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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DAS
476
Dynamic Advisor Solutions
Arizona
$268K +$50.9K +1,234 +24%
ST
477
Smithfield Trust
Pennsylvania
$267K +$99K +2,400 +60%
WPC
478
White Pine Capital
Minnesota
$259K +$619 +15 +0.2%
BI
479
Berkeley Inc
Idaho
$255K
CA
480
Cambridge Advisors
Nebraska
$254K
SAM
481
SignalPoint Asset Management
Missouri
$250K -$1.53K -37 -0.6%
CW
482
Cook Wealth
North Carolina
$236K
WMS
483
Wealth Management Solutions
Pennsylvania
$236K +$234K +5,662 New
GCP
484
Gill Capital Partners
Colorado
$235K
CWM
485
CCG Wealth Management
California
$232K +$19.5K +473 +9%
OSNBOA
486
Old Second National Bank of Aurora
Illinois
$228K +$4.04K +98 +2%
WCFA
487
Walkner Condon Financial Advisors
Wisconsin
$227K +$224K +5,431 New
TDC
488
Thompson Davis & Co
Virginia
$225K -$20.6K -500 -8%
FNBT
489
FineMark National Bank & Trust
Florida
$223K -$13.5K -328 -6%
BA
490
Ballast Advisors
Minnesota
$220K +$8.87K +215 +4%
VIM
491
Vista Investment Management
Pennsylvania
$220K +$217K +5,262 New
NRI
492
NFP Retirement Inc
California
$212K +$210K +5,088 New
CAN
493
Claraphi Advisory Network
United States
$211K +$208K +5,050 New
FW
494
FirstPurpose Wealth
Utah
$210K -$45.7K -1,107 -18%
MA
495
MONECO Advisors
Connecticut
$209K +$207K +5,008 New
AP
496
Advisor Partners
California
$208K +$206K +4,988 New
GWAG
497
Garrett Wealth Advisory Group
Texas
$207K -$412 -10 -0.2%
CWM
498
Chicago Wealth Management
Illinois
$207K
VNA
499
Valley National Advisers
Pennsylvania
$207K +$24.9K +603 +14%
CCM
500
Condor Capital Management
New Jersey
$206K