%
JF
812
JMN Financial
Ohio
$389K +$385K +6,844 New
BCMLT
813
Beacon Capital Management LLC (Tennessee)
Tennessee
$389K +$384K +6,843 New
SWGC
814
Summit Wealth Group (Colorado)
Colorado
$387K +$382K +6,804 New
ES
815
ETF Store
Kansas
$386K +$1.01K +18 +0.3%
GFG
816
Greystone Financial Group
Michigan
$385K – – –
CFG
817
Cassilly Financial Group
Maryland
$384K +$380K +6,765 New
CS
818
Capital Square
Tennessee
$384K +$44.3K +788 +13%
GWMR
819
GC Wealth Management RIA
Massachusetts
$384K – – –
CIA
820
Cape Investment Advisory
Georgia
$382K +$173K +3,085 +85%
EF
821
Empowered Funds
Pennsylvania
$382K +$378K +6,729 New
JFG
822
JMG Financial Group
Illinois
$380K +$84.6K +1,505 +29%
CAM
823
Costello Asset Management
Pennsylvania
$374K +$155K +2,754 +72%
FF
824
Fortitude Financial
Washington
$373K +$369K +6,566 New
TPWM
825
Twelve Points Wealth Management
Massachusetts
$373K – – –