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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BRWA
951
B. Riley Wealth Advisors
Florida
$262K +$898 +15 +0.3%
WP
952
Walleye Partners
Wisconsin
$261K – – –
Bessemer Group
953
Bessemer Group
New Jersey
$261K +$245K +4,094 +2,047%
HCMG
954
Howard Capital Management Group
California
$260K – – –
TCMP
955
Thrive Capital Management (Pennsylvania)
Pennsylvania
$259K +$255K +4,265 New
Squarepoint
956
Squarepoint
New York
$259K +$255K +4,254 New
FWM
957
Forza Wealth Management
Florida
$253K – – –
AWM
958
Accel Wealth Management
Iowa
$253K +$958 +16 +0.4%
FMN
959
Financial Management Network
California
$252K +$244K +4,076 New
NL
960
NWAM LLC
Washington
$252K +$34.7K +580 +16%
TH
961
TCTC Holdings
Texas
$251K – – –
SIC
962
Sterling Investment Counsel
New York
$250K -$51.6K -863 -17%
EPM
963
Elm Partners Management
Pennsylvania
$248K -$37.3K -624 -13%
VPF
964
Vantage Point Financial
Illinois
$248K +$245K +4,086 New
CA
965
Cambridge Advisors
Nebraska
$247K -$41.9K -700 -15%
HSA
966
HBK Sorce Advisory
Pennsylvania
$245K +$1.62K +27 +0.7%
HP
967
Holistic Planning
Texas
$245K -$2.11M -35,200 -90%
DCM
968
Donaldson Capital Management
Indiana
$245K -$6.34K -106 -3%
AIA
969
Acute Investment Advisory
Arizona
$245K -$10.8K -180 -4%
SP
970
SmartHarvest Portfolios
Washington
$244K – – –
DCM
971
Delta Capital Management
New Jersey
$243K – – –
WAS
972
Winch Advisory Services
Wisconsin
$241K -$180 -3 -0.1%
PFM
973
Phillips Financial Management
Indiana
$241K -$21.4K -358 -8%
PGFC
974
Peapack-Gladstone Financial Corp
New Jersey
$240K -$261K -4,369 -53%
Empower Advisory Group
975
Empower Advisory Group
Colorado
$239K -$4.13K -69 -2%