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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HB
1176
Horizon Bancorp
Indiana
$2K – – –
CSC
1177
Caldwell Sutter Capital
California
$1.7K – – –
CPL
1178
Capital & Planning LLC
Georgia
$1.54K +$1.57K +27 New
BIM
1179
Breakwater Investment Management
Washington
$1.47K – – –
IA
1180
IFG Advisory
Georgia
$1.36K -$18.2M -313,759 -100%
SN
1181
Sittner & Nelson
Oregon
$962 – – –
RWM
1182
Rialto Wealth Management
New York
$906 – – –
TWD
1183
True Wealth Design
Ohio
$397 +$406 +7 New
FCMT
1184
Founders Capital Management (Texas)
Texas
$243 – – –
DFA
1185
DHJJ Financial Advisors
Illinois
$178 – – –
RCM
1186
Raleigh Capital Management
North Carolina
$18 – – –
DAS
1187
Diversify Advisory Services
Utah
– -$29.2M -501,205 Closed
AWM
1188
Axxcess Wealth Management
California
– -$10.2M -179,953 Closed
CAGAS
1189
Capital Advisory Group Advisory Services
Minnesota
– -$8.39M -147,719 Closed
Tudor Investment Corp
1190
Tudor Investment Corp
Connecticut
– -$6.61M -116,336 Closed
EFH
1191
Eaton Financial Holdings
Florida
– -$6.39M -112,479 Closed
OC
1192
Oppenheimer & Co
New York
– -$5.1M -89,702 Closed
MFG
1193
Macco Financial Group
Wisconsin
– -$5.06M -89,048 Closed
RWA
1194
Redhawk Wealth Advisors
Minnesota
– -$1.72M -30,363 Closed
CAS
1195
Coppell Advisory Solutions
Texas
– -$1.21M -21,216 Closed
PFA
1196
Pinnacle Family Advisors
Missouri
– -$1.1M -19,390 Closed
WP
1197
WealthPLAN Partners
Nebraska
– -$968K -17,042 Closed
SFS
1198
Sowell Financial Services
Arkansas
– -$844K -14,848 Closed
EWA
1199
Emergent Wealth Advisors
New York
– -$783K -13,779 Closed
OC
1200
Opal Capital
Florida
– -$1.37M -13,702 Closed