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State Street SPDR S&P 1500 Value Tilt ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KWS
51
Keystone Wealth Services
California
$991K -$53.2K -229 -5%
MWM
52
MOR Wealth Management
Pennsylvania
$859K
SI
53
Saxon Interests
Texas
$837K -$35.1K -151 -4%
HIP
54
HUB Investment Partners
Texas
$835K +$814K +3,506 New
LFAS
55
Level Four Advisory Services
Texas
$834K -$2.32K -10 -0.3%
CFP
56
Comprehensive Financial Planning
Pennsylvania
$778K -$13.9K -60 -2%
Pathstone Holdings
57
Pathstone Holdings
New Jersey
$746K
WC
58
Waterloo Capital
Texas
$740K +$50.6K +218 +8%
OFG
59
Opulen Financial Group
Virginia
$709K +$2.79K +12 +0.4%
HBFP
60
Henderson Brothers Financial Partners
Pennsylvania
$700K -$490K -2,109 -42%
CIA
61
Concurrent Investment Advisors
Florida
$677K +$54.5K +235 +9%
KAS
62
Kestra Advisory Services
Texas
$659K -$613K -2,639 -49%
CS
63
Capital Square
Tennessee
$544K +$41.1K +177 +9%
WAP
64
Wealthcare Advisory Partners
Pennsylvania
$540K +$37.8K +163 +8%
IWC
65
Integrated Wealth Concepts
Massachusetts
$522K +$186K +801 +58%
WWM
66
Western Wealth Management
Colorado
$509K -$88.9K -383 -15%
KFGK
67
Keystone Financial Group (Kentucky)
Kentucky
$485K -$3.71K -16 -0.8%
GVAG
68
Great Valley Advisor Group
Delaware
$455K -$612K -2,638 -58%
HighTower Advisors
69
HighTower Advisors
Illinois
$448K +$18.8K +81 +5%
Fidelity Investments
70
Fidelity Investments
Massachusetts
$431K +$205K +882 +95%
Brown Advisory
71
Brown Advisory
Maryland
$431K
CPA
72
Compass Planning Associates
Massachusetts
$412K +$1.86K +8 +0.5%
Citadel Advisors
73
Citadel Advisors
Florida
$410K +$399K +1,720 New
Wealth Enhancement Advisory Services
74
Wealth Enhancement Advisory Services
Minnesota
$409K +$14.4K +62 +4%
SC
75
Savant Capital
Illinois
$386K +$396K +1,705 New