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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MBFW
501
Morton Brown Family Wealth
Pennsylvania
$39K +$38.3K +939 New
LS
502
Leelyn Smith
Illinois
$37K +$35.5K +870 New
SAM
503
Strategic Asset Management
Minnesota
$36K +$1.8K +44 +5%
Bessemer Group
504
Bessemer Group
New Jersey
$35K +$33.8K +827 New
CIAS
505
Capital Investment Advisory Services
North Carolina
$33K – – –
HFM
506
Hartford Financial Management
Connecticut
$33K – – –
FDCDDQ
507
Federation des caisses Desjardins du Quebec
Quebec, Canada
$31K – – –
Optiver Holding
508
Optiver Holding
Netherlands
$31K +$30.1K +737 New
TC
509
TAP Consulting
Missouri
$31K +$30.2K +740 New
CHC
510
City Holding Co
West Virginia
$29K – – –
CFB
511
Cullen/Frost Bankers
Texas
$28K +$27.2K +666 New
S
512
SignatureFD
Georgia
$28K +$27.3K +669 +7,433%
SMC
513
Smith, Moore & Co
Missouri
$26K +$25.2K +617 New
LF
514
Lee Financial
Texas
$25K +$2.08K +51 +9%
FAG
515
Fortitude Advisory Group
Washington
$21K +$20.2K +495 New
GT
516
Glenmede Trust
Pennsylvania
$18K – – –
JWA
517
JFS Wealth Advisors
Pennsylvania
$18K – – –
SWM
518
Selective Wealth Management
Virginia
$18K +$17.1K +420 New
RI
519
Rinkey Investments
California
$18K +$17.6K +430 New
TWC
520
TD Waterhouse Canada
Ontario, Canada
$17K +$16.3K +400 New
AWM
521
Atticus Wealth Management
Florida
$17K – – –
Citigroup
522
Citigroup
New York
$14K -$8.82K -216 -40%
TWM
523
Tradition Wealth Management
Minnesota
$13K – – –
CAL
524
Capital Advisors Ltd
Ohio
$12K – – –
CPFP
525
Clear Perspectives Financial Planning
Ohio
$11K +$10.3K +252 New