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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MFWP
851
Mosaic Family Wealth Partners
Missouri
$253K -$2.42K -45 -1%
PWP
852
Principle Wealth Partners
Connecticut
$251K
AP
853
Americana Partners
Texas
$250K +$7.05K +131 +3%
AWM
854
Accel Wealth Management
Iowa
$250K -$52.4K -973 -18%
FA
855
Fiduciary Alliance
South Carolina
$249K -$6.14K -114 -2%
NAS
856
NWF Advisory Services
California
$247K +$241K +4,470 New
CIA
857
Choate Investment Advisors
Massachusetts
$246K +$12.7K +235 +6%
GA
858
Goldstein Advisors
Wisconsin
$245K
MT
859
Midwest Trust
Kansas
$245K +$238K +4,427 New
TPF
860
Tribridge Partners Financial
Maryland
$244K +$237K +4,393 New
Fisher Asset Management
861
Fisher Asset Management
Washington
$243K +$236K +4,388 New
VR
862
Valued Retirements
Texas
$242K
PW
863
PUREfi Wealth
Massachusetts
$241K -$1.83K -34 -0.8%
JWA
864
JFS Wealth Advisors
Pennsylvania
$241K +$2.21K +41 +1%
LA
865
LexAurum Advisors
Kansas
$239K
PFM
866
Phillips Financial Management
Indiana
$239K +$180K +3,346 +344%
GFG
867
Grantvest Financial Group
New Jersey
$239K -$11.3K -209 -5%
KFS
868
Kaizen Financial Strategies
California
$236K +$230K +4,265 New
BRWA
869
B. Riley Wealth Advisors
Florida
$236K -$37.8K -702 -14%
HCMG
870
Howard Capital Management Group
California
$236K
SLC
871
Second Line Capital
Louisiana
$235K +$6.73K +125 +3%
DCM
872
Donaldson Capital Management
Indiana
$232K -$2.8K -52 -1%
FWM
873
Forza Wealth Management
Florida
$230K
IAS
874
Integrity Advisory Solutions
Texas
$230K +$224K +4,165 New
M1FG
875
Mach-1 Financial Group
Arkansas
$230K +$224K +4,165 New