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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WWMSC
426
Wagner Wealth Management (South Carolina)
South Carolina
$61K +$280 +7 +0.5%
TCWM
427
Total Clarity Wealth Management
Illinois
$59K +$60.9K +1,525 New
PWMG
428
Prestige Wealth Management Group
New Jersey
$58K +$47.9K +1,200 +433%
VRM
429
Vectors Research Management
New York
$56K +$16K +400 +39%
HNB
430
Huntington National Bank
Ohio
$51K
HWMA
431
Heritage Wealth Management (Arizona)
Arizona
$47K -$20K -500 -29%
PB
432
Pinnacle Bancorp
Nebraska
$47K
BW
433
Bison Wealth
Georgia
$47K +$17.3K +434 +56%
CDIA
434
Capital Directions Investment Advisors
Georgia
$43K +$319 +8 +0.7%
HF
435
Halpern Financial
Virginia
$41.6K +$42.6K +1,067 New
FHA
436
First Horizon Advisors
Tennessee
$40K -$7.79K -195 -16%
CG
437
Cutler Group
California
$37K -$359K -9,000 -90%
PMFA
438
Plante Moran Financial Advisors
Michigan
$36K
AWA
439
Arkadios Wealth Advisors
Georgia
$35K
SAM
440
Strategic Asset Management
Minnesota
$32K +$32.1K +804 New
CIAS
441
Capital Investment Advisory Services
North Carolina
$31K -$4.39K -110 -12%
HFM
442
Hartford Financial Management
Connecticut
$31K
FDCDDQ
443
Federation des caisses Desjardins du Quebec
Quebec, Canada
$28.8K +$29.5K +739 New
BCWM
444
Bartlett & Co Wealth Management
Ohio
$27.3K +$28K +700 New
CHC
445
City Holding Co
West Virginia
$27K
BC
446
Bartlett & Co
Ohio
$27K +$28K +700 New
Citigroup
447
Citigroup
New York
$21K -$209K -5,233 -91%
LF
448
Lee Financial
Texas
$21K +$40 +1 +0.2%
GT
449
Glenmede Trust
Pennsylvania
$17K
AWM
450
Atticus Wealth Management
Florida
$16K