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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TFGT
476
TS Financial Group (TSFG)
Illinois
$102K +$286 +7 +0.3%
Toronto Dominion Bank
477
Toronto Dominion Bank
Ontario, Canada
$98K
RIA
478
Richwood Investment Advisors
Ohio
$92K +$89K +2,180 New
EW
479
Element Wealth
Mississippi
$86K
NL
480
NVWM LLC
Pennsylvania
$86K +$8.33K +204 +11%
CSWM
481
Cassady Schiller Wealth Management
Ohio
$66K +$64.3K +1,575 New
TCWM
482
Total Clarity Wealth Management
Illinois
$64K
WWMSC
483
Wagner Wealth Management (South Carolina)
South Carolina
$64K +$367 +9 +0.6%
VRM
484
Vectors Research Management
New York
$60K
HNB
485
Huntington National Bank
Ohio
$55K
FFWM
486
Future Financial Wealth Management
Ohio
$55K +$53.1K +1,300 New
ACA
487
Atlas Capital Advisors
Wyoming
$52.8K -$34.7K -850 -40%
BW
488
Bison Wealth
Georgia
$51K
PB
489
Pinnacle Bancorp
Nebraska
$51K
PWMG
490
Prestige Wealth Management Group
New Jersey
$50K -$11.3K -277 -19%
FHA
491
First Horizon Advisors
Tennessee
$46K +$3.35K +82 +8%
TA
492
Tectonic Advisors
Texas
$45K +$44.1K +1,080 New
HF
493
Halpern Financial
Virginia
$44.8K
TIM
494
Tortoise Investment Management
New York
$44K -$32.7K -800 -43%
ADL
495
Asset Dedication LLC
California
$44K +$42.8K +1,049 New
DI
496
Disciplined Investments
Oklahoma
$42K +$40.8K +1,000 New
GWS
497
Glassman Wealth Services
Virginia
$41K +$40.3K +987 New
PMFA
498
Plante Moran Financial Advisors
Michigan
$39K
MBFW
499
Morton Brown Family Wealth
Pennsylvania
$39K +$38.3K +939 New
LS
500
Leelyn Smith
Illinois
$37K +$35.5K +870 New