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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ODFS
476
O'Donnell Financial Services
California
$259K +$278K +7,026 New
CWG
477
Crown Wealth Group
North Carolina
$254K -$605K -15,273 -69%
ESB
478
Essex Savings Bank
Connecticut
$250K +$269K +6,793 New
NRI
479
NFP Retirement Inc
California
$250K +$66.9K +1,690 +33%
WP
480
WealthSource Partners
California
$247K -$66.3K -1,675 -20%
FW
481
FirstPurpose Wealth
Utah
$247K +$65.7K +1,658 +33%
GC
482
Grimes & Company
Massachusetts
$246K +$5.5K +139 +2%
WGCA
483
Wolf Group Capital Advisors
Virginia
$243K +$261K +6,603 New
NFP
484
Narus Financial Partners
Utah
$242K +$260K +6,560 New
CAM
485
Cresset Asset Management
Illinois
$241K +$259K +6,536 New
CGFA
486
Colton Groome Financial Advisors
North Carolina
$239K -$2.69K -68 -1%
CA
487
Cambridge Advisors
Nebraska
$237K +$13.9K +350 +6%
ST
488
Smithfield Trust
Pennsylvania
$236K
GCP
489
Gill Capital Partners
Colorado
$235K
BO
490
BRR OpCo
Ohio
$234K -$292K -7,373 -54%
M&T Bank
491
M&T Bank
New York
$234K +$18.2M +458,368 New
OPA
492
Old Port Advisors
Maine
$232K -$17.2K -435 -6%
OMC
493
Old Mission Capital
Illinois
$232K +$250K +6,312 New
CW
494
Cook Wealth
North Carolina
$229K
NL
495
NWAM LLC
Washington
$229K +$245K +6,190 New
BI
496
Berkeley Inc
Idaho
$225K
KA
497
Kovack Advisors
Florida
$221K -$67.3K -1,699 -22%
RWM
498
Rockwood Wealth Management
Pennsylvania
$213K -$131K -3,310 -36%
SAM
499
SignalPoint Asset Management
Missouri
$212K -$8.67K -219 -4%
WCFA
500
Walkner Condon Financial Advisors
Wisconsin
$211K +$12.2K +308 +6%