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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IAS
901
Integrity Advisory Solutions
Texas
$288K +$51.1K +910 +22%
FWP
902
Firethorn Wealth Partners
Georgia
$286K -$114K -2,022 -29%
DSA
903
Droms Strauss Advisors
Missouri
$285K +$169 +3 +0.1%
MAS
904
MPWM Advisory Solutions
Georgia
$285K -$1.86M -33,039 -87%
CWM
905
Chicago Wealth Management
Illinois
$281K
CA
906
Cambridge Advisors
Nebraska
$281K
MWM
907
Marion Wealth Management
Pennsylvania
$281K +$1.52K +27 +0.6%
DG
908
Diesslin Group
Texas
$280K +$277K +4,928 New
OA
909
Oasis Advisors
Iowa
$280K +$277K +4,927 New
NPF
910
Norris Perne & French
Michigan
$276K
FCBT
911
First Citizens Bank & Trust
North Carolina
$275K
Neuberger Berman Group
912
Neuberger Berman Group
New York
$275K -$35.1K -625 -11%
GT
913
Glenview Trust
Kentucky
$275K +$272K +4,834 New
HC
914
Hurley Capital
New York
$274K
JFGIW
915
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$274K -$30.7K -546 -10%
AFO
916
Arrowroot Family Office
California
$272K +$674 +12 +0.3%
GWM
917
GK Wealth Management
Nevada
$272K +$269K +4,783 New
MFA
918
Mayflower Financial Advisors
Massachusetts
$271K +$58.5K +1,041 +28%
WA
919
Wealth Alliance
New York
$271K +$35.7K +635 +15%
KFS
920
Kaizen Financial Strategies
California
$269K +$26.7K +475 +11%
WWP
921
Wise Wealth Partners
Arizona
$269K -$24.7K -439 -8%
WIA
922
World Investment Advisors
California
$269K +$266K +4,731 New
PWP
923
Principle Wealth Partners
Connecticut
$268K +$10.7K +191 +4%
EPM
924
Elm Partners Management
Pennsylvania
$268K +$2.02K +36 +0.8%
FFW
925
Fusion Family Wealth
New York
$267K