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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BIG
876
Brookwood Investment Group
Arizona
$312K +$309K +5,497 New
KeyBank National Association
877
KeyBank National Association
Ohio
$312K -$62.6K -1,114 -17%
IAS
878
Insigneo Advisory Services
Florida
$309K +$39.9K +711 +15%
TP
879
Tranquility Partners
Tennessee
$308K – – –
AAS
880
Annex Advisory Services
Wisconsin
$306K -$160K -2,849 -35%
NAS
881
NWF Advisory Services
California
$305K +$50.8K +905 +20%
BFG
882
Berger Financial Group
Minnesota
$305K +$301K +5,360 New
HA
883
Hegarty Advisors
New York
$304K +$301K +5,358 New
RA
884
Range Advisory
Virginia
$304K +$301K +5,355 New
FBB
885
Fulton Breakefield Broenniman
Maryland
$303K +$299K +5,331 New
EFG
886
Everhart Financial Group
Ohio
$300K +$506 +9 +0.2%
KAS
887
KPP Advisory Services
Kentucky
$299K -$217K -3,862 -42%
Russell Investments Group
888
Russell Investments Group
United Kingdom
$299K +$2.19K +39 +0.7%
JWA
889
JFS Wealth Advisors
Pennsylvania
$299K +$51.7K +920 +21%
FG
890
Fiduciary Group
Georgia
$299K +$10.9K +194 +4%
AWM
891
Ariadne Wealth Management
California
$295K – – –
EFG
892
Erickson Financial Group
Pennsylvania
$294K – – –
GVCM
893
Global View Capital Management
Wisconsin
$294K +$24.9K +444 +9%
CB
894
Chris Bulman
California
$293K +$1.24K +22 +0.4%
GSIAS
895
Garden State Investment Advisory Services
New Jersey
$292K -$165K -2,944 -36%
EWP
896
Equity Wealth Partners
Missouri
$292K +$26.3K +469 +10%
AFA
897
Amicus Financial Advisors
Texas
$291K +$288K +5,125 New
LBC
898
Lane Brothers & Co
Arizona
$291K +$288K +5,124 New
TGAM
899
TBH Global Asset Management
Tennessee
$291K +$328K +5,830 New
TFS
900
Thoroughbred Financial Services
Tennessee
$291K – – –