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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CA
526
Calton & Associates
Florida
$372K +$391K +9,020 New
IP
527
Investment Partners
Ohio
$371K
BSW
528
Buckingham Strategic Wealth
Missouri
$370K +$152K +3,515 +65%
BP
529
Ballentine Partners
Massachusetts
$368K -$19.8K -458 -5%
Lido Advisors
530
Lido Advisors
California
$365K +$85K +1,963 +28%
SIA
531
Soltis Investment Advisors
Utah
$359K -$11.3K -260 -3%
NFSG
532
Newbridge Financial Services Group
Florida
$358K -$53.4K -1,234 -12%
FMN
533
Financial Management Network
California
$354K -$36.4K -841 -9%
TW
534
TrinityPoint Wealth
Connecticut
$352K +$370K +8,538 New
HAS
535
HBW Advisory Services
California
$350K +$94.5K +2,183 +35%
PFM
536
Phillips Financial Management
Indiana
$349K
DCM
537
Donaldson Capital Management
Indiana
$347K +$365K +8,421 New
VF
538
Vawter Financial
Ohio
$346K -$3.16K -73 -0.9%
IA
539
Inspire Advisors
Idaho
$341K -$4.81K -111 -1%
CAG
540
Csenge Advisory Group
Florida
$338K +$1.34K +31 +0.4%
BBNA
541
Bremer Bank National Association
Minnesota
$337K -$37.3K -861 -10%
ST
542
Somerset Trust
Pennsylvania
$336K -$17.4K -402 -5%
SG
543
Sharper & Granite
California
$336K -$29.2K -675 -8%
SIC
544
Sterling Investment Counsel
New York
$334K
MW
545
MBL Wealth
North Carolina
$334K -$21.7K -500 -6%
MFT
546
Moisand Fitzgerald Tamayo
Florida
$333K -$94.4K -2,179 -21%
CF
547
Centaurus Financial
California
$333K -$14K -324 -4%
SB
548
Strategic Blueprint
Georgia
$332K +$13K +300 +4%
ECA
549
Elevated Capital Advisors
Utah
$331K +$18.1K +418 +6%
GC
550
Grimes & Company
Massachusetts
$330K +$13.5K +311 +4%