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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OCM
126
One Capital Management
California
$214K -$1.36K -44 -0.6%
RIM
127
Redwood Investment Management
Arizona
$203K +$201K +6,509 New
WP
128
WealthShield Partners
North Carolina
$168K +$11.9K +386 +8%
FHA
129
Flagship Harbor Advisors
Massachusetts
$163K
BAM
130
Belpointe Asset Management
Nevada
$163K +$162K +5,244 New
LFG
131
LifePlan Financial Group
Ohio
$161K +$21.8K +707 +16%
VNA
132
Valley National Advisers
Pennsylvania
$135K
APA
133
American Portfolios Advisors
New York
$78.2K
Carson Wealth (CWM LLC)
134
Carson Wealth (CWM LLC)
Nebraska
$71K -$2.7M -87,613 -97%
CDIA
135
Capital Directions Investment Advisors
Georgia
$67K +$66.5K +2,155 New
APSP
136
Asset Planning Services (Pennsylvania)
Pennsylvania
$64K +$463 +15 +0.7%
Citigroup
137
Citigroup
New York
$56K +$43.6K +1,413 +353%
CFD
138
Creative Financial Designs
Indiana
$51K +$48.3K +1,565 +2,087%
WWMSC
139
Wagner Wealth Management (South Carolina)
South Carolina
$43K +$309 +10 +0.7%
SIS
140
Sound Income Strategies
Florida
$26K +$185 +6 +0.7%
TIM
141
Tortoise Investment Management
New York
$25K +$24.7K +800 New
SWM
142
SeaCrest Wealth Management
New York
$24K +$24.3K +786 New
PNC Financial Services Group
143
PNC Financial Services Group
Pennsylvania
$23K -$5.4K -175 -19%
ADL
144
Asset Dedication LLC
California
$23K +$22.7K +737 New
CAGAS
145
Capital Advisory Group Advisory Services
Minnesota
$22K
JCM
146
Jacobi Capital Management
Pennsylvania
$22K +$185 +6 +0.8%
WEC
147
Winslow Evans & Crocker
Massachusetts
$22K +$19.9K +646 New
Northwestern Mutual Wealth Management
148
Northwestern Mutual Wealth Management
Wisconsin
$19K -$112K -3,629 -86%
FGAM
149
Financial Gravity Asset Management
Texas
$19K -$9.07K -294 -31%
KJWM
150
Kiley Juergens Wealth Management
Washington
$15K