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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WA
926
Wealth Alliance
New York
$255K -$15.7K -271 -6%
IP
927
Intellectus Partners
California
$255K
NA
928
Note Advisors
New York
$254K
FWP
929
Firethorn Wealth Partners
Georgia
$254K -$32.3K -557 -11%
GA
930
Goldstein Advisors
Wisconsin
$253K +$1.45K +25 +0.6%
CIA
931
Choate Investment Advisors
Massachusetts
$252K
PWP
932
Principle Wealth Partners
Connecticut
$251K -$16.9K -291 -6%
GFG
933
Grantvest Financial Group
New Jersey
$250K +$5.74K +99 +2%
MSF
934
Mustard Seed Financial
Arkansas
$250K +$19.2K +331 +8%
KeyBank National Association
935
KeyBank National Association
Ohio
$248K -$63.8K -1,099 -20%
AWMI
936
Aegis Wealth Management (Iowa)
Iowa
$248K -$389K -6,707 -60%
MHWM
937
Montz Harcus Wealth Management
Louisiana
$246K +$14K +241 +6%
VNA
938
Valley National Advisers
Pennsylvania
$246K
DWA
939
Dougherty Wealth Advisers
Minnesota
$246K -$13.9K -240 -5%
IAS
940
Insigneo Advisory Services
Florida
$245K -$64.3K -1,108 -20%
LA
941
LexAurum Advisors
Kansas
$245K +$251K +4,328 New
PFM
942
Phillips Financial Management
Indiana
$244K
WP
943
Walleye Partners
Wisconsin
$243K
OP
944
Oath Planning
Oklahoma
$243K +$928 +16 +0.4%
HCMG
945
Howard Capital Management Group
California
$242K
BRWA
946
B. Riley Wealth Advisors
Florida
$239K +$406 +7 +0.2%
AIA
947
Acute Investment Advisory
Arizona
$238K -$178K -3,074 -42%
FWM
948
Forza Wealth Management
Florida
$236K
BIG
949
Brookwood Investment Group
Arizona
$235K -$77.5K -1,336 -24%
AWM
950
Accel Wealth Management
Iowa
$234K -$22.2K -383 -8%