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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
UCM
926
Up Capital Management
California
$282K +$1.02K +17 +0.4%
VR
927
Valued Retirements
Texas
$282K – – –
KWM
928
KRM Wealth Management
Nevada
$281K -$1.26K -21 -0.5%
CB
929
Chris Bulman
California
$281K +$60 +1 +0%
PA
930
Procyon Advisors
Connecticut
$281K -$51.7K -864 -16%
AFA
931
Amicus Financial Advisors
Texas
$279K -$6.28K -105 -2%
Nuveen
932
Nuveen
North Carolina
$276K +$272K +4,547 New
AFO
933
Arrowroot Family Office
California
$276K +$898 +15 +0.3%
PPA
934
Pacific Point Advisors
California
$276K +$272K +4,541 New
IP
935
Intellectus Partners
California
$274K – – –
NA
936
Note Advisors
New York
$273K – – –
GA
937
Goldstein Advisors
Wisconsin
$272K – – –
FIB
938
First Interstate Bank
Montana
$272K +$267K +4,469 New
PCA
939
Purkiss Capital Advisors
Connecticut
$271K +$267K +4,458 New
CIA
940
Choate Investment Advisors
Massachusetts
$271K – – –
GFG
941
Grantvest Financial Group
New Jersey
$270K +$718 +12 +0.3%
PWP
942
Principle Wealth Partners
Connecticut
$270K – – –
CGPCS
943
Capital Group Private Client Services
California
$268K +$50.3K +840 +24%
PFBT
944
Parkside Financial Bank & Trust
Missouri
$267K +$246K +4,103 +1,445%
VNA
945
Valley National Advisers
Pennsylvania
$265K – – –
DWA
946
Dougherty Wealth Advisers
Minnesota
$264K – – –
LA
947
LexAurum Advisors
Kansas
$263K +$60 +1 +0%
MSF
948
Mustard Seed Financial
Arkansas
$263K -$6.04K -101 -2%
OP
949
Oath Planning
Oklahoma
$263K +$1.14K +19 +0.4%
PJC
950
Phillip James Consulting
Minnesota
$262K +$258K +4,317 New