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State Street SPDR S&P 1500 Value Tilt ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
51
MOR Wealth Management
Pennsylvania
$775K
LFAS
52
Level Four Advisory Services
Texas
$755K +$97.5K +445 +15%
CFP
53
Comprehensive Financial Planning
Pennsylvania
$715K +$3.07K +14 +0.4%
Pathstone Holdings
54
Pathstone Holdings
New Jersey
$674K
OFG
55
Opulen Financial Group
Virginia
$637K +$2.85K +13 +0.4%
WC
56
Waterloo Capital
Texas
$621K -$422K -1,925 -40%
CIA
57
Concurrent Investment Advisors
Florida
$561K +$438 +2 +0.1%
WWM
58
Western Wealth Management
Colorado
$542K -$43.2K -197 -7%
EAP
59
Elevation Advisory Partners
Florida
$509K +$511K +2,330 New
CS
60
Capital Square
Tennessee
$476K +$456K +2,079 New
WAP
61
Wealthcare Advisory Partners
Pennsylvania
$452K +$22.6K +103 +5%
AAS
62
Ameritas Advisory Services
Nebraska
$447K +$43.6K +199 +11%
KFGK
63
Keystone Financial Group (Kentucky)
Kentucky
$441K +$657 +3 +0.1%
Brown Advisory
64
Brown Advisory
Maryland
$389K
HighTower Advisors
65
HighTower Advisors
Illinois
$387K +$4.38K +20 +1%
Susquehanna International Group
66
Susquehanna International Group
Pennsylvania
$376K +$384K +1,751 New
CPA
67
Compass Planning Associates
Massachusetts
$370K +$1.53K +7 +0.4%
Wealth Enhancement Advisory Services
68
Wealth Enhancement Advisory Services
Minnesota
$354K -$120K -549 -25%
ACP
69
Argyle Capital Partners
California
$336K -$10.1K -46 -3%
ACA
70
Aspire Capital Advisors
Washington
$319K +$325K +1,483 New
FPW
71
Flagship Private Wealth
Massachusetts
$313K
CA
72
COFG Advisors
Illinois
$310K +$1.31K +6 +0.4%
AC
73
Avant Capital
Louisiana
$307K +$657 +3 +0.2%
IWP
74
Integrity Wealth Partners
California
$301K +$307K +1,400 New
IWC
75
Integrated Wealth Concepts
Massachusetts
$298K +$304K +1,388 New