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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CB
926
Chris Bulman
California
$261K -$31.3K -540 -10%
TA
927
Tactive Advisors
Florida
$260K – – –
GCP
928
Guardian Capital (Pennsylvania)
Pennsylvania
$257K +$264K +4,548 New
AFO
929
Arrowroot Family Office
California
$256K -$14.8K -256 -5%
WA
930
Wealth Alliance
New York
$255K -$15.7K -271 -6%
IP
931
Intellectus Partners
California
$255K – – –
NA
932
Note Advisors
New York
$254K – – –
FWP
933
Firethorn Wealth Partners
Georgia
$254K -$32.3K -557 -11%
GA
934
Goldstein Advisors
Wisconsin
$253K +$1.45K +25 +0.6%
CIA
935
Choate Investment Advisors
Massachusetts
$252K – – –
PWP
936
Principle Wealth Partners
Connecticut
$251K -$16.9K -291 -6%
GFG
937
Grantvest Financial Group
New Jersey
$250K +$5.74K +99 +2%
MSF
938
Mustard Seed Financial
Arkansas
$250K +$19.2K +331 +8%
KeyBank National Association
939
KeyBank National Association
Ohio
$248K -$63.8K -1,099 -20%
AWMI
940
Aegis Wealth Management (Iowa)
Iowa
$248K -$389K -6,707 -60%
MHWM
941
Montz Harcus Wealth Management
Louisiana
$246K +$14K +241 +6%
VNA
942
Valley National Advisers
Pennsylvania
$246K – – –
DWA
943
Dougherty Wealth Advisers
Minnesota
$246K -$13.9K -240 -5%
IAS
944
Insigneo Advisory Services
Florida
$245K -$64.3K -1,108 -20%
LA
945
LexAurum Advisors
Kansas
$245K +$251K +4,328 New
PFM
946
Phillips Financial Management
Indiana
$244K – – –
WP
947
Walleye Partners
Wisconsin
$243K – – –
OP
948
Oath Planning
Oklahoma
$243K +$928 +16 +0.4%
HCMG
949
Howard Capital Management Group
California
$242K – – –
BRWA
950
B. Riley Wealth Advisors
Florida
$239K +$406 +7 +0.2%