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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RPCONE
801
Retirement Planning Company of New England
Rhode Island
$400K +$580 +10 +0.1%
AWM
802
Aviso Wealth Management
Washington
$399K -$57.4K -990 -12%
CPWA
803
Cerro Pacific Wealth Advisors
California
$397K -$36K -621 -8%
MAG
804
Mayfair Advisory Group
Alabama
$397K – – –
Kovitz Investment Group Partners
805
Kovitz Investment Group Partners
Illinois
$396K -$523K -9,010 -56%
CFG
806
Cassilly Financial Group
Maryland
$394K +$11.4K +196 +3%
MKW
807
Mullaney, Keating & Wright
Connecticut
$394K -$46.8K -806 -10%
AWA
808
Acorn Wealth Advisors
Michigan
$393K – – –
TI
809
Truepoint Inc
Ohio
$393K -$19.1K -329 -5%
CG
810
Caprock Group
Idaho
$393K – – –
PIS
811
POM Investment Strategies
North Carolina
$388K -$11.7M -201,458 -97%
FI
812
FWG Investments
Kentucky
$387K -$36.6K -631 -8%
ES
813
ETF Store
Kansas
$385K +$696 +12 +0.2%
SWGC
814
Summit Wealth Group (Colorado)
Colorado
$385K – – –
GWMR
815
GC Wealth Management RIA
Massachusetts
$382K – – –
AC
816
AlphaCore Capital
California
$381K -$186K -3,202 -32%
JFG
817
JMG Financial Group
Illinois
$379K – – –
CRI
818
Colonial River Investments
Virginia
$378K -$106K -1,819 -21%
ZI
819
ZEGA Investments
Florida
$378K +$163K +2,803 +72%
NAS
820
NWF Advisory Services
California
$378K +$75.2K +1,297 +24%
PW
821
PUREfi Wealth
Massachusetts
$373K -$41K -707 -10%
KCFA
822
Key Client Fiduciary Advisors
New Jersey
$372K +$2.03K +35 +0.5%
JF
823
JMN Financial
Ohio
$371K -$16.2K -279 -4%
EFG
824
Everest Financial Group
Minnesota
$369K +$378K +6,519 New
AP
825
Americana Partners
Texas
$367K +$986 +17 +0.3%