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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BDF
926
Black Diamond Financial
Maryland
$267K
SLC
927
Second Line Capital
Louisiana
$266K +$24K +427 +10%
VR
928
Valued Retirements
Texas
$263K
KWM
929
KRM Wealth Management
Nevada
$263K +$260K +4,625 New
MCIA
930
Mountain Capital Investment Advisors
Colorado
$263K +$37.1K +661 +17%
UCM
931
Up Capital Management
California
$262K +$259K +4,610 New
HWM
932
HB Wealth Management
Georgia
$262K +$618 +11 +0.2%
TA
933
Tactive Advisors
Florida
$261K
BWS
934
Buck Wealth Strategies
Colorado
$261K +$258K +4,586 New
DWA
935
Dougherty Wealth Advisers
Minnesota
$260K +$257K +4,580 New
NA
936
Note Advisors
New York
$260K +$19K +339 +8%
Fisher Asset Management
937
Fisher Asset Management
Washington
$259K +$9.38K +167 +4%
AWM
938
Accel Wealth Management
Iowa
$257K +$281 +5 +0.1%
IP
939
Intellectus Partners
California
$256K +$253K +4,500 New
B
940
Bayban
Minnesota
$253K +$251K +4,462 New
MFWP
941
Mosaic Family Wealth Partners
Missouri
$253K -$6.8K -121 -3%
CIA
942
Choate Investment Advisors
Massachusetts
$253K
GA
943
Goldstein Advisors
Wisconsin
$253K +$787 +14 +0.3%
VNA
944
Valley National Advisers
Pennsylvania
$247K +$244K +4,352 New
GFG
945
Grantvest Financial Group
New Jersey
$246K +$449 +8 +0.2%
PFM
946
Phillips Financial Management
Indiana
$245K
GWSG
947
GPS Wealth Strategies Group
Colorado
$245K -$6.49M -115,569 -96%
WP
948
Walleye Partners
Wisconsin
$244K +$242K +4,300 New
OP
949
Oath Planning
Oklahoma
$243K +$241K +4,283 New
BRWA
950
B. Riley Wealth Advisors
Florida
$243K +$506 +9 +0.2%