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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KA
476
Kovack Advisors
Florida
$256K +$53.3K +1,404 +23%
SWIM
477
Smallwood Wealth Investment Management
New Jersey
$256K +$282K +7,421 New
NFSG
478
Newbridge Financial Services Group
Florida
$253K +$134K +3,525 +92%
DACG
479
Donor Advised Charitable Giving
California
$252K +$277K +7,294 New
CWM
480
Cahaba Wealth Management
Georgia
$249K +$1.63K +43 +0.6%
LC
481
LCNB Corp
Ohio
$248K – – –
BI
482
Ballast Inc
Kentucky
$248K +$2.69K +71 +1%
TCMP
483
Thrive Capital Management (Pennsylvania)
Pennsylvania
$240K -$14K -369 -5%
CIBC World Market
484
CIBC World Market
Ontario, Canada
$239K -$7.59K -200 -3%
EE
485
EWG Elevate
California
$237K -$28.2K -742 -10%
AR
486
Apeiron RIA
Texas
$237K +$258K +6,791 New
GC
487
Grimes & Company
Massachusetts
$234K +$3.15K +83 +1%
CAG
488
Csenge Advisory Group
Florida
$233K -$23.5K -620 -8%
CA
489
Cambridge Advisors
Nebraska
$230K +$9.37K +247 +4%
FG
490
Fiduciary Group
Georgia
$230K +$221K +5,838 New
GAM
491
Grandview Asset Management
Pennsylvania
$227K -$21.7K -571 -8%
OPA
492
Old Port Advisors
Maine
$226K -$2.5K -66 -1%
CAM
493
Cresset Asset Management
Illinois
$225K – – –
CGFA
494
Colton Groome Financial Advisors
North Carolina
$224K – – –
CW
495
Cook Wealth
North Carolina
$223K – – –
ST
496
Smithfield Trust
Pennsylvania
$221K – – –
BO
497
BRR OpCo
Ohio
$219K – – –
PCIA
498
Prime Capital Investment Advisors
Kansas
$218K -$48.4K -1,277 -17%
SB
499
Strategic Blueprint
Georgia
$212K -$39.2K -1,033 -14%
BI
500
Berkeley Inc
Idaho
$211K – – –