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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ODG
476
O'Dell Group
Ohio
$115K +$653 +16 +0.6%
RPCONE
477
Retirement Planning Company of New England
Rhode Island
$103K +$100K +2,455 New
TFGT
478
TS Financial Group (TSFG)
Illinois
$102K +$286 +7 +0.3%
Toronto Dominion Bank
479
Toronto Dominion Bank
Ontario, Canada
$98K – – –
RIA
480
Richwood Investment Advisors
Ohio
$92K +$89K +2,180 New
EW
481
Element Wealth
Mississippi
$86K – – –
NL
482
NVWM LLC
Pennsylvania
$86K +$8.33K +204 +11%
CSWM
483
Cassady Schiller Wealth Management
Ohio
$66K +$64.3K +1,575 New
TCWM
484
Total Clarity Wealth Management
Illinois
$64K – – –
WWMSC
485
Wagner Wealth Management (South Carolina)
South Carolina
$64K +$367 +9 +0.6%
VRM
486
Vectors Research Management
New York
$60K – – –
HNB
487
Huntington National Bank
Ohio
$55K – – –
FFWM
488
Future Financial Wealth Management
Ohio
$55K +$53.1K +1,300 New
ACA
489
Atlas Capital Advisors
Wyoming
$52.8K -$34.7K -850 -40%
BW
490
Bison Wealth
Georgia
$51K – – –
PB
491
Pinnacle Bancorp
Nebraska
$51K – – –
PWMG
492
Prestige Wealth Management Group
New Jersey
$50K -$11.3K -277 -19%
FHA
493
First Horizon Advisors
Tennessee
$46K +$3.35K +82 +8%
TA
494
Tectonic Advisors
Texas
$45K +$44.1K +1,080 New
HF
495
Halpern Financial
Virginia
$44.8K – – –
TIM
496
Tortoise Investment Management
New York
$44K -$32.7K -800 -43%
ADL
497
Asset Dedication LLC
California
$44K +$42.8K +1,049 New
DI
498
Disciplined Investments
Oklahoma
$42K +$40.8K +1,000 New
GWS
499
Glassman Wealth Services
Virginia
$41K +$40.3K +987 New
PMFA
500
Plante Moran Financial Advisors
Michigan
$39K – – –