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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EPM
926
Elm Partners Management
Pennsylvania
$268K +$2.02K +36 +0.8%
FFW
927
Fusion Family Wealth
New York
$267K – – –
BDF
928
Black Diamond Financial
Maryland
$267K – – –
SLC
929
Second Line Capital
Louisiana
$266K +$24K +427 +10%
VR
930
Valued Retirements
Texas
$263K – – –
KWM
931
KRM Wealth Management
Nevada
$263K +$260K +4,625 New
MCIA
932
Mountain Capital Investment Advisors
Colorado
$263K +$37.1K +661 +17%
UCM
933
Up Capital Management
California
$262K +$259K +4,610 New
HWM
934
HB Wealth Management
Georgia
$262K +$618 +11 +0.2%
TA
935
Tactive Advisors
Florida
$261K – – –
BWS
936
Buck Wealth Strategies
Colorado
$261K +$258K +4,586 New
DWA
937
Dougherty Wealth Advisers
Minnesota
$260K +$257K +4,580 New
NA
938
Note Advisors
New York
$260K +$19K +339 +8%
Fisher Asset Management
939
Fisher Asset Management
Washington
$259K +$9.38K +167 +4%
AWM
940
Accel Wealth Management
Iowa
$257K +$281 +5 +0.1%
IP
941
Intellectus Partners
California
$256K +$253K +4,500 New
B
942
Bayban
Minnesota
$253K +$251K +4,462 New
MFWP
943
Mosaic Family Wealth Partners
Missouri
$253K -$6.8K -121 -3%
CIA
944
Choate Investment Advisors
Massachusetts
$253K – – –
GA
945
Goldstein Advisors
Wisconsin
$253K +$787 +14 +0.3%
VNA
946
Valley National Advisers
Pennsylvania
$247K +$244K +4,352 New
GFG
947
Grantvest Financial Group
New Jersey
$246K +$449 +8 +0.2%
PFM
948
Phillips Financial Management
Indiana
$245K – – –
GWSG
949
GPS Wealth Strategies Group
Colorado
$245K -$6.49M -115,569 -96%
WP
950
Walleye Partners
Wisconsin
$244K +$242K +4,300 New