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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EPM
851
Elm Partners Management
Pennsylvania
$259K +$252K +4,674 New
TA
852
Tactive Advisors
Florida
$255K -$21.5K -400 -8%
HWM
853
HB Wealth Management
Georgia
$254K +$247K +4,592 New
MFWP
854
Mosaic Family Wealth Partners
Missouri
$253K -$2.42K -45 -1%
PWP
855
Principle Wealth Partners
Connecticut
$251K – – –
AP
856
Americana Partners
Texas
$250K +$7.05K +131 +3%
AWM
857
Accel Wealth Management
Iowa
$250K -$52.4K -973 -18%
FA
858
Fiduciary Alliance
South Carolina
$249K -$6.14K -114 -2%
NAS
859
NWF Advisory Services
California
$247K +$241K +4,470 New
CIA
860
Choate Investment Advisors
Massachusetts
$246K +$12.7K +235 +6%
GA
861
Goldstein Advisors
Wisconsin
$245K – – –
MT
862
Midwest Trust
Kansas
$245K +$238K +4,427 New
TPF
863
Tribridge Partners Financial
Maryland
$244K +$237K +4,393 New
Fisher Asset Management
864
Fisher Asset Management
Washington
$243K +$236K +4,388 New
VR
865
Valued Retirements
Texas
$242K – – –
PW
866
PUREfi Wealth
Massachusetts
$241K -$1.83K -34 -0.8%
JWA
867
JFS Wealth Advisors
Pennsylvania
$241K +$2.21K +41 +1%
LA
868
LexAurum Advisors
Kansas
$239K – – –
PFM
869
Phillips Financial Management
Indiana
$239K +$180K +3,346 +344%
GFG
870
Grantvest Financial Group
New Jersey
$239K -$11.3K -209 -5%
KFS
871
Kaizen Financial Strategies
California
$236K +$230K +4,265 New
BRWA
872
B. Riley Wealth Advisors
Florida
$236K -$37.8K -702 -14%
HCMG
873
Howard Capital Management Group
California
$236K – – –
SLC
874
Second Line Capital
Louisiana
$235K +$6.73K +125 +3%
DCM
875
Donaldson Capital Management
Indiana
$232K -$2.8K -52 -1%